AI-native automation
Automate work across
Bill4Time and 
Harveyby 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 redline in Bill4Time and Harvey. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Bill4Time and Harvey 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 Bill4Time and Harvey together
- 01
Redline document in Harvey when new time entry in Bill4Time.
Caddi watches Bill4Time for new time entry and redline document in Harvey — no copy-paste, no missed records.
- 02
Create matter in Bill4Time when document ready in Harvey.
Caddi watches Harvey for document ready and create matter in Bill4Time so the two systems stay in lockstep.
- 03
Summarize document in Harvey from Bill4Time events.
When new invoice happens in Bill4Time, Caddi summarize document in Harvey with the right context attached.
Actions Caddi can take across Bill4Time and Harvey
- 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.
- Harvey
Document ready
Triggers when a document is queued for Harvey to process.
- Harvey
Review requested
Triggers when a redline or review is requested on a draft.
- Harvey
Analysis complete
Triggers when Harvey finishes a summary, redline, or extraction.
- Harvey
Redline document
Send a draft to Harvey for AI redlining and markup.
- Harvey
Summarize document
Generate a summary of a document or document set.
- Harvey
Extract clauses
Pull key clauses, terms, or issues from a document.
- Harvey
Answer question
Run a research or document question against Harvey.
Common questions
How does Caddi connect Bill4Time and Harvey?
Bill4Time and Harvey 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 Bill4Time and Harvey 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 Bill4Time and Harvey to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Bill4Time + Harvey 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 Bill4Time and Harvey?
Drop your work email and we'll show you Caddi running end-to-end against Bill4Time, Harvey, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.