Automate Clio with Caddi
Built for law firms.
Clio runs the day-to-day at thousands of firms — but the back-office around it is still a series of manual handoffs between matter staff, finance, and intake. Caddi automates those handoffs.
The work around Clio is where time disappears.
Almost every Caddi customer who uses Clio finds the same dozen workflows eating staff time: filing the right document to the right matter, posting payments, renaming PDFs, and chasing missing paperwork. We've automated all of them.
Loops Caddi runs against Clio
Initials-Based File Naming
Real customer flowCaddi looks up claim numbers in the matter system to confirm the assigned paralegal and renames documents with the correct initials, reducing cross-referencing work.
Matter-linked filenames become more accurate and easier to track.
Docketed Mail Uploads
Real customer flowCaddi cross-checks docketed mail items, uploads the required documents to the board mail folder, and archives processed files — reducing manual tracking for legal operations teams.
Board mail records stay complete, organized, and easier to maintain.
Payment Order Uploads
Real customer flowCaddi batch-uploads payment order PDFs to the correct matters and verifies each assignment before finalizing.
Payment order documents are filed to the right Clio matter more accurately.
Check PDF Uploads
Real customer flowCaddi renames check PDFs to a standard format, uploads them to the correct matter, and shares them with clients through the client portal.
Correctly named files reach the right matter and client faster.
Client Document Batch Uploads
Real customer flowCaddi batch-uploads client documents to the correct matters, applies the right metadata and disclosures, and shares eligible files with clients.
Client documents are uploaded and shared faster with more consistent matter association.
Accounting File Archiving
Real customer flowCaddi uploads accounting files to the correct matter and archives processed documents, reducing manual filing for billing and finance teams.
Accounting records are uploaded to the right matter and archived in a more organized way.
Caddi + Clio, in practice
Client intake & matter opening
Pull client details from inbound emails, forms, or PDFs and create the matter, contacts, and folder structure in Clio automatically.
Document filing & renaming
Classify incoming documents, rename them to your firm's convention, and file them to the correct Clio matter without paralegal touch time.
Billing & finance workflows
Push invoices, payments, and trust-accounting events between Clio 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 Clio data and route the output to the right inbox.
Questions about automating Clio
Does Caddi have a real Clio integration?
Yes. Caddi runs verified code against Clio's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Clio is reviewed before it runs in production.
Do I need engineering help to automate Clio with Caddi?
No. You demonstrate the workflow once — clicking through Clio 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 Clio 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 Clio with no model in the loop.
Can Caddi connect Clio 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 Clio, 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 Clio?
Drop your work email and we'll show you Caddi running end-to-end against Clio and the rest of your stack.