Caddi vs. Microsoft 365 CopilotUse both. Caddi finds the work for Copilot, runs the high-volume jobs, and monitors both.
Caddi Discover finds the work worth automating. Each finding runs in Caddi or goes to Copilot as an agent, whichever fits the job. Caddi Govern monitors every Caddi run and the agents it hands to Copilot.
- 99%of agent runs complete successfully
- ~45 minon average to build your first agent
- 1M+back-office tasks completed
Jason AlafganiUpdated Sep 23, 2026
A team-by-team rollout doesn't tell you what to automate.
Someone from IT or innovation goes team to team asking people to try Copilot, then goes back around months later with surveys to measure it. It's messy, and nobody trusts the numbers.
Helps whoever opens it in Word, Outlook, Excel and Teams, with whatever they think to ask.
Caddi Discover reads the work across Microsoft 365, your DMS, CRM and custodians, and ranks the repetitive work by hours, with the evidence behind each finding.
One client email and every signed contract are different jobs.
Drafting a reply to one client needs a person's judgment. Filing every signed contract from a shared mailbox into the DMS and logging the matter needs the same path every run.
The right tool for individual, judgment-heavy, in-app work. Caddi can export a finding to Copilot as an agent, so it lands in the apps people already use.
Caddi Automate runs the high-volume path, mailbox to DMS to CRM across 150+ tools, as code that takes the same path every run. Your ops team builds it in chat, with no IT project first.
Leadership can't see what AI is doing across the firm.
Work in Copilot, in Claude and in automations lives in different places, so nobody can say what is automated, where it runs, and what is still done by hand.
Helps inside each person's apps, one request at a time.
Caddi Govern monitors every Caddi run, and the agents Caddi hands to Copilot report each decision and API call back to it, in one firm-wide view: what should be automated, what is, where, and what is still manual.
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, which makes it great for the individual, judgment-heavy work in a person's day. Caddi is the end-to-end AI operating system for wealth and law operations. Caddi Discover finds and ranks the repetitive work across Microsoft 365 and your DMS, CRM, and custodians, with evidence. Caddi Automate runs the high-volume, cross-system work deterministically. Caddi Govern monitors every Caddi run, including the work Caddi hands to Copilot. Most firms use both, and Caddi makes Copilot more useful.
Should we use Caddi or Copilot?
Both. The usual Copilot rollout is someone from IT or innovation going team to team asking people to try it, then going back around months later with surveys to measure it. It's messy, and nobody trusts the numbers. Caddi Discover replaces that with a ranked list of the work worth automating, each finding goes to Caddi or Copilot depending on the job, and Caddi Govern shows leadership what is automated, where it runs, and what is still manual.
Can Caddi send work to Copilot?
Yes. Each Discover finding can be automated in Caddi or exported to Microsoft Copilot as a Copilot agent, whichever is the best tool for the job. Caddi is the right tool for high-volume, high-accuracy work that has to run the same way every time. Copilot is the right tool for individual, judgment-heavy, ad hoc work, so those findings land inside the Office apps people already use.
Does Caddi monitor work that runs in Copilot?
Yes, for the work Caddi hands it. When a Discover finding is exported, Copilot gets it as an agent and Claude as a skill, and that agent 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 Copilot or Claude without Caddi.
Which costs less for high-volume work, Caddi or Copilot?
For high-volume operational work, Caddi generally does. Copilot is a per-seat license that runs a model to assist each user, which is the right trade for in-app help. Caddi's AI builds the automation, then production runs as deterministic code with AI only on the steps that need judgment, 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 built to assist a person inside Microsoft 365. Cross-app flows are built by makers or IT in Copilot Studio and Power Automate. Caddi is built for the high-volume path between systems: your ops team describes it, and Caddi reads varied PDFs and inboxes and writes to your DMS, CRM, and custodial systems deterministically, with every run logged. Copilot keeps the in-app work, and Govern monitors the Caddi runs and the agents Caddi hands to Copilot.