LawLegal Specific

Automate Laurel with Caddi

Built for law firms.

Laurel is AI passive timekeeping that auto-captures billable time for law firms. Caddi automates the motions around it so staff stop moving time entries into billing by hand.

How it works

Automating Laurel takes one screenshare.

Show Caddi the Laurel workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Record it once

    Screen-share the Laurel task the way you already do it.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with Laurel

Why teams automate Laurel

The friction is not inside Laurel, it is the review and handoff of entries into the billing system. Caddi runs those steps deterministically across the firm's stack.

Loops Caddi runs against Laurel

  • Entries to billing

    Recommended pattern
    1. Laurel
    2. Clio

    Caddi pulls captured Laurel time entries and pushes them into the practice billing system.

  • Matter reconciliation

    Recommended pattern
    1. Laurel
    2. Microsoft Outlook

    Caddi matches Laurel entries to the right matter and flags gaps for attorney review.

  • Daily summary

    Recommended pattern
    1. Laurel
    2. Microsoft Teams

    Caddi posts a summary of the day's Laurel time to the attorney's inbox for approval.

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 Laurel automatically.

  • Document filing & renaming

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

  • Billing & finance workflows

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

Questions about automating Laurel

Does Caddi have a real Laurel integration?

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

Do I need engineering help to automate Laurel with Caddi?

No. You demonstrate the workflow once — clicking through Laurel 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 Laurel 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 Laurel with no model in the loop.

Can Caddi connect Laurel 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 Laurel, 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 Laurel?

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