AI-native automation

Connect Bill4Time and Evernote with AI

Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.

  • 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

Caddi can…
Bill4TimeLegal
Caddi can…
EvernoteProductivity
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Bill4Time and Evernote together

  • 01

    Create note in Evernote when new time entry in Bill4Time.

    Caddi watches Bill4Time for new time entry and create note in Evernote — no copy-paste, no missed records.

  • 02

    Create matter in Bill4Time when new note in Evernote.

    Caddi watches Evernote for new note and create matter in Bill4Time so the two systems stay in lockstep.

  • 03

    Update note in Evernote from Bill4Time events.

    When new invoice happens in Bill4Time, Caddi update note in Evernote with the right context attached.

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

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.

Actions Caddi can take across Bill4Time and Evernote

  • Bill4Time

    New time entry

    Triggers when a timekeeper posts time against a matter.

  • Bill4Time

    New invoice

    Triggers when an invoice is generated for a client.

  • Bill4Time

    Payment received

    Triggers when a payment is recorded against an invoice.

  • Bill4Time

    Create matter

    Open a new Bill4Time matter with client and billing details.

  • Bill4Time

    Post time entry

    Record time against a matter and activity code.

  • Bill4Time

    Create invoice

    Generate an invoice for one or more matters.

  • Bill4Time

    Add expense

    Record a billable expense against a matter.

  • Evernote

    New note

    Triggers when a new note is created in a notebook.

  • Evernote

    Note updated

    Triggers when an existing note is edited.

  • Evernote

    Create note

    Create an Evernote note with content and tags.

  • Evernote

    Update note

    Append or replace content in an existing note.

  • Evernote

    Find note

    Search notes by text or tag.

Common questions

How does Caddi connect Bill4Time and Evernote?

Bill4Time and Evernote 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 Bill4Time and Evernote 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 Bill4Time and Evernote to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Bill4Time + Evernote 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 Bill4Time and Evernote?

Drop your work email and we'll show you Caddi running end-to-end against Bill4Time, Evernote, and the rest of your stack.