AI-native automation

Automate work acrossBill4Time and Microsoft Teamsby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

Bill4TimeLegal
Microsoft TeamsProductivity

See it on your stack

See Caddi run Bill4Time and Microsoft Teams together.

  • Brighton Jones
  • 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.
  • 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

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.

Practical ways to use Bill4Time and Microsoft Teams together

  • 01

    Send channel message in Microsoft Teams when new time entry in Bill4Time.

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

  • 02

    Create matter in Bill4Time when new channel message in Microsoft Teams.

    Caddi watches Microsoft Teams for new channel message and create matter in Bill4Time so the two systems stay in lockstep.

  • 03

    Send chat message in Microsoft Teams from Bill4Time events.

    When new invoice happens in Bill4Time, Caddi send chat message in Microsoft Teams with the right context attached.

Actions Caddi can take across Bill4Time and Microsoft Teams

  • 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 Teams

    New channel message

    Triggers when a new message is posted to a channel.

  • Microsoft Teams

    New chat message

    Triggers when a new direct or group chat arrives.

  • Microsoft Teams

    Send channel message

    Post a message to a Teams channel.

  • Microsoft Teams

    Send chat message

    Send a direct or group chat message.

  • Microsoft Teams

    Create channel

    Spin up a new channel within a team.

Common questions

How does Caddi connect Bill4Time and Microsoft Teams?

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

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

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