Automated 150 conflict checks a day.
Caddi customer, Am Law 100Customers
The firms running their back office on Caddi.
Law firms and RIAs run their intake, filing, billing, and follow-ups on Caddi. Here is what they say.
Featured customers
From an Am Law 100 firm to a top-10 RIA by AUM.
Tripled its advisor count without expanding operations.
Caddi customer, Barron's Top 10 RIA
“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
“Caddi focuses on applying AI to real business workflows in ways that are useful and effective.”
Jordan PortnerCOO, Portner & ShureRead the story
In their words
What customers say.
From customer working sessions. Names and firms withheld.
Hours back every week.
“I used the Caddi time entries for submitting my time at the end of the month, and they were really good. I ended up saving a ton of time.”
“That 17-minute process is boiled down to two and a half minutes.”
Accurate enough to run unattended.
“It's able to look at an email and, even if it doesn't have the client matter number in it, figure out how that should be inserted into my timesheets. I really like that.”
“For us it was perfect. It didn't miss anything.”
Finds the work worth automating.
“I can't describe it. It's kind of like describing magic. It's just doing its magic thing. It looks at what you've been doing and can tell you other things that you could be doing.”
“You just totally blew my mind. It's really, really, really cool.”
Built by the people who do the work.
“This is like, from a process standpoint, just a game changer. I can think of any process I want and it doesn't have to exist today. I can just speak it into existence.”
“It's easy to navigate and maneuver and build things. And I appreciate that there's an email that says, hey, this is ready to test. I'm not sitting here watching Caddi all day.”
Leadership can see every run.
“Thankfully, Caddi has a mature audit logs program, so I'm not concerned.”
“The audit tool and the workflow build. It's extremely helpful.”
