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.
The work around Aderant is where time disappears.
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.
Caddi + Aderant, in practice
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 once — 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.
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.