AI-native automation
Automate work across
Practifi and 
SimpleLegalby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run Practifi and SimpleLegal together.
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.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — 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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Practifi and SimpleLegal together
- 01
Keep Practifi and SimpleLegal in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
Actions Caddi can take across Practifi and SimpleLegal
- Practifi
New client
Triggers when a new client or household is created.
- Practifi
Process task assigned
Triggers when a workflow task is assigned to a team member.
- Practifi
Account updated
Triggers when an investment account's status changes.
- Practifi
Create client
Open a new Practifi client with household and contact data.
- Practifi
Launch process
Kick off an onboarding, review, or service process for a client.
- Practifi
Update account
Push account changes (status, value, ownership) back to Practifi.
- Practifi
Log activity
Record a meeting, call, or note against a client record.
Common questions
How does Caddi connect Practifi and SimpleLegal?
Practifi and SimpleLegal just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Practifi and SimpleLegal end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Practifi and SimpleLegal to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Practifi + SimpleLegal 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Practifi and SimpleLegal?
Drop your work email and we'll show you Caddi running end-to-end against Practifi, SimpleLegal, and the rest of your stack.