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In-ProgressLaw

Automate Smokeball with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with Smokeball. It runs the Smokeball steps your team does by hand today, and connects it to Clio, MyCase, 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 Smokeball integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Smokeball and every tool it touches, each through its API.

Visit smokeball.com

How to automate Smokeball

  1. Connect Smokeball to Caddi

    Allow

    1Sign in to Smokeball

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

  2. Automate matter opening from intake in Smokeball.

    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

Smokeball integrations

Connect Smokeball 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 Smokeball

Why teams automate Smokeball

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 AI Agents run those loops.

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 pattern
    1. Smokeball
    2. Gmail
    3. Dropbox

    Caddi 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 pattern
    1. Smokeball
    2. Microsoft Outlook
    3. SharePoint

    Caddi classifies each inbound document, renames it to the firm's convention, and files it to the correct Smokeball matter.

  • Payment reconciliation

    Recommended pattern
    1. Smokeball
    2. LawPay
    3. Quickbooks

    Caddi 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. 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.

How do I find what to automate in Smokeball?

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 Smokeball

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See it on your stack

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.