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AI-native automation

Automate work acrossClio and Google Calendarby 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.

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Help me automate pre-meeting prep packet in Clio and Google Calendar. Caddi builds the loop and runs it.

ClioLegal
Google CalendarProductivity

See it on your stack

See Caddi run Clio and Google Calendar together.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Clio and Google Calendar together

  • 01

    Create event in Google Calendar when new matter in Clio.

    Caddi watches Clio for new matter and create event in Google Calendar — no copy-paste, no missed records.

  • 02

    Create matter in Clio when new event in Google Calendar.

    Caddi watches Google Calendar for new event and create matter in Clio so the two systems stay in lockstep.

  • 03

    Update event in Google Calendar from Clio events.

    When new contact happens in Clio, Caddi update event in Google Calendar with the right context attached.

Actions Caddi can take across Clio and Google Calendar

  • 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.

  • Google Calendar

    New event

    Triggers when a new event is added to a calendar.

  • Google Calendar

    Event updated

    Triggers when an existing event is modified.

  • Google Calendar

    Event starting soon

    Triggers shortly before an event begins.

  • Google Calendar

    Create event

    Add a new event with attendees, location, and reminders.

  • Google Calendar

    Update event

    Modify an existing event's time, attendees, or details.

  • Google Calendar

    Delete event

    Cancel an event and optionally notify attendees.

  • Google Calendar

    Find event

    Search the calendar by query and date range.

Common questions

How does Caddi connect Clio and Google Calendar?

Clio and Google Calendar 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 Google Calendar 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 Google Calendar to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Clio + Google Calendar 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 Clio and Google Calendar?

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