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

A side-by-side comparison of Caddi and OpenTag — 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.

Open Curiosity, Inc.

Freemium

Model-agnostic AI coworker for Slack and Microsoft Teams that routes each task to the best of 80+ models and returns the work in-thread.

Model-Agnostic Routing: Routes each tagged task through Conifer to the best of 80+ models across Claude, GPT, Gemini, Grok, DeepSeek, Qwen and more, cutting model spend by around 70%.
Lives in Slack and Teams: Works where the team already collaborates, so results come back in the same thread the request started in with no separate app to open.
Sandboxed Cloud Runs: Every run executes on its own cloud machine, scoped to connected tools and torn down on completion.
Self-Proposing Automations: When the same request repeats three times, OpenTag offers to own it on a schedule, and you approve once instead of configuring a workflow.
Self-Organizing Wiki: Writes and revises pages out of how the company actually operates, sourced to the originating threads, and notes what changed when a decision moves.
Per-Person Permissions: Everyone in a channel works with the same OpenTag, but access follows the individual who asked and invite-only channels stay private.
Connector Integrations: Works with HubSpot, Gmail, GitHub, Stripe, Zendesk, Notion, PostHog and your own database.
Human Sign-Off Gate: Holds any output that would leave the company until a person approves it, and posts finished work with the steps behind it.

Recurring Team Reports: Have the Monday metrics pulled, written and posted to a channel every week without anyone re-asking.
Invoice and Collections Chasing: Schedule a weekly invoice chase across Stripe and email, with anything customer-facing held for approval.
Institutional Knowledge Capture: Keep pricing, refund policy, customer tiers and runbooks current as decisions change in channels.
Cross-Tool Analysis: Audit CAC by campaign or similar questions that span HubSpot, Stripe, PostHog and an internal database.
Support and Ops Triage: Answer routine questions from company context in-thread so teammates stop interrupting each other.
Cost-Controlled AI Access: Give a whole workspace AI help on a shared credit pool instead of buying per-seat frontier-model licenses.