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

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

Paid

An AI QA agent that opens your app on every pull request and posts a verdict, captioned video and screenshot back to GitHub.

PR-Triggered Runs: Connecting a repository is enough - every pull request marked ready for review starts a test run with no pipeline config.
Journey Selection From Diff: TryCase reads the changed code and chooses which user flows are actually affected rather than replaying a whole suite.
Disposable Linux Environments: Each run gets a fresh environment with terminal and browser control, so state from earlier runs never leaks in.
Video and Screenshot Evidence: Results arrive as a captioned recording plus a screenshot commented on the PR, showing exactly what the app did.
Bring Your Own AI: Connect Codex through an existing ChatGPT subscription or supply an OpenRouter key and pay your provider directly for inference.
Agent Skills: Packaged skills teach Claude, Codex, Cursor and other compatible agents to drive TryCase environments without manual setup.
Parallel Workers: Up to twelve workers per bot run journeys concurrently, with testing time tracked separately for setup, the primary bot and each worker.
Usage-Based Hour Pools: Monthly plans grant a shared pool of end-to-end testing hours across setup, PRs and retries, with no automatic overage charges.

Pre-Merge Verification: Confirm a checkout or signup flow still works before approving a pull request, without pulling the branch locally.
Visual Regression Review: Catch layout and rendering breakage that unit tests pass over by watching the recorded walkthrough.
Agent-Written Code Review: Require an AI coding agent to return screenshots and recordings proving its change runs, not just a diff.
Suite-Free E2E Coverage: Give a small team end-to-end coverage without staffing the maintenance of a Playwright or Cypress suite.
Demo Clips From Branches: Reuse the captioned videos as short product demos of a feature still sitting on a branch.
Release Triage: Scan verdicts across several open PRs to decide which changes are safe to batch into a release.