AI-native automation

Automate work acrossAdobe Acrobat and Rocket Matterby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

Adobe AcrobatProductivity
Rocket MatterLegal

See it on your stack

See Caddi run Adobe Acrobat and Rocket Matter together.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.
  • Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — 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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Adobe Acrobat and Rocket Matter together

  • 01

    Create matter in Rocket Matter when new pdf uploaded in Adobe Acrobat.

    Caddi watches Adobe Acrobat for new pdf uploaded and create matter in Rocket Matter — no copy-paste, no missed records.

  • 02

    Create PDF in Adobe Acrobat when new matter in Rocket Matter.

    Caddi watches Rocket Matter for new matter and create pdf in Adobe Acrobat so the two systems stay in lockstep.

  • 03

    Post time entry in Rocket Matter from Adobe Acrobat events.

    When pdf processed happens in Adobe Acrobat, Caddi post time entry in Rocket Matter with the right context attached.

Actions Caddi can take across Adobe Acrobat and Rocket Matter

  • Adobe Acrobat

    New PDF uploaded

    Triggers when a PDF is added to your Acrobat account.

  • Adobe Acrobat

    PDF processed

    Triggers when an OCR or extraction job finishes.

  • Adobe Acrobat

    Create PDF

    Generate a PDF from a document, image, or template.

  • Adobe Acrobat

    OCR a PDF

    Run OCR over a scanned PDF and return searchable text.

  • Adobe Acrobat

    Extract content

    Pull structured text or fields from a PDF.

  • Adobe Acrobat

    Combine PDFs

    Merge multiple PDFs into one ordered document.

  • Adobe Acrobat

    Apply protection

    Password-protect or restrict permissions on a PDF.

  • Rocket Matter

    New matter

    Triggers when a new matter is opened in Rocket Matter.

  • Rocket Matter

    Time entry posted

    Triggers when a new time entry is recorded.

  • Rocket Matter

    New invoice

    Triggers when an invoice is generated.

  • Rocket Matter

    Create matter

    Open a new Rocket Matter matter with client and billing details.

  • Rocket Matter

    Post time entry

    Record a time entry against a matter.

  • Rocket Matter

    Add expense

    Record a billable expense against a matter.

  • Rocket Matter

    Add note

    Log a timestamped note against a matter.

Common questions

How does Caddi connect Adobe Acrobat and Rocket Matter?

Adobe Acrobat and Rocket Matter just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Adobe Acrobat and Rocket Matter end-to-end.

Do I need engineering help?

No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.

Can Caddi connect Adobe Acrobat and Rocket Matter to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Adobe Acrobat + Rocket Matter 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 the screenshare. The Caddi team reviews every loop before it runs in production.

Ready to automate Adobe Acrobat and Rocket Matter?

Drop your work email and we'll show you Caddi running end-to-end against Adobe Acrobat, Rocket Matter, and the rest of your stack.