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
“Automated 150 conflict checks a day.”
Am Law 100 - Caddi customer
“Tripled its advisor count without expanding operations.”
Barron's Top 10 RIA
By the Numbers
Caddi's impact in production.
Real outcomes from the law and finance teams running their back office on Caddi.
- Average Caddi customer904
- 27,000+Client emails reviewed, drafted, or routed automatically
- 4,079LawPay runs handled in a single month
- 98%+Extraction accuracy across 1,000+ runs in 90 days
- 53,000+Documents renamed, uploaded, filed, or processed
- 4,500Hours of NetDocs migration backlog cleared
- 21,000+Payments, checks, and accounting workflows completed