Customers

The firms doing more with the team they have.

Law and finance leaders run their entire back office on Caddi. The intake, filing, and follow-ups that used to mean another hire now just run, so the firm takes on more work, wins more clients, and keeps the same lean team.

  • Featured customer story
    “We thought our processes were finely tuned, but every one still pointed back to a human. Caddi got the systems we already have to talk to each other, and gave my team back an hour a day.”
    Matt MercerCOO, The Planning CenterRead the story
  • Featured customer story
    “Caddi focuses on applying AI to real business workflows in ways that are useful and effective.”
    Jordan PortnerCOO, Portner & ShureRead the story
  • Caddi customer
    Am Law 100
    “Automated 150 conflict checks a day.”
    Am Law 100
  • Caddi customer
    Barron's Top 10 RIA
    “Tripled its advisor count without expanding operations.”
    Barron's Top 10 RIA
  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
By the Numbers

Caddi's impact in production.

Real outcomes from the law and finance teams running their back office on Caddi.

  • Average Caddi customer
    904
    Hours saved every month
    The equivalent of more than five full-time hires, automated.
  • 27,000+
    Client emails reviewed, drafted, or routed automatically
  • 4,079
    LawPay runs handled in a single month
  • 98%+
    Extraction accuracy across 1,000+ runs in 90 days
  • 53,000+
    Documents renamed, uploaded, filed, or processed
  • 4,500
    Hours of NetDocs migration backlog cleared
  • 21,000+
    Payments, checks, and accounting workflows completed

What could your team do with an extra 904 hours a month?