AI-native automation
Automate work across
CASEpeer and 
Cliowith Caddi AI Agents.
Automate anything you do across CASEpeer, Clio, 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 CASEpeer and Clio
Connect CASEpeer to Caddi
Allow1Sign in to CASEpeer
One click with your own CASEpeer login. No API keys.
Connect Clio to Caddi
Allow2Sign in to Clio
The same click again. Both tools are connected.
Create matter in Clio when new case in CASEpeer.
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 CASEpeer and Clio together
In a law firm the work between CASEpeer and Clio 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 matter in Clio when new case in CASEpeer.
Caddi watches CASEpeer for new case and create matter in Clio. No copy-paste, no missed records.
- 02
Create case in CASEpeer when new matter in Clio.
Caddi watches Clio for new matter and create case in CASEpeer so the two systems stay in lockstep.
- 03
Create contact in Clio from CASEpeer events.
When case stage changed happens in CASEpeer, Caddi create contact in Clio with the right context attached.
Actions Caddi can take across CASEpeer and Clio
- CASEpeer
New case
Triggers when a new case is created in CasePeer.
- CASEpeer
Case stage changed
Triggers when a case advances to a new stage.
- CASEpeer
New intake
Triggers when a new lead enters the intake pipeline.
- CASEpeer
Create case
Open a new CasePeer case with client, incident, and intake fields.
- CASEpeer
Create contact
Add a contact (client, witness, opposing party) to a case.
- CASEpeer
Add note
Log a timestamped note against a case.
- CASEpeer
Update case stage
Advance a case to the next stage with optional owner change.
- 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 CASEpeer and Clio?
CASEpeer and Clio 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 CASEpeer and Clio 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 CASEpeer and Clio to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first CASEpeer + 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.
Does this work for law firms?
Yes. Caddi runs CASEpeer and Clio 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 CASEpeer and Clio?
Drop your work email and we'll show you Caddi running end-to-end against CASEpeer, Clio, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.