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Law

Automate Elite 3E with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with Elite 3E. It runs the Elite 3E steps your team does by hand today, and connects it to Aderant, iManage, and NetDocuments. 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 Elite 3E integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Elite 3E and every tool it touches, including the screens with no API.

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How to automate Elite 3E

  1. Connect Elite 3E to Caddi

    Allow

    1Sign in to Elite 3E

    One click with your own Elite 3E login. No API keys.

  2. Automate prebill prep + partner routing in Elite 3E.

    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

Elite 3E integrations

Connect Elite 3E 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 Elite 3E

Why teams automate Elite 3E

Elite 3E is the financial system of record for many large firms — and like every enterprise billing platform, it's surrounded by manual prebill review, time entry, and reconciliation work. Caddi AI Agents automate those motions so finance teams stop rekeying between 3E, the DMS, and email.

3E is configured precisely for each firm, so off-the-shelf connectors tend to break on the firm's own rules. Caddi learns your team's exact clicks once and runs them deterministically across Elite 3E, your document system, and your inbox.

Loops Caddi runs against Elite 3E

  • Prebill prep + partner routing

    Recommended pattern
    1. Elite 3E
    2. Microsoft Outlook
    3. NetDocuments

    Caddi pulls the right prebills from Elite 3E, applies firm-specific narrative and write-down rules, and routes each to the responsible partner for review.

  • Receipt-to-matter reconciliation

    Recommended pattern
    1. Elite 3E
    2. Microsoft Outlook
    3. SharePoint

    Caddi extracts payment details from receipt emails and writes them against the correct client, matter, and invoice in Elite 3E.

  • New matter intake to 3E

    Recommended pattern
    1. Elite 3E
    2. iManage
    3. Microsoft Outlook

    When a new matter request is approved, Caddi opens the client and matter records in Elite 3E with the right billing rates and routes the confirmation back to the requesting team.

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 Elite 3E automatically.

  • Document filing & renaming

    Classify incoming documents, rename them to your firm's convention, and file them to the correct Elite 3E matter without paralegal touch time.

  • Billing & finance workflows

    Push invoices, payments, and trust-accounting events between Elite 3E 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 Elite 3E data and route the output to the right inbox.

Questions about automating Elite 3E

Does Caddi have a real Elite 3E integration?

Yes. Caddi runs verified code against Elite 3E's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Elite 3E is reviewed before it runs in production.

Do I need engineering help to automate Elite 3E with Caddi?

No. You demonstrate the workflow, clicking through Elite 3E 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 Elite 3E data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Elite 3E, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Elite 3E 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 Elite 3E, 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 Elite 3E?

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 Elite 3E

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See it on your stack

Ready to automate Elite 3E?

Drop your work email and we'll show you Caddi running end-to-end against Elite 3E and the rest of your stack.