AI-native automation
Automate work across
Clio and 
Constant Contactwith Caddi AI Agents.
Connect Clio and Constant Contact: Add contact in Constant Contact when new matter in Clio. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Clio and Constant Contact
Caddi AI Agents find the repetitive handoffs between Clio and Constant Contact, 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 repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Clio and Constant Contact together
In a law firm the work between Clio and Constant Contact 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
Add contact in Constant Contact when new matter in Clio.
Caddi watches Clio for new matter and add contact in Constant Contact. No copy-paste, no missed records.
- 02
Create matter in Clio when new subscriber in Constant Contact.
Caddi watches Constant Contact for new subscriber and create matter in Clio so the two systems stay in lockstep.
- 03
Remove from list in Constant Contact from Clio events.
When new contact happens in Clio, Caddi remove from list in Constant Contact with the right context attached.
Actions Caddi can take across Clio and Constant Contact
- 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.
- Constant Contact
New subscriber
Triggers when a contact joins a list.
- Constant Contact
Campaign sent
Triggers when a campaign goes out.
- Constant Contact
Unsubscribe
Triggers when a contact opts out.
- Constant Contact
Add contact
Add or update a contact on a list.
- Constant Contact
Remove from list
Take a contact off a list.
- Constant Contact
Tag contact
Apply a tag for segmentation.
Common questions
How does Caddi connect Clio and Constant Contact?
Clio and Constant Contact 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 Clio and Constant Contact 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 Clio and Constant Contact to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Clio + Constant Contact 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 Clio and Constant Contact 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 Clio and Constant Contact?
Drop your work email and we'll show you Caddi running end-to-end against Clio, Constant Contact, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.