LawAutomate Aderant with Caddi AI Agents
Built for law firms.
Yes, Caddi integrates with Aderant. It runs 7 supported actions in Aderant, including invoice generated, matter opened, and create matter, and connects it to iManage, NetDocuments, and Elite 3E. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.
The differenceMost Aderant integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Aderant and every tool it touches, including the screens with no API.
Supported actions7
- New time entryTriggers when a timekeeper posts time against a matter.
- Invoice generatedTriggers when an Aderant invoice is finalized.
- Matter openedTriggers when a new matter is opened in Aderant.
- Create matterOpen a new Aderant matter with client, billing, and intake fields.
- Post time entryRecord a timekeeper's time against a matter and activity code.
- Create invoiceGenerate an invoice for one or more matters.
- Update clientPush contact, billing, or conflicts data back into the client record.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
How to automate Aderant
Connect Aderant to Caddi
Allow1Sign in to Aderant
One click with your own Aderant login. No API keys.
Automate prebill prep + routing in Aderant.
ScreenshareType it2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi does with Aderant
Why teams automate Aderant
Aderant powers the financial backbone of large and midsize firms. Caddi AI Agents handle the surrounding motion — time capture, prebill review, receipt reconciliation — so finance teams stop living in spreadsheets.
Aderant is configured precisely for each firm, which is why off-the-shelf integrations break. Caddi learns your team's exact clicks and runs them deterministically — across Aderant, the DMS, and email.
Loops Caddi runs against Aderant
Prebill prep + routing
Recommended patternCaddi pulls the right prebills from Aderant, applies firm-specific narrative rules, and routes each to the responsible partner for review.
Receipt-to-matter reconciliation
Recommended patternCaddi extracts payment details from receipt emails and writes them against the correct matter and invoice in Aderant.
Conflict-check kickoff
Recommended patternWhen a new matter request hits intake, Caddi runs the conflict check across Aderant data and routes the result for sign-off.
Where law firms use it
Client intake & matter opening
Pull client details from inbound emails, forms, or PDFs and create the matter, contacts, and folder structure in Aderant automatically.
Document filing & renaming
Classify incoming documents, rename them to your firm's convention, and file them to the correct Aderant matter without paralegal touch time.
Billing & finance workflows
Push invoices, payments, and trust-accounting events between Aderant and your billing system, with reconciliation logged back to each matter.
Compliance & follow-ups
Trigger HIPAA packets, retainer agreements, conflict checks, or status follow-ups from Aderant data and route the output to the right inbox.
Questions about automating Aderant
Does Caddi have a real Aderant integration?
Yes. Caddi runs verified code against Aderant's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Aderant is reviewed before it runs in production.
Do I need engineering help to automate Aderant with Caddi?
No. You demonstrate the workflow, clicking through Aderant the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Aderant data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Aderant, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Aderant to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Aderant, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
How do I find what to automate in Aderant?
Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.
Ready to automate Aderant?
Drop your work email and we'll show you Caddi running end-to-end against Aderant and the rest of your stack.