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.
The work around Surepoint is where time disappears.
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.
Caddi + Surepoint, in practice
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 once — 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.