Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossCASEpeer and Stripeby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

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Help me automate payment-to-books posting in CASEpeer and Stripe. Caddi builds the loop and runs it.

CASEpeerLegal
StripeProductivity

See it on your stack

See Caddi run CASEpeer and Stripe together.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use CASEpeer and Stripe together

  • 01

    Create customer in Stripe when new case in CASEpeer.

    Caddi watches CASEpeer for new case and create customer in Stripe — no copy-paste, no missed records.

  • 02

    Create case in CASEpeer when new charge in Stripe.

    Caddi watches Stripe for new charge and create case in CASEpeer so the two systems stay in lockstep.

  • 03

    Create charge in Stripe from CASEpeer events.

    When case stage changed happens in CASEpeer, Caddi create charge in Stripe with the right context attached.

Actions Caddi can take across CASEpeer and Stripe

  • CASEpeer

    New case

    Triggers when a new case is created in CasePeer.

  • CASEpeer

    Case stage changed

    Triggers when a case advances to a new stage.

  • CASEpeer

    New intake

    Triggers when a new lead enters the intake pipeline.

  • CASEpeer

    Create case

    Open a new CasePeer case with client, incident, and intake fields.

  • CASEpeer

    Create contact

    Add a contact (client, witness, opposing party) to a case.

  • CASEpeer

    Add note

    Log a timestamped note against a case.

  • CASEpeer

    Update case stage

    Advance a case to the next stage with optional owner change.

  • Stripe

    New charge

    Triggers when a successful charge is processed.

  • Stripe

    Subscription created

    Triggers when a new subscription starts.

  • Stripe

    Refund issued

    Triggers when a refund is processed.

  • Stripe

    Create customer

    Add a new Stripe customer with payment method.

  • Stripe

    Create charge

    Charge a customer's card or bank account.

  • Stripe

    Create invoice

    Generate an invoice for a customer.

  • Stripe

    Create subscription

    Start a recurring subscription for a customer.

Common questions

How does Caddi connect CASEpeer and Stripe?

CASEpeer and Stripe just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against CASEpeer and Stripe end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect CASEpeer and Stripe to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first CASEpeer + Stripe loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate CASEpeer and Stripe?

Drop your work email and we'll show you Caddi running end-to-end against CASEpeer, Stripe, and the rest of your stack.