AI-native automation
Automate work across
Aderant and 
Trelloby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate docketed Mail Uploads in Aderant and Trello. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Aderant and Trello together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Aderant and Trello together
- 01
Create card in Trello when new time entry in Aderant.
Caddi watches Aderant for new time entry and create card in Trello — no copy-paste, no missed records.
- 02
Create matter in Aderant when new card in Trello.
Caddi watches Trello for new card and create matter in Aderant so the two systems stay in lockstep.
- 03
Move card in Trello from Aderant events.
When invoice generated happens in Aderant, Caddi move card in Trello with the right context attached.
Actions Caddi can take across Aderant and Trello
- 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.
- Trello
New card
Triggers when a new card is added to a list.
- Trello
Card moved
Triggers when a card is moved to a different list.
- Trello
Card archived
Triggers when a card is archived.
- Trello
Create card
Add a new card to a list with description and members.
- Trello
Move card
Move a card between lists or boards.
- Trello
Add comment
Post a comment on a card.
- Trello
Add attachment
Attach a file or URL to a card.
Common questions
How does Caddi connect Aderant and Trello?
Aderant and Trello 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 Trello 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 Trello to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Aderant + Trello 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.
Ready to automate Aderant and Trello?
Drop your work email and we'll show you Caddi running end-to-end against Aderant, Trello, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.