Say a signed contract lands in a shared Outlook mailbox. It needs renaming, filing in your DMS, and logging in the CRM, dozens of times a day. Copilot can summarize it, but a person still carries the file across tools. Caddi records that workflow once and runs it unattended across 70+ tools, Outlook to DMS to CRM, with no one in the loop.
The basics
What is Copilot?
An AI assistant inside Microsoft Office that helps you draft and summarize in Word, Outlook, and Excel.
What is Caddi?
The deterministic AI automation platform for ops and admin teams. Ops teams teach Caddi their workflows over a screen share, and then Caddi runs them reliably hundreds of times a week.
Roll out Copilot over time; get the operational win now
Our Legal AI Adoption Framework treats a horizontal copilot as a Wave 2 firm-operations move: easy to set up, broadly useful, and best managed by IT like any other piece of infrastructure, but not, on its own, workflow-grade. Caddi is the reliable operational win that ships first and earns the program its credibility, while Copilot is normalized across the firm in parallel.
Why deterministic wins for cross-system work
For the document- and inbox-heavy work that spans more than Office, three things decide the outcome, and each favors deterministic automation.
Cost
Copilot is a per-seat license that runs a model to assist each user. Caddi uses AI only at setup, then runs production as deterministic code, so the cost per run stays low and predictable as volume grows instead of scaling with seats and model usage.
Reliability
Caddi runs each automation the same way every time, repeatable and audit-logged. Copilot's suggestions are generative and need a person to review and apply them, which is the right model for assistance but not for unattended workflows that touch your systems of record.
Speed
Copilot makes one person faster inside an app; the cross-app steps still wait on that person. Caddi executes the whole workflow over APIs, so a document can move from inbox to DMS to CRM without anyone in the loop.
Caddi vs. Copilot at a glance
| Copilot | Caddi | |
|---|---|---|
| What it is | AI assistant inside Office | Cross-tool back-office automation |
| Scope | Within Microsoft 365 | 70+ tools (M365 + DMS + CRM + custodians) |
| Who does the work | A person, assisted | Caddi, unattended |
| Cross-system workflows | Manual: a person bridges apps | End-to-end, deterministic |
| Production runtime | LLM generation in-app | Deterministic code; AI only at setup |
| Reliability | Suggestions need review | Repeatable; doesn't hallucinate |
| Cost model | Per-seat license | Low, predictable per-run |
| Best fit | Everyday drafting in Office | Workflows across systems |
How they score where it counts
Copilot is great for in-Office assistance. Caddi leads on the dimensions that make cross-system automation pay off: cost, reliability, end-to-end speed, running unattended, and reach beyond Microsoft 365.
The same task: filing that contract, both ways
Point both at the same job, getting the signed contract from the shared mailbox into your DMS and CRM. Toggle to see what each is like.
- 1Screen-share the filing workflow onceShow Caddi how one contract goes from mailbox to DMS to CRM.
- 2Caddi writes deterministic codeAI understands it at setup; production runs predictably over APIs.
- 3Every new contract is filed automaticallyRenamed, filed in your DMS, and logged in the CRM, unattended.
- 4Caddi maintains itUpkeep and edge cases are handled for you, nothing to babysit.
Which fits your need
Which fits your situation?
Copilot
Everyday in-Office assistance is exactly what Copilot is built for.
Frequently asked questions
What is the difference between Caddi and Microsoft 365 Copilot?
Copilot is an AI assistant embedded in Office apps, it helps a person draft, summarize, and analyze inside Word, Outlook, Excel, and Teams. Caddi is cross-tool automation: you record a workflow once and Caddi runs it unattended as deterministic code across 70+ tools, moving documents and data between Microsoft 365 and your DMS, CRM, and custodians. Copilot assists a person inside Office; Caddi runs the whole workflow across systems.
Should we use Caddi or Copilot?
Most firms use both. Copilot is worth rolling out for everyday in-Office assistance, but it leaves a person to bridge apps by hand. Caddi handles the cross-system, document- and inbox-heavy workflows end to end. Sequence them: get a fast, reliable operational win with Caddi now, and normalize Copilot across the firm via IT in parallel.
Why is Caddi cheaper to run than Copilot at scale?
Copilot is a per-seat license that runs a model to assist each user. Caddi uses AI only at setup to understand a recorded workflow, then runs production as deterministic code, so the per-run cost stays low and predictable as volume grows rather than scaling with seats and model usage.
Can Copilot move documents between systems automatically?
Copilot is designed to assist within Microsoft 365, not to run unattended workflows that move data between your DMS, CRM, and custodial systems. Caddi is built for exactly that, reading varied PDFs and inboxes and writing to your systems of record deterministically, with an audit trail.
See Caddi run the workflow
Bring a workflow that spans Office and your other systems. Caddi will build it from a screen recording and run it across 70+ tools. See real examples or book a demo.
Do more with less
See Caddi in action
Tell us where to reach you and the calendar opens right here. In 30 minutes we'll show you how Caddi automates the back-office work that grows with your clients—built, run, and maintained for you.