Meet CaddiLegal AI ROI webinarReplayADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossAttio and TimeSolvwith Caddi AI Agents.

Automate anything you do across Attio, TimeSolv, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Attio and TimeSolv

  1. Connect Attio to Caddi

    Allow

    1Sign in to Attio

    One click with your own Attio login. No API keys.

  2. Connect TimeSolv to Caddi

    Allow

    2Sign in to TimeSolv

    The same click again. Both tools are connected.

  3. Create matter in TimeSolv when new record in Attio.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • 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 Attio and TimeSolv together

In a law firm the work between Attio and TimeSolv 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

    Create matter in TimeSolv when new record in Attio.

    Caddi watches Attio for new record and create matter in TimeSolv. No copy-paste, no missed records.

  • 02

    Create or update record in Attio when new time entry in TimeSolv.

    Caddi watches TimeSolv for new time entry and create or update record in Attio so the two systems stay in lockstep.

  • 03

    Post time entry in TimeSolv from Attio events.

    When record updated happens in Attio, Caddi post time entry in TimeSolv with the right context attached.

Actions Caddi can take across Attio and TimeSolv

  • Attio

    New record

    Triggers when a person, company or custom-object record is created.

  • Attio

    Record updated

    Triggers when an attribute on a record changes.

  • Attio

    List entry added

    Triggers when a record is added to a list or pipeline.

  • Attio

    Stage changed

    Triggers when a list entry moves to a new stage.

  • Attio

    Create or update record

    Create a record or update it if it already exists.

  • Attio

    Add to list

    Add a record to a list or pipeline at a given stage.

  • Attio

    Create note

    Attach a note to a record.

  • Attio

    Create task

    Create a task linked to a record, with an assignee and due date.

  • TimeSolv

    New time entry

    Triggers when a timekeeper posts time.

  • TimeSolv

    Invoice issued

    Triggers when an invoice is finalized.

  • TimeSolv

    Create matter

    Open a new TimeSolv matter with client and billing details.

  • TimeSolv

    Post time entry

    Record time against a matter and activity code.

  • TimeSolv

    Add expense

    Record a billable expense against a matter.

  • TimeSolv

    Generate invoice

    Bill one or more matters in a single statement.

Common questions

How does Caddi connect Attio and TimeSolv?

Attio and TimeSolv 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 Attio and TimeSolv 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 Attio and TimeSolv to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Attio + TimeSolv 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 Attio and TimeSolv 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 Attio and TimeSolv?

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