Automate Rocket Matter with Caddi
Built for law firms.
Rocket Matter runs the practice for thousands of small and midsize firms — and Caddi runs the loops around it: time entry, billing prep, document filing, and follow-up.
Supported actions7
- New matterTriggers when a new matter is opened in Rocket Matter.
- Time entry postedTriggers when a new time entry is recorded.
- New invoiceTriggers when an invoice is generated.
- Create matterOpen a new Rocket Matter matter with client and billing details.
- Post time entryRecord a time entry against a matter.
- Add expenseRecord a billable expense against a matter.
- Add noteLog a timestamped note against a matter.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
Automate Rocket Matter by teaching Caddi like a new hire.
Walk Caddi through the Rocket Matter work the way you'd train someone on their first day. It learns the job, builds a verified automation, and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Teach it the job
Walk Caddi through the Rocket Matter task the way you'd onboard a new hire.
- 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 Rocket Matter
Why teams automate Rocket Matter
If Rocket Matter handles the matter, Caddi handles the matter-adjacent work. That's where billable hours leak and where staff time disappears.
Loops Caddi runs against Rocket Matter
Calendar + email time capture
Recommended patternCaddi reviews calendar and sent email and drafts time entries against the right matters in Rocket Matter for attorney review.
Payment posting
Recommended patternCaddi takes LawPay receipts and posts them against the right Rocket Matter invoice, with the matter ledger reconciled.
Document filing from inbox
Recommended patternCaddi files matter-related attachments from the firm inbox to the correct Rocket Matter matter with the right document type and tags.
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 Rocket Matter automatically.
Document filing & renaming
Classify incoming documents, rename them to your firm's convention, and file them to the correct Rocket Matter matter without paralegal touch time.
Billing & finance workflows
Push invoices, payments, and trust-accounting events between Rocket Matter 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 Rocket Matter data and route the output to the right inbox.
Questions about automating Rocket Matter
Does Caddi have a real Rocket Matter integration?
Yes. Caddi runs verified code against Rocket Matter's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Rocket Matter is reviewed before it runs in production.
Do I need engineering help to automate Rocket Matter with Caddi?
No. You demonstrate the workflow — clicking through Rocket Matter 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 Rocket Matter 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 Rocket Matter with no model in the loop.
Can Caddi connect Rocket Matter 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 Rocket Matter, 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 Rocket Matter?
Drop your work email and we'll show you Caddi running end-to-end against Rocket Matter and the rest of your stack.