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

AI-native automation

Automate work acrossRocket Matter and Sentrywith Caddi AI Agents.

Connect Rocket Matter and Sentry: Resolve issue in Sentry when new matter in Rocket Matter. 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.
Rocket MatterLegal
SentryProductivity

Discover, automate and govern the work between Rocket Matter and Sentry

Caddi AI Agents find the repetitive handoffs between Rocket Matter and Sentry, 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 Rocket Matter and Sentry together

In a law firm the work between Rocket Matter and Sentry 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

    Resolve issue in Sentry when new matter in Rocket Matter.

    Caddi watches Rocket Matter for new matter and resolve issue in Sentry. No copy-paste, no missed records.

  • 02

    Create matter in Rocket Matter when new issue in Sentry.

    Caddi watches Sentry for new issue and create matter in Rocket Matter so the two systems stay in lockstep.

  • 03

    Assign issue in Sentry from Rocket Matter events.

    When time entry posted happens in Rocket Matter, Caddi assign issue in Sentry with the right context attached.

Actions Caddi can take across Rocket Matter and Sentry

  • Rocket Matter

    New matter

    Triggers when a new matter is opened in Rocket Matter.

  • Rocket Matter

    Time entry posted

    Triggers when a new time entry is recorded.

  • Rocket Matter

    New invoice

    Triggers when an invoice is generated.

  • Rocket Matter

    Create matter

    Open a new Rocket Matter matter with client and billing details.

  • Rocket Matter

    Post time entry

    Record a time entry against a matter.

  • Rocket Matter

    Add expense

    Record a billable expense against a matter.

  • Rocket Matter

    Add note

    Log a timestamped note against a matter.

  • Sentry

    New issue

    Triggers when Sentry groups a new error into an issue.

  • Sentry

    Issue regressed

    Triggers when a resolved issue starts happening again.

  • Sentry

    Alert fired

    Triggers when a Sentry alert rule's threshold is crossed.

  • Sentry

    Resolve issue

    Mark an issue resolved, optionally in the next release.

  • Sentry

    Assign issue

    Assign an issue to a person or team.

  • Sentry

    Fetch issue details

    Pull the stack trace, tags and event counts for an issue.

Common questions

How does Caddi connect Rocket Matter and Sentry?

Rocket Matter and Sentry 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 Rocket Matter and Sentry 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 Rocket Matter and Sentry to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Rocket Matter + Sentry 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 Rocket Matter and Sentry 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 Rocket Matter and Sentry?

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