Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossKlaviyo and TimeSolvwith Caddi AI Agents.

Connect Klaviyo and TimeSolv: Create matter in TimeSolv when profile created in Klaviyo. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
KlaviyoProductivity
TimeSolvLegal

Discover, automate and govern the work between Klaviyo and TimeSolv

Caddi AI Agents find the repetitive handoffs between Klaviyo and TimeSolv, 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 the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • 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 Klaviyo and TimeSolv together

In a law firm the work between Klaviyo and TimeSolv 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

    Create matter in TimeSolv when profile created in Klaviyo.

    Caddi watches Klaviyo for profile created and create matter in TimeSolv. No copy-paste, no missed records.

  • 02

    Create or update profile in Klaviyo when new time entry in TimeSolv.

    Caddi watches TimeSolv for new time entry and create or update profile in Klaviyo so the two systems stay in lockstep.

  • 03

    Post time entry in TimeSolv from Klaviyo events.

    When added to list happens in Klaviyo, Caddi post time entry in TimeSolv with the right context attached.

Actions Caddi can take across Klaviyo and TimeSolv

  • Klaviyo

    Profile created

    Triggers when a new profile is added.

  • Klaviyo

    Added to list

    Triggers when a profile joins a list.

  • Klaviyo

    Campaign sent

    Triggers when a campaign goes out.

  • Klaviyo

    Create or update profile

    Upsert a profile with properties.

  • Klaviyo

    Add to list

    Subscribe a profile to a list.

  • Klaviyo

    Track event

    Record a custom event on a profile.

  • TimeSolv

    New time entry

    Triggers when a timekeeper posts time.

  • TimeSolv

    Invoice issued

    Triggers when an invoice is finalized.

  • TimeSolv

    Create matter

    Open a new TimeSolv matter with client and billing details.

  • TimeSolv

    Post time entry

    Record time against a matter and activity code.

  • TimeSolv

    Add expense

    Record a billable expense against a matter.

  • TimeSolv

    Generate invoice

    Bill one or more matters in a single statement.

Common questions

How does Caddi connect Klaviyo and TimeSolv?

Klaviyo and TimeSolv 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 Klaviyo and TimeSolv 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 Klaviyo and TimeSolv to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Klaviyo + TimeSolv 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 Klaviyo and TimeSolv 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 Klaviyo and TimeSolv?

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