AI-native automation
Automate work across
Bill4Time and 
NetDocumentswith Caddi AI Agents.
Automate anything you do across Bill4Time, NetDocuments, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Bill4Time and NetDocuments
Connect Bill4Time to Caddi
Allow1Sign in to Bill4Time
One click with your own Bill4Time login. No API keys.
Connect NetDocuments to Caddi
Allow2Sign in to NetDocuments
The same click again. Both tools are connected.
Upload document in NetDocuments when new time entry in Bill4Time.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 NetDocuments together
In a law firm the work between Bill4Time and NetDocuments 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 NetDocuments when new time entry in Bill4Time.
Caddi watches Bill4Time for new time entry and upload document in NetDocuments. No copy-paste, no missed records.
- 02
Create matter in Bill4Time when new document in NetDocuments.
Caddi watches NetDocuments for new document and create matter in Bill4Time so the two systems stay in lockstep.
- 03
Create workspace in NetDocuments from Bill4Time events.
When new invoice happens in Bill4Time, Caddi create workspace in NetDocuments with the right context attached.
Actions Caddi can take across Bill4Time and NetDocuments
- 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.
- NetDocuments
New document
Triggers when a document is added to a workspace.
- NetDocuments
Document profiled
Triggers when profile attributes are set on a document.
- NetDocuments
Upload document
Add a document to a workspace with profile attributes.
- NetDocuments
Create workspace
Open a new matter workspace under a cabinet.
- NetDocuments
Search documents
Find documents by content or profile attributes.
- NetDocuments
Update document attributes
Set or change profile fields on a document.
Common questions
How does Caddi connect Bill4Time and NetDocuments?
Bill4Time and NetDocuments 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 NetDocuments 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 NetDocuments to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Bill4Time + NetDocuments 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 NetDocuments 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 NetDocuments?
Drop your work email and we'll show you Caddi running end-to-end against Bill4Time, NetDocuments, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.