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AI-native automation

Automate work acrossAderant and Sentrywith Caddi AI Agents.

Connect Aderant and Sentry: Resolve issue in Sentry when new time entry in Aderant. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
AderantLegal
SentryProductivity

Discover, automate and govern the work between Aderant and Sentry

Caddi AI Agents find the repetitive handoffs between Aderant and Sentry, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations

Practical ways to use Aderant and Sentry together

In a law firm the work between Aderant and Sentry is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.

  • 01

    Resolve issue in Sentry when new time entry in Aderant.

    Caddi watches Aderant for new time entry and resolve issue in Sentry. No copy-paste, no missed records.

  • 02

    Create matter in Aderant when new issue in Sentry.

    Caddi watches Sentry for new issue and create matter in Aderant so the two systems stay in lockstep.

  • 03

    Assign issue in Sentry from Aderant events.

    When invoice generated happens in Aderant, Caddi assign issue in Sentry with the right context attached.

Actions Caddi can take across Aderant and Sentry

  • Aderant

    New time entry

    Triggers when a timekeeper posts time against a matter.

  • Aderant

    Invoice generated

    Triggers when an Aderant invoice is finalized.

  • Aderant

    Matter opened

    Triggers when a new matter is opened in Aderant.

  • Aderant

    Create matter

    Open a new Aderant matter with client, billing, and intake fields.

  • Aderant

    Post time entry

    Record a timekeeper's time against a matter and activity code.

  • Aderant

    Create invoice

    Generate an invoice for one or more matters.

  • Aderant

    Update client

    Push contact, billing, or conflicts data back into the client record.

  • Sentry

    New issue

    Triggers when Sentry groups a new error into an issue.

  • Sentry

    Issue regressed

    Triggers when a resolved issue starts happening again.

  • Sentry

    Alert fired

    Triggers when a Sentry alert rule's threshold is crossed.

  • Sentry

    Resolve issue

    Mark an issue resolved, optionally in the next release.

  • Sentry

    Assign issue

    Assign an issue to a person or team.

  • Sentry

    Fetch issue details

    Pull the stack trace, tags and event counts for an issue.

Common questions

How does Caddi connect Aderant and Sentry?

Aderant and Sentry just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Aderant and Sentry end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect Aderant and Sentry to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Aderant + Sentry loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.

Does this work for law firms?

Yes. Caddi runs Aderant and Sentry with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.

Ready to automate Aderant and Sentry?

Drop your work email and we'll show you Caddi running end-to-end against Aderant, Sentry, and the rest of your stack.