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Automate Laurel with Caddi AI Agents

Built for law firms.

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

Visit laurel.ai

How to automate Laurel

  1. Connect Laurel to Caddi

    Allow

    1Sign in to Laurel

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

  2. Automate entries to billing in Laurel.

    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

Laurel integrations

Connect Laurel 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 Laurel

Why teams automate Laurel

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

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, 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; once generated, it executes as deterministic code against Laurel, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

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.

How do I find what to automate in Laurel?

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 Laurel

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See it on your stack

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.