LawAutomate Surepoint with Caddi AI Agents
Built for law firms.
Yes, Caddi integrates with Surepoint. It runs 5 supported actions in Surepoint, including invoice generated, create matter, and post time entry, and connects it to Aderant, iManage, and NetDocuments. 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 Surepoint integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Surepoint and every tool it touches, including the screens with no API.
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.
How to automate Surepoint
Connect Surepoint to Caddi
Allow1Sign in to Surepoint
One click with your own Surepoint login. No API keys.
Automate prebill prep + partner routing in Surepoint.
ScreenshareType it2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi does with Surepoint
Why teams automate Surepoint
Surepoint powers financial operations for midsize firms. Caddi AI Agents handle the surrounding finance and admin loops — prebills, receipts, time, conflict checks — so finance teams stop chasing data.
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; once generated, it executes as deterministic code against Surepoint, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
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.
How do I find what to automate in Surepoint?
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.
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.