Automate eBillity with Caddi
Built for professional services teams.
eBillity handles time tracking and legal billing through its Time Tracker product. Caddi automates the motions around it so staff stop entering time and invoices by hand.
Automating eBillity takes one screenshare.
Show Caddi the eBillity workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Record it once
Screen-share the eBillity task the way you already do it.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with eBillity
Why teams automate eBillity
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 patternCaddi collects captured time and posts it into eBillity against the right matter.
Invoice and reconcile
Recommended patternCaddi generates the eBillity invoice and reconciles the payment against LawPay.
Billing sync
Recommended pattern- eBillity
- 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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against eBillity with no model in the loop.
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.
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.