AI-native automation
Automate work across
Clio and 
RingCentralby 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 next-day client SMS in Clio and RingCentral. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Clio and RingCentral 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 Clio and RingCentral together
- 01
Send SMS in RingCentral when new matter in Clio.
Caddi watches Clio for new matter and send sms in RingCentral — no copy-paste, no missed records.
- 02
Create matter in Clio when new call logged in RingCentral.
Caddi watches RingCentral for new call logged and create matter in Clio so the two systems stay in lockstep.
- 03
Send fax in RingCentral from Clio events.
When new contact happens in Clio, Caddi send fax in RingCentral with the right context attached.
Actions Caddi can take across Clio and RingCentral
- 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.
- RingCentral
New call logged
Triggers when a call is recorded in the call log.
- RingCentral
New SMS message
Triggers when a new SMS arrives.
- RingCentral
New fax
Triggers when a new fax is received.
- RingCentral
Send SMS
Send an SMS message to one or more numbers.
- RingCentral
Send fax
Send a fax with one or more attached documents.
- RingCentral
Post message to team
Post a message to a RingCentral team chat.
Common questions
How does Caddi connect Clio and RingCentral?
Clio and RingCentral 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 RingCentral 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 RingCentral to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Clio + RingCentral 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 RingCentral?
Drop your work email and we'll show you Caddi running end-to-end against Clio, RingCentral, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.