- Automations
- CASEpeer + Timely
AI-native automation
Automate work across
CASEpeer and
Timelyby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate timely-to-billing in CASEpeer and Timely. Caddi builds the loop and runs it.


See it on your stack
See Caddi run CASEpeer and Timely 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.
- 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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use CASEpeer and Timely together
- 01
Create time entry in Timely when new case in CASEpeer.
Caddi watches CASEpeer for new case and create time entry in Timely — no copy-paste, no missed records.
- 02
Create case in CASEpeer when new time entry in Timely.
Caddi watches Timely for new time entry and create case in CASEpeer so the two systems stay in lockstep.
- 03
Create project in Timely from CASEpeer events.
When case stage changed happens in CASEpeer, Caddi create project in Timely with the right context attached.
Actions Caddi can take across CASEpeer and Timely
CASEpeerNew case
Triggers when a new case is created in CasePeer.
CASEpeerCase stage changed
Triggers when a case advances to a new stage.
CASEpeerNew intake
Triggers when a new lead enters the intake pipeline.
CASEpeerCreate case
Open a new CasePeer case with client, incident, and intake fields.
CASEpeerCreate contact
Add a contact (client, witness, opposing party) to a case.
CASEpeerAdd note
Log a timestamped note against a case.
CASEpeerUpdate case stage
Advance a case to the next stage with optional owner change.
TimelyNew time entry
Triggers when a time entry is logged.
TimelyProject updated
Triggers when a project's status or details change.
TimelyCreate time entry
Log a time entry against a project and user.
TimelyCreate project
Spin up a new Timely project with budget and team.
Common questions
How does Caddi connect CASEpeer and Timely?
CASEpeer and Timely 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 Timely 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 Timely to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first CASEpeer + Timely 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.
Ready to automate CASEpeer and Timely?
Drop your work email and we'll show you Caddi running end-to-end against CASEpeer, Timely, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.




