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AI-native automation

Automate work acrossBill4Time and Microsoft Outlookby 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.

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Help me automate claim Email Thread Triage in Bill4Time and Microsoft Outlook. Caddi builds the loop and runs it.

Bill4TimeLegal
Microsoft OutlookProductivity

See it on your stack

See Caddi run Bill4Time and Microsoft Outlook together.

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

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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Bill4Time and Microsoft Outlook together

  • 01

    Send email in Microsoft Outlook when new time entry in Bill4Time.

    Caddi watches Bill4Time for new time entry and send email in Microsoft Outlook — no copy-paste, no missed records.

  • 02

    Create matter in Bill4Time when new email in Microsoft Outlook.

    Caddi watches Microsoft Outlook for new email and create matter in Bill4Time so the two systems stay in lockstep.

  • 03

    Reply to email in Microsoft Outlook from Bill4Time events.

    When new invoice happens in Bill4Time, Caddi reply to email in Microsoft Outlook with the right context attached.

Actions Caddi can take across Bill4Time and Microsoft Outlook

  • 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.

  • Microsoft Outlook

    New email

    Triggers when a new email arrives in your inbox.

  • Microsoft Outlook

    New event

    Triggers when a new event is added to your calendar.

  • Microsoft Outlook

    Flag set on email

    Triggers when you flag a message for follow-up.

  • Microsoft Outlook

    Send email

    Send a new email from your Outlook account.

  • Microsoft Outlook

    Reply to email

    Reply to an existing email thread.

  • Microsoft Outlook

    Forward email

    Forward an existing email to one or more recipients.

  • Microsoft Outlook

    Create event

    Add a new calendar event with attendees and reminders.

  • Microsoft Outlook

    Move message

    Move an email between folders.

Common questions

How does Caddi connect Bill4Time and Microsoft Outlook?

Bill4Time and Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook to other tools too?

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

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