Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossBill4Time and Wavewith Caddi AI Agents.

Connect Bill4Time and Wave: Create invoice in Wave when new time entry in Bill4Time. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
Bill4TimeLegal
WaveFinance

Discover, automate and govern the work between Bill4Time and Wave

Caddi AI Agents find the repetitive handoffs between Bill4Time and Wave, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • 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 Wave together

In a law firm the work between Bill4Time and Wave 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

    Create invoice in Wave when new time entry in Bill4Time.

    Caddi watches Bill4Time for new time entry and create invoice in Wave. No copy-paste, no missed records.

  • 02

    Create matter in Bill4Time when invoice paid in Wave.

    Caddi watches Wave for invoice paid and create matter in Bill4Time so the two systems stay in lockstep.

  • 03

    Record payment in Wave from Bill4Time events.

    When new invoice happens in Bill4Time, Caddi record payment in Wave with the right context attached.

Actions Caddi can take across Bill4Time and Wave

  • 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.

  • Wave

    Invoice paid

    Triggers when a Wave invoice is paid.

  • Wave

    New customer

    Triggers when a customer is added.

  • Wave

    Invoice overdue

    Triggers when an invoice passes its due date.

  • Wave

    Create invoice

    Draft an invoice with line items.

  • Wave

    Record payment

    Mark an invoice paid.

  • Wave

    Create transaction

    Record an income or expense transaction.

Common questions

How does Caddi connect Bill4Time and Wave?

Bill4Time and Wave 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 Wave 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 Wave to other tools too?

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

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