Aderant Prebill Prep and Partner Routing
Built for Law Firm Billing Teams.
Pull the right prebills from Aderant, apply firm-specific narrative rules, and route each to the responsible partner for review, reducing prebill cycle friction for law firm billing teams.
The manual work this replaces
Billing teams spend the first week of each month exporting Aderant prebills, applying narrative rules by hand, and chasing partners to confirm and return them.
How the automation runs
This process runs the monthly prebill review through Aderant. It pulls each open prebill from Aderant, applies the firm's narrative and block-billing rules, identifies the responsible partner from the matter record, drafts a partner-specific email with the prebill PDF attached, files a copy in NetDocuments under the matter, and routes the email through Outlook with a tracked due date.
What changes after Caddi
Compresses the monthly prebill cycle by routing clean, rule-compliant prebills directly to each partner without billing staff playing courier.
Want Aderant Prebill Prep and Partner Routing automated at your firm?
Show us this workflow and we'll demo Caddi running it end-to-end on your tools.