Automate Smokeball with Caddi
Built for law firms.
Smokeball is strong on document automation and passive time capture, and it still relies on someone opening matters, filing what arrives, and reconciling the money. Caddi runs those loops.
Automate Smokeball by teaching Caddi like a new hire.
Walk Caddi through the Smokeball 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.
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Teach it the job
Walk Caddi through the Smokeball task the way you'd onboard a new hire.
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Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
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It runs for you
The automation runs on demand, every time, with no model in the loop.
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What Caddi does with Smokeball
Why teams automate Smokeball
The documents that matter to a Smokeball matter mostly arrive by email, and the payments mostly arrive somewhere else. Caddi reads the inbound item, files it to the right matter with the right metadata, and keeps billing and accounting in step.
Loops Caddi runs against Smokeball
Matter opening from intake
Recommended patternCaddi reads the intake email or form, opens the Smokeball matter with the right matter type and fields, and creates the folder structure.
Document filing and renaming
Recommended patternCaddi classifies each inbound document, renames it to the firm's convention, and files it to the correct Smokeball matter.
Payment reconciliation
Recommended patternCaddi matches received payments to Smokeball invoices, posts the receipt, and writes the reconciled entry to accounting.
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 Smokeball automatically.
Document filing & renaming
Classify incoming documents, rename them to your firm's convention, and file them to the correct Smokeball matter without paralegal touch time.
Billing & finance workflows
Push invoices, payments, and trust-accounting events between Smokeball 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 Smokeball data and route the output to the right inbox.
Questions about automating Smokeball
Does Caddi have a real Smokeball integration?
Yes. Caddi runs verified code against Smokeball's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Smokeball is reviewed before it runs in production.
Do I need engineering help to automate Smokeball with Caddi?
No. You demonstrate the workflow — clicking through Smokeball 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 Smokeball data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Smokeball, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Smokeball 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 Smokeball, 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 Smokeball?
Drop your work email and we'll show you Caddi running end-to-end against Smokeball and the rest of your stack.