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AI-native automation

Automate work acrossClio and Google Calendarwith Caddi AI Agents.

Automate anything you do across Clio, Google Calendar, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Clio and Google Calendar

  1. Connect Clio to Caddi

    Allow

    1Sign in to Clio

    One click with your own Clio login. No API keys.

  2. Connect Google Calendar to Caddi

    Allow

    2Sign in to Google Calendar

    The same click again. Both tools are connected.

  3. Put Clio matter dates on the right Google Calendar.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Google Calendar together

In a law firm the work between Clio and Google Calendar 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

    Put Clio matter dates on the right Google Calendar.

    When a matter calendar entry is created in Clio, Caddi writes it to the assigned attorney's Google Calendar with the matter reference in the title, so the calendar actually reflects the docket.

  • 02

    Log calendar meetings back to the Clio matter.

    Caddi writes client meetings from Google Calendar to the matching Clio matter as a communication, so the matter history is complete without anyone writing it up after the fact.

  • 03

    Keep reschedules in sync on both sides.

    When an event moves in either system, Caddi updates the other, so the calendar and the matter do not drift apart over the life of a case.

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.

Does this work for law firms?

Yes. Caddi runs Clio and Google Calendar 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 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.