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LawLegal Specific

Automate Aderant with Caddi

Built for law firms.

Aderant powers the financial backbone of large and midsize firms. Caddi handles the surrounding motion — time capture, prebill review, receipt reconciliation — so finance teams stop living in spreadsheets.

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 it works

Automate Aderant by teaching Caddi like a new hire.

Walk Caddi through the Aderant work the way you'd train someone on their first day. It learns the job, builds a verified automation, and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Teach it the job

    Walk Caddi through the Aderant task the way you'd onboard a new hire.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with Aderant

Why teams automate Aderant

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 pattern
    1. Aderant
    2. Microsoft Outlook
    3. NetDocuments

    Caddi 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 pattern
    1. Aderant
    2. Microsoft Outlook
    3. SharePoint

    Caddi extracts payment details from receipt emails and writes them against the correct matter and invoice in Aderant.

  • Conflict-check kickoff

    Recommended pattern
    1. Aderant
    2. Microsoft Outlook
    3. iManage

    When 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Aderant with no model in the loop.

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.

Often automated alongside Aderant

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See it on your stack

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.