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AI-native automation

Automate work acrossBill4Time and iManagewith Caddi AI Agents.

Automate anything you do across Bill4Time, iManage, 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 Bill4Time and iManage

  1. Connect Bill4Time to Caddi

    Allow

    1Sign in to Bill4Time

    One click with your own Bill4Time login. No API keys.

  2. Connect iManage to Caddi

    Allow

    2Sign in to iManage

    The same click again. Both tools are connected.

  3. Upload document in iManage when new time entry in Bill4Time.

    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 Bill4Time and iManage together

In a law firm the work between Bill4Time and iManage 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

    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

  • 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.

  • iManage

    New document

    Triggers when a new document is added to a workspace.

  • iManage

    Document updated

    Triggers when an existing document is checked in.

  • iManage

    Upload document

    Add a document to an iManage workspace with profile data.

  • iManage

    Search documents

    Find documents by metadata, content, or author.

  • iManage

    Move document

    Move a document between folders or workspaces.

  • iManage

    Copy 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.

Does this work for law firms?

Yes. Caddi runs Bill4Time and iManage 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 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.