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AI-native automation

Automate work acrossRocket Matter and WooCommercewith Caddi AI Agents.

Automate anything you do across Rocket Matter, WooCommerce, 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 Rocket Matter and WooCommerce

  1. Connect Rocket Matter to Caddi

    Allow

    1Sign in to Rocket Matter

    One click with your own Rocket Matter login. No API keys.

  2. Connect WooCommerce to Caddi

    Allow

    2Sign in to WooCommerce

    The same click again. Both tools are connected.

  3. Update order in WooCommerce when new matter in Rocket Matter.

    ScreenshareType 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.

  • Brighton Jones
  • 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 WooCommerce together

In a law firm the work between Rocket Matter and WooCommerce 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

    Update order in WooCommerce when new matter in Rocket Matter.

    Caddi watches Rocket Matter for new matter and update order in WooCommerce. No copy-paste, no missed records.

  • 02

    Create matter in Rocket Matter when new order in WooCommerce.

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

  • 03

    Create coupon in WooCommerce from Rocket Matter events.

    When time entry posted happens in Rocket Matter, Caddi create coupon in WooCommerce with the right context attached.

Actions Caddi can take across Rocket Matter and WooCommerce

  • 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.

  • WooCommerce

    New order

    Triggers when an order is placed.

  • WooCommerce

    Order refunded

    Triggers when an order is refunded.

  • WooCommerce

    New customer

    Triggers when a customer account is created.

  • WooCommerce

    Update order

    Change status or add a note to an order.

  • WooCommerce

    Create coupon

    Issue a discount code.

  • WooCommerce

    Fetch orders

    Pull orders for a date range.

Common questions

How does Caddi connect Rocket Matter and WooCommerce?

Rocket Matter and WooCommerce 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 WooCommerce 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 WooCommerce to other tools too?

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

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