AI Automation Platform for Operations

More work.
Same headcount.
No problem.

Caddi helps ops teams scale client intake, email triage, doc processing, time entry, and any other cross-application workflow by screensharing with AI.

Loved by non-technical teams

  • Am Law 100
  • Brighton Jones
  • Barron's Top 10 RIA
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
Read about our customers →
Use Cases

Real workflows Caddi automates today

See all 90+ workflows
Why Caddi

Faster intake. Faster response. Higher win rate.

Caddi gets every inquiry answered and every intake packet built within minutes, not days, so prospects choose you before your competitor even calls back.

How it works

Build automations by screensharing. Done.

1

One-call IT setup

Caddi works with 70+ apps—just like giving a new hire access to their tools.

2

Video call with Caddi

Show Caddi once—it learns and runs hundreds of workflows in parallel.

3

Gets smarter every week

New workflows worth automating,
surfaced every week.

Benefits

All the power of AI—without the risks.

If you can show Caddi how a task is done, it can automate it—no learning curve, no waiting for IT.

Caddi automation running across email, Slack, Teams, and other workplace tools.
Integrations & Apps

Every connection you need. In one place.

See all →
Security + Privacy

Enterprise-ready security for confidential client data

A privacy-first architecture, SOC 2 controls, and an enterprise security ecosystem—engineered for the most regulated firms.
AI Generates Code, Not Decisions
Caddi uses AI only during setup to understand and replicate your processes as deterministic code. Once deployed, your automations use no AI-based code—just predictable automation.
No Autonomous AI Decisions
AI only performs the discrete steps you've explicitly defined—like ingesting a document or drafting an email—never making decisions or acting autonomously on your client data.
Hallucination-Free Reliability
Eliminate AI errors and unpredictable outputs. Caddi's deterministic automations deliver consistent, accurate results every time—critical for compliance and client trust.