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

Automate Bill4Time with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with Bill4Time. It runs 7 supported actions in Bill4Time, including payment received, create matter, and post time entry, and connects it to Clio, LawPay, and Quickbooks. 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 Bill4Time integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Bill4Time and every tool it touches, including the screens with no API.

Supported actions7
  • New time entryTriggers when a timekeeper posts time against a matter.
  • New invoiceTriggers when an invoice is generated for a client.
  • Payment receivedTriggers when a payment is recorded against an invoice.
  • Create matterOpen a new Bill4Time matter with client and billing details.
  • Post time entryRecord time against a matter and activity code.
  • Create invoiceGenerate an invoice for one or more matters.
  • Add expenseRecord a billable expense against a matter.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Visit bill4time.com

How to automate Bill4Time

  1. Connect Bill4Time to Caddi

    Allow

    1Sign in to Bill4Time

    One click with your own Bill4Time login. No API keys.

  2. Automate time entry from calendar + email in Bill4Time.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

The details

What Caddi does with Bill4Time

Why teams automate Bill4Time

Bill4Time keeps small and midsize firms billing cleanly — Caddi AI Agents keep the surrounding workflow honest.

Billing leaks at small firms aren't about the bill itself — they're about the missed time entry, the late receipt, and the unsynced matter. Caddi closes those gaps.

Loops Caddi runs against Bill4Time

  • Time entry from calendar + email

    Recommended pattern
    1. Bill4Time
    2. Microsoft Outlook
    3. Google Calendar

    Caddi reviews calendar events and sent email each day, drafts time entries with the right matter, and queues them in Bill4Time for review.

  • Receipt reconciliation

    Recommended pattern
    1. Bill4Time
    2. Microsoft Outlook
    3. Quickbooks

    When a payment receipt arrives, Caddi matches it to the right Bill4Time invoice and updates the matter record.

  • Collections follow-up

    Recommended pattern
    1. Bill4Time
    2. Gmail

    Caddi identifies aging invoices, drafts a templated reminder from the attorney's account, and logs the touch back to Bill4Time.

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 Bill4Time automatically.

  • Document filing & renaming

    Classify incoming documents, rename them to your firm's convention, and file them to the correct Bill4Time matter without paralegal touch time.

  • Billing & finance workflows

    Push invoices, payments, and trust-accounting events between Bill4Time 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 Bill4Time data and route the output to the right inbox.

Questions about automating Bill4Time

Does Caddi have a real Bill4Time integration?

Yes. Caddi runs verified code against Bill4Time's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Bill4Time is reviewed before it runs in production.

Do I need engineering help to automate Bill4Time with Caddi?

No. You demonstrate the workflow, clicking through Bill4Time 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 Bill4Time data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Bill4Time, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Bill4Time 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 Bill4Time, 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 Bill4Time?

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.

Often automated alongside Bill4Time

Browse all
See it on your stack

Ready to automate Bill4Time?

Drop your work email and we'll show you Caddi running end-to-end against Bill4Time and the rest of your stack.