Caddi
AIAgent that discovers repetitive back-office work, learns it from a screenshare, and automates it across the tools a firm already uses.
Caddi
Agent that discovers repetitive back-office work, learns it from a screenshare, and automates it across the tools a firm already uses.
About Caddi
Caddi is a back-office automation agent for professional services firms that finds the repetitive work worth automating and then builds the automation itself. Rather than asking someone to configure a workflow builder, Caddi reads the systems a firm already runs, surfaces the processes that keep recurring with a frequency and confidence score, and then learns each one from a single screenshare in which an employee narrates what they do. That recording becomes a hybrid agent, Caddi's record-to-code approach, that runs the job end to end across 150+ integrations including Clio, Salesforce, Microsoft 365, NetDocuments, DocuSign, iManage, Wealthbox and Tamarac, flagging anything out of the ordinary instead of guessing. Its Loop Studio and the Loopy assistant let staff train, run and question agents over chat, while leadership governs every run with logging, run history and SOC 2 Type II controls. Typical loops cover client intake, conflict checks, email triage, document filing, pre-billing review, cross-system sync, time and billing, and report generation for law firms, wealth and finance teams, accounting firms, private equity, banks, mortgage companies and insurers.
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Key Features
Use Cases
Frequently asked questions about Caddi
What is Caddi?
Agent that discovers repetitive back-office work, learns it from a screenshare, and automates it across the tools a firm already uses.
How does Caddi work?
Caddi works by combining 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. to help users with 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..
What are the main features of Caddi?
Key features include 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..
Who is Caddi for?
Caddi is useful for anyone interested in 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..
How much does Caddi cost?
Caddi offers a free tier with paid plans for advanced features.
How do I get started with Caddi?
Visit https://www.trycaddi.com/ to sign up and explore Caddi.
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