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Pre-billing review automation

Automate pre-billing review.
Catch the write-down before you send it.

Caddi assembles the prebill, reads every entry against the client's billing guidelines, and flags the narratives, task codes, rates, and blocked time that will get cut before the invoice ever leaves the firm. The reviewing partner gets a clean packet with the exceptions called out, so the monthly pass becomes a decision instead of a line-by-line read.

LivePrebill review and routing
Trigger
AderantPrebill cycle opens
Caddi runs
  1. Microsoft 365Check entries against the guidelines
  2. iManageFile the packet with flagged exceptions
  3. OutlookRoute to the reviewing partner
Every flag cited to the guideline clause that triggered it.
Trusted by leading firms
The case for automating pre-billing review

The write-down happens before the invoice goes out.

By the time a client rejects a line, the firm has already paid for the work twice: once to do it, once to argue about it. Prebill review is where that gets caught, and it is the pass nobody has time to do properly across every matter, every cycle.

  • 01

    Fewer write-downs, fewer rejections

    Entries that violate a client's guidelines get flagged and fixed while they are still yours to fix. The invoice that goes out is the invoice that gets paid.

  • 02

    Partner time back

    Reviewing partners read exceptions, not every line of a 400-entry prebill. The judgment calls stay with them; the mechanical check does not.

  • 03

    The same standard on every matter

    Guidelines applied consistently across all clients and all billers, instead of depending on which reviewer happened to have time this cycle.

How it works

Teach Caddi like a new hire.

Use Cases

The prebill pass, on autopilot.

Caddi learns how your billers and partners work a prebill and turns it into a reliable, auditable check that runs every cycle.
  • 01/ 06Use case

    Assemble the prebill packet

    Caddi pulls the period's time and expense entries out of your billing system, builds the prebill in your format, and attaches the supporting backup, so the packet is ready the day the cycle opens.

    Typical stack
    • Aderant
    • Elite 3E
    • Clio
    • Microsoft 365
Workflow library

Real pre-billing workflows teams automate with Caddi.

These are live prebill and billing-review workflows from the Caddi library. Open one to see the tools it touches and the steps it runs.
View all pre-billing review workflows
Integrations & Apps

Runs across the billing stack you already own.

  • Aderant
  • Elite 3E
  • Clio
  • iManage
  • Microsoft 365
  • QuickBooks
See all integrations
Benefits

Realization protected, built to your bar.

  • 01

    Built by your billing team

    Your billers record the review workflow, including the guideline rules they already apply by hand. No engineers, no IT ticket, no waiting on a roadmap.

  • 02

    No hallucination risk on a client's bill

    Verified code reads the entries and applies your rules. Caddi flags and proposes; it never quietly rewrites a number on an invoice.

  • 03

    Realization you can measure

    Flags raised, entries corrected, write-downs avoided, days to bill, all reportable to leadership in one dashboard.

  • 04

    Inherits your team's permissions

    Caddi reads and writes with the access your billing staff already have. No new privileged accounts over client financials.

Security & Controls

Built to pass your risk and IT review.

SOC 2

Attested controls. An audit trail you can defend.

Every workflow, every input, every output is logged and reviewable. Your finance and IT team can walk through any run end-to-end: who built it, what it touched, and what it produced, all on the record.

AI at design time, code at runtime

No autonomous AI acting on your data.

AI helps build the automation once. What ships and runs every day is deterministic code calling your systems via API, with no model improvising over your records at runtime. LLM calls used during a run execute under enterprise zero-data-retention agreements and are never used for training.

Send the invoice you will actually collect.

See how firms use Caddi to run the prebill pass in hours instead of days, in a 30-minute walkthrough on your own billing guidelines.