Automate Surepoint with Caddi
Built for law firms.
Surepoint powers financial operations for midsize firms. Caddi handles the surrounding finance and admin loops — prebills, receipts, time, conflict checks — so finance teams stop chasing data.
Supported actions5
- New time entryTriggers when a timekeeper posts time against a matter.
- Invoice generatedTriggers when an invoice is finalized.
- Create matterOpen a new SurePoint matter with client and billing details.
- Post time entryRecord time against a matter and activity code.
- Generate invoiceBill one or more matters in a single statement.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
Automate Surepoint by teaching Caddi like a new hire.
Walk Caddi through the Surepoint 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 Surepoint 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 Surepoint
Why teams automate Surepoint
Surepoint configurations are firm-specific. Caddi learns yours and runs the exact same clicks deterministically across Surepoint, email, and the DMS.
Loops Caddi runs against Surepoint
Prebill prep + partner routing
Recommended patternCaddi pulls the right prebills from Surepoint, applies firm narrative rules, and routes each to the responsible partner.
Cash receipt reconciliation
Recommended patternCaddi extracts payment details from receipt emails and writes them against the correct Surepoint invoice and matter.
Time entry from calendar
Recommended patternCaddi drafts time entries from calendar and sent email and queues them in Surepoint for attorney review.
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 Surepoint automatically.
Document filing & renaming
Classify incoming documents, rename them to your firm's convention, and file them to the correct Surepoint matter without paralegal touch time.
Billing & finance workflows
Push invoices, payments, and trust-accounting events between Surepoint 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 Surepoint data and route the output to the right inbox.
Questions about automating Surepoint
Does Caddi have a real Surepoint integration?
Yes. Caddi runs verified code against Surepoint's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Surepoint is reviewed before it runs in production.
Do I need engineering help to automate Surepoint with Caddi?
No. You demonstrate the workflow — clicking through Surepoint 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 Surepoint 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 Surepoint with no model in the loop.
Can Caddi connect Surepoint 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 Surepoint, 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 Surepoint?
Drop your work email and we'll show you Caddi running end-to-end against Surepoint and the rest of your stack.