Meet your AI intake specialist.
No seat required.
Caddi runs the intake role as deterministic code: it captures inbound inquiries, structures the data, runs conflict and KYC checks, opens the account or matter, and sends the engagement letter. Fast, consistent intake, automated and auditable, without adding headcount.
Every hour between inquiry and a signed engagement is a chance to lose the client.
An intake specialist captures details, runs checks, opens the file, and sends paperwork. Caddi compresses that window and makes the experience identical every time.
- 01
No lead goes cold
Caddi triages inbound inquiries, captures the intake details, and moves them to the next step automatically, so response time stops depending on who's at their desk.
- 02
Conflicts and KYC, cleared fast
Conflict checks and KYC/AML screening run the moment the details land, clearing new business in minutes instead of days with a defensible record of every check.
- 03
A consistent client experience
The same onboarding, the same accurate record, the same engagement letter, every time, without the variability of a busy team handling intake by hand.
Caddi turns your screenshares into AI automations.
Intake to engagement the role owns, on autopilot.
Intake capture & routing
Runs across the intake stack you already own.
Salesforce
Clio
DocuSign
Wealthbox
HubSpot
Outlook
An AI intake specialist, built to your bar.
- 01
Keep your best people on the relationship
Automate the capture, checks, and paperwork. Your intake team spends time with prospects instead of rekeying forms.
- 02
No guesswork on client data
Verified code calls your CRM and systems via API. Accurate records and defensible conflict and KYC checks.
- 03
Conversion you can measure
Response time, time-to-open, leads worked, all reportable to the partners who own new business.
- 04
A consistent experience every time
The same fast, accurate onboarding on every inquiry, not just the ones that reach the top of someone's list.
Built to pass your compliance review.
Attested controls. An audit trail you can defend.
Every workflow, every input, every output is logged and reviewable. Your compliance and risk team can walk through any run end-to-end: who built it, what it touched, and what it produced, all on the record.
No autonomous AI acting on your data.
AI helps build the automation once. What ships and runs every day is deterministic code calling your systems via API, with no model improvising over your records at runtime. LLM calls used during a run execute under enterprise zero-data-retention agreements and are never used for training.
Automate the intake role.
The average Caddi customer saves 904 hours a month — the equivalent of more than five full-time hires, automated. See it run on your own workflows in a 30-minute walkthrough.