Caddi makes Claude better. Find the work, run it where it fits, monitor it.
Claude Code and Claude Cowork are great for the judgment-heavy work in a person’s day. Caddi Discover finds and ranks the repetitive work across the firm’s systems, with evidence. Each finding is automated in Caddi when it is high-volume and has to run the same way every time, or exported to Claude as a skill. Caddi Govern monitors every Caddi run, and the skills Caddi hands to Claude report each decision and API call back to it, so leadership sees what should be automated, what is, where it runs, and what is still manual.
Where does Claude fit, and where does Caddi?
Claude is great for the individual, judgment-heavy, ad hoc work in a person's day. Caddi is the right tool for high-volume, high-accuracy work: it runs deterministically, so the same input takes the same path every run. Most firms need both.
How do we know what to hand to Claude?
The usual rollout is someone from IT or innovation going team to team asking people to try Claude, then going back around months later with surveys to measure it. It's messy, and nobody trusts the numbers. Caddi Discover finds and ranks the repetitive work across the firm's systems, with the evidence behind each finding.
Can a finding go to Claude instead of Caddi?
Yes. Each finding can be automated in Caddi or exported to Claude as a Claude skill, whichever is the best tool for the job. The high-volume work runs in Caddi Automate; the judgment-heavy work goes where people already work.
Can't we just have someone build the high-volume ones with Claude?
You can, and the first version will work. The job is everything after: hosting it, catching failures, keeping it working when a tool changes, and making sure it outlasts the person who wrote it. For the work the firm depends on every day, that is what Caddi Automate is for.
Can leadership see the work Caddi hands to Claude?
Yes, for the work Caddi hands it. When a Discover finding is exported, Claude gets it as a skill and Copilot as an agent, and that skill reports each decision and API call back to Govern, next to the runs in Caddi. It does not see a person's ad hoc chats or automations built in Claude or Copilot without Caddi.
What about client data?
Caddi runs on a vetted stack, Anthropic calls use zero-data-retention terms, and the contents of connected systems are never used to train models. Every Caddi run is permissioned and logged, so IT and compliance can see exactly what happened.
So what is Caddi, in one line?
The end-to-end AI operating system for wealth and law operations: it finds the work, runs it in Caddi or Claude, whichever fits, and governs it either way.
Where's the full feature-by-feature comparison?
This brief is about where each tool fits. If you want the detailed head-to-head on cost, reliability, and governance, our Caddi vs. Claude comparison breaks it down line by line.
Caddi runs and the work it hands Claude, in one view.
Read the one-pager