- Automations
- Bill4Time + iManage
AI-native automation
Automate work across
Bill4Time and
iManageby 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 matter workspace creation in Bill4Time and iManage. Caddi builds the loop and runs it.


See it on your stack
See Caddi run Bill4Time and iManage 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 iManage together
- 01
Upload document in iManage when new time entry in Bill4Time.
Caddi watches Bill4Time for new time entry and upload document in iManage — no copy-paste, no missed records.
- 02
Create matter in Bill4Time when new document in iManage.
Caddi watches iManage for new document and create matter in Bill4Time so the two systems stay in lockstep.
- 03
Search documents in iManage from Bill4Time events.
When new invoice happens in Bill4Time, Caddi search documents in iManage with the right context attached.
Actions Caddi can take across Bill4Time and iManage
Bill4TimeNew time entry
Triggers when a timekeeper posts time against a matter.
Bill4TimeNew invoice
Triggers when an invoice is generated for a client.
Bill4TimePayment received
Triggers when a payment is recorded against an invoice.
Bill4TimeCreate matter
Open a new Bill4Time matter with client and billing details.
Bill4TimePost time entry
Record time against a matter and activity code.
Bill4TimeCreate invoice
Generate an invoice for one or more matters.
Bill4TimeAdd expense
Record a billable expense against a matter.
iManageNew document
Triggers when a new document is added to a workspace.
iManageDocument updated
Triggers when an existing document is checked in.
iManageUpload document
Add a document to an iManage workspace with profile data.
iManageSearch documents
Find documents by metadata, content, or author.
iManageMove document
Move a document between folders or workspaces.
iManageCopy document
Duplicate a document to a new folder.
Common questions
How does Caddi connect Bill4Time and iManage?
Bill4Time and iManage 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 iManage 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 iManage to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Bill4Time + iManage 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 iManage?
Drop your work email and we'll show you Caddi running end-to-end against Bill4Time, iManage, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.




