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Automate eBillity with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with eBillity. It runs the eBillity steps your team does by hand today, 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 eBillity integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across eBillity and every tool it touches, including the screens with no API.

Visit ebillity.com

How to automate eBillity

  1. Connect eBillity to Caddi

    Allow

    1Sign in to eBillity

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

  2. Automate push time entries in eBillity.

    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.

Integrations

eBillity integrations

Connect eBillity with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with eBillity

Why teams automate eBillity

eBillity handles time tracking and legal billing through its Time Tracker product. Caddi AI Agents automate the motions around it so staff stop entering time and invoices by hand.

The friction is not inside eBillity, it is the time capture, invoicing, and reconciliation that surround it. Caddi runs those steps deterministically across the firm's stack.

Loops Caddi runs against eBillity

  • Push time entries

    Recommended pattern
    1. eBillity
    2. Clio

    Caddi collects captured time and posts it into eBillity against the right matter.

  • Invoice and reconcile

    Recommended pattern
    1. eBillity
    2. LawPay

    Caddi generates the eBillity invoice and reconciles the payment against LawPay.

  • Billing sync

    Recommended pattern
    1. eBillity
    2. QuickBooks

    Caddi syncs approved eBillity invoices into QuickBooks for accounting.

Where professional services teams use it

  • Client intake & matter opening

    Pull client details from inbound emails, forms, or PDFs and create the matter, contacts, and folder structure in eBillity automatically.

  • Document filing & renaming

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

  • Billing & finance workflows

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

Questions about automating eBillity

Does Caddi have a real eBillity integration?

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

Do I need engineering help to automate eBillity with Caddi?

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

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

Can Caddi connect eBillity 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 eBillity, 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 eBillity?

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 eBillity

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See it on your stack

Ready to automate eBillity?

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