AI-native automation
Automate work across
Bloomberg and 
Clioby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run Bloomberg and Clio together.
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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Bloomberg and Clio together
- 01
Keep Bloomberg and Clio in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
Actions Caddi can take across Bloomberg and Clio
- Clio
New matter
Triggers when a new matter is opened in Clio.
- Clio
New contact
Triggers when a new contact is created.
- Clio
Time entry posted
Triggers when a new time entry is recorded.
- Clio
Communication added
Triggers when a call, email, or meeting is logged.
- Clio
Create matter
Open a new Clio matter with client, billing, and intake fields.
- Clio
Create contact
Add a person or company contact to Clio.
- Clio
Create note
Log a timestamped note against a matter.
- Clio
Create time entry
Record time against a matter with rate and activity code.
- Clio
Upload document
Attach a document to a matter with metadata.
Common questions
How does Caddi connect Bloomberg and Clio?
Bloomberg and Clio 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 Bloomberg and Clio 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 Bloomberg and Clio to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Bloomberg + Clio 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 Bloomberg and Clio?
Drop your work email and we'll show you Caddi running end-to-end against Bloomberg, Clio, and the rest of your stack.