AI-native automation
Connect Clio and Toggl with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Clio and Toggl together
- 01
Roll Toggl time up into Clio matters.
Caddi maps each Toggl entry to the right Clio client and matter, applies your task and activity codes, and writes draft time entries for the attorney to review and submit.
- 02
Open a Toggl project when a Clio matter is created.
When a new matter opens in Clio, Caddi spins up the matching Toggl project with the client, budget, and team set, so tracked time lands in the right place from day one.
- 03
Flag unbilled Toggl hours on Clio matters.
Caddi compares tracked Toggl time against what has been billed in Clio and surfaces the matters with hours still sitting uncaptured.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Clio and Toggl
- 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.
- Toggl
New time entry
Triggers when a time entry is logged in Toggl.
- Toggl
Timer stopped
Triggers when a running timer is stopped and the entry is finalized.
- Toggl
Project updated
Triggers when a project's status, client, or budget changes.
- Toggl
Create time entry
Log a time entry against a project, client, and tag.
- Toggl
Start timer
Start a running timer for a workspace user.
- Toggl
Stop timer
Stop the active timer and save the entry.
- Toggl
Create project
Spin up a new Toggl project with client, budget, and team.
- Toggl
Generate report
Pull a summary or detailed time report for a date range.
Common questions
How does Caddi connect Clio and Toggl?
Clio and Toggl just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Clio and Toggl end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Clio and Toggl to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Clio + Toggl 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Clio and Toggl?
Drop your work email and we'll show you Caddi running end-to-end against Clio, Toggl, and the rest of your stack.