Caddi vs Expertise AI: Features, Pricing & Which Is Better (2026)

A side-by-side comparison of Caddi and Expertise AI — features, pricing, and ideal use cases — to help you decide which AI tool fits your workflow.

Caddi

Caddi, Inc.

Freemium

Agent that discovers repetitive back-office work, learns it from a screenshare, and automates it across the tools a firm already uses.

Automatic Process Discovery: Reads the systems a firm already uses and surfaces the most repetitive jobs with volume and confidence scores, so nobody has to guess what to automate first.
Record-to-Code Training: An employee screenshares and narrates a workflow once, and Caddi converts that recording into an API-driven hybrid agent with the rules it captured.
Loop Studio and Loopy: A chat and studio interface where staff start sessions, ask what to automate, inspect the loop diagram, and question any past run in plain language.
150+ Native Integrations: Runs inside Clio, Salesforce, Microsoft 365, NetDocuments, DocuSign, iManage, Wealthbox, Tamarac and dozens more, including cross-app pairs.
Exception Flagging: Executes the job as demonstrated and raises anything unusual, such as a half-signed envelope or an existing document version, instead of overwriting silently.
Governed Runs and Audit Trail: Every run is logged with run history from 30 days up to 2 years, MFA, security logs, SAML SSO and action-level audit logging on higher tiers.
Scout and Advanced Integrations: Business and Enterprise tiers add Scout plus advanced and centrally governed integrations, multi-instance support and priority loop execution.
Credit-Based Metering: Work is metered in credits (standard AI data extraction costs one credit per page) with active loop limits that scale by plan.

Client Intake and Conflict Checks: Automate new-business intake and run conflict checks across matter and CRM systems without manual re-keying.
Email Triage at Volume: Classify a full inbox, route remittances to payables, file executed contracts, and leave personal mail untouched.
Document Filing and Version Control: Pull the executed copy from DocuSign, verify both signatures, and file it into NetDocuments as a new version with the firm's naming convention.
Pre-Billing and Time Entry: Draft time narratives from calendar blocks and push prebill batches through review in Clio or Aderant.
Cross-System Data Sync: Keep matters, contacts and amounts consistent between Salesforce, document management and billing systems as records change.
Report Generation and Follow-Ups: Produce recurring reports and schedule client follow-ups on a fixed cadence with every step logged.

Freemium

Marketplace and runtime where GTM experts publish playbooks as installable AI skills that businesses run on their own agents.

Installable Expert Skills: Practitioners publish their real playbooks as protected AI skills that a business installs in one click and runs on its own agents, rather than buying consulting hours.
Scoped Trigger Definitions: Every skill states the situations it handles and explicitly redirects to the right sibling skill when a request is out of scope, so the agent picks the correct procedure.
Human-Approval Controls: Generated output such as a follow-up email is presented as a draft with request-changes and approve-and-send actions, keeping a person in the loop before anything leaves.
Runs Inside Your Stack: Skills act through the CRM and tools a revenue team already uses, with 30+ integrations available on paid plans.
Build Workflows by Chat: Users assemble their own workflows conversationally and save them into a one-tap task library instead of configuring a builder UI.
Expert Network Storefronts: Each expert gets a public profile at expertise.ai/u/<handle> listing their skill bundles with monthly install pricing, making a playbook directly monetizable.
Credit-Based Metering: A credit is one piece of work — a CRM update, a drafted follow-up, a research brief — with included credits spent first and optional pay-as-you-go overage instead of a hard stop.
Enterprise Compliance and Deployment: SOC 2 Type II, SOC 3, GDPR and CCPA coverage, with dedicated hosting, custom data retention and custom API integration available at the enterprise tier.

Pipeline Hygiene: Run a recurring sweep that finds stalled deals, flags dirty CRM records and prepares the follow-ups needed to revive them.
Stalled Deal Diagnosis: Ask why a specific opportunity has been sitting in proposal and get a cause-based recovery plan rather than a generic nudge.
Outbound Campaign Review: Turn funnel numbers into a weekly status report naming the current versus target metrics, selling days remaining and the one fix to make.
Onboarding a New GTM Motion: Install an experienced operator's packaged playbook instead of inventing pipeline process from scratch.
Monetizing Consulting Expertise: Publish the workflows you already run for clients as a subscription product with a public storefront page.
Standardizing a Revenue Team: Share tasks and workflow standards across seats on the Team plan so every rep runs the same process.