Legal Customer Story

For Jordan Portner,
the test was whether AI could be practical

A conversation with Jordan Portner, Chief Operating Officer of Portner & Shure, a personal injury and immigration firm in Maryland.

In Jordan's words

The conversation.

How would you describe working with Caddi?: “Working with Caddi has been a great introduction to AI for our team. It has helped us automate certain time-consuming tasks, improve consistency, and reduce the risk of human error in repetitive processes.”
What kind of work did you automate?: Chasing and following up on the records a case file depends on
Moving client information between the systems the firm already uses
Assembling and sending the routine packets that repeat on every matter
Reconciling payments so the books and the case system stay in step
Had you tried to automate this before?: “One example is a workflow we previously attempted to build in Power Automate. It was complex, required multiple revisions, and was difficult to maintain. With Caddi, the process became much simpler and easier to manage.”
What stands out most about Caddi?: “What stands out most is Caddi's practical approach to AI. There are many AI tools available today, but Caddi focuses on applying AI to real business workflows in ways that are useful and effective.”
And what has the support been like?: “We've also been impressed by the level of support. Whenever we reach out with questions or ideas, the team responds quickly and is always willing to help. That responsiveness has made the overall experience very positive for our team.”