Meet your AI records clerk.
No seat required.
A records clerk, the role many firms now post as a digital metadata clerk, files and profiles documents with consistent metadata, renames and tags files, builds the folder structure, and applies retention across the DMS. Caddi runs that role as deterministic code. The filing, automated and auditable, without adding headcount.
SOC 2 Type II·150+ integrations·Every run loggedHelp me automate document profiling in iManage and NetDocuments. Caddi builds the loop and runs it.
Documents get lost when filing and tagging depend on whether someone got to it.
A records clerk, sometimes titled a digital metadata clerk, renames, tags, and files documents into the DMS and manages retention. Caddi does that profiling and filing the same way every time, so records stay clean and findable.
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Filed right, every time
Caddi renames incoming documents, tags them with consistent metadata, and files them to the right folder in your DMS every time, so records are findable and your governance team can stand behind them.
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Structure that stays consistent
Caddi builds and maintains the folder structure to your standard, so the DMS doesn't drift into a different convention every time a new person files something.
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Retention applied, not forgotten
Caddi applies your retention rules and keeps an audit trail of what was filed and when, so records management is provable instead of dependent on memory.
Teach Caddi like a new hire.
Help me automate document profiling in iManage and NetDocuments. Caddi builds the loop and runs it.
The filing the role owns, on autopilot.
Document profiling & metadata
Runs across the records stack you already own.
iManage
NetDocuments
SharePoint
Box
Dropbox
Microsoft 365
An AI records clerk, built to your governance bar.
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Keep your best people on governance
Automate the renaming, tagging, and filing. Your records or governance lead sets the standard instead of filing documents by hand.
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Consistent metadata, no drift
Verified code profiles and files via API to your standard, so the DMS stays clean instead of fragmenting per filer.
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Records hygiene you can measure
Documents filed, metadata applied, retention enforced, all reportable to your governance and information-management team.
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Proven at production volume
53,000+ documents renamed, uploaded, filed, or processed across Caddi customers.
Built to pass your information-governance review.
Attested controls. An audit trail you can defend.
Every workflow, every input, every output is logged and reviewable. Your governance and information-management 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, repeatable and logged, with any model step scoped and reviewable. OpenAI and Anthropic calls use zero-data-retention terms.
Automate the records 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.