Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18
In-ProgressLaw

Automate Rocket Matter with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with Rocket Matter. It runs 7 supported actions in Rocket Matter, including time entry posted, create matter, and post time entry, and connects it to Clio, PracticePanther, and LawPay. 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 Rocket Matter integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Rocket Matter and every tool it touches, including the screens with no API.

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.

Visit rocketmatter.com

How to automate Rocket Matter

  1. Connect Rocket Matter to Caddi

    Allow

    1Sign in to Rocket Matter

    One click with your own Rocket Matter login. No API keys.

  2. Automate calendar + email time capture in Rocket Matter.

    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.

The details

What Caddi does with Rocket Matter

Why teams automate Rocket Matter

Rocket Matter runs the practice for thousands of small and midsize firms — and Caddi AI Agents run the loops around it: time entry, billing prep, document filing, and follow-up.

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 pattern
    1. Rocket Matter
    2. Microsoft Outlook
    3. Google Calendar

    Caddi reviews calendar and sent email and drafts time entries against the right matters in Rocket Matter for attorney review.

  • Payment posting

    Recommended pattern
    1. Rocket Matter
    2. LawPay
    3. Quickbooks

    Caddi takes LawPay receipts and posts them against the right Rocket Matter invoice, with the matter ledger reconciled.

  • Document filing from inbox

    Recommended pattern
    1. Rocket Matter
    2. Microsoft Outlook
    3. Dropbox

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

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.

How do I find what to automate in Rocket Matter?

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 Rocket Matter

Browse all
See it on your stack

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.