For intake & new business leaders

Convert more new business.
Faster.

Caddi automates intake forms, conflict and KYC checks, account and matter opening, and engagement letters, so every lead gets a fast, consistent response and new business converts without your team drowning in onboarding paperwork.

Trusted by leading firms
The new business case

Speed and consistency win the client.
Caddi delivers both.

Every hour between inquiry and a signed engagement is a chance to lose the client. Caddi compresses that window and makes the experience identical every time, without growing the intake team.

  • 01

    No lead goes cold

    Caddi triages inbound inquiries, captures the intake details, and moves them to the next step automatically, so response time stops depending on who's at their desk and how full the queue is.

  • 02

    Conflicts and KYC, cleared fast

    Conflict checks and KYC/AML screening run the moment the details land, clearing new business in minutes instead of days and keeping a defensible record of every check.

  • 03

    A consistent client experience

    The same onboarding, the same accurate CRM record, the same engagement letter, every time. Caddi removes the variability that comes from a busy team handling intake by hand.

Use Cases

Intake to engagement, on autopilot.

Caddi learns how a prospect becomes a client at your firm, from intake and conflicts to KYC, account opening, and engagement, then turns it into a fast, reliable, auditable flow.
  • 01/ 06Use case

    Intake capture & routing

    Caddi reads intake forms and inbound inquiries, structures the data, creates the CRM record, and routes the prospect to the right team, with no rekeying and no inquiries lost in an inbox.

    Typical stack
    • Typeform
    • Salesforce
    • Outlook
    • Microsoft 365
Integrations & Apps

Connects to the intake stack you already run.

  • Salesforce
  • Clio
  • DocuSign
  • Wealthbox
  • HubSpot
  • Outlook
See all integrations
Benefits

AI for intake, built to your bar.

  • 01

    Built by your intake team

    Your intake lead records the workflow once. No engineers, no IT queue, no waiting on a roadmap.

  • 02

    No guesswork on client data

    Verified code calls your CRM and systems via API. Accurate records, defensible conflict and KYC checks.

  • 03

    Conversion you can measure

    Response time, time-to-open, leads worked, all reportable to the partners who own new business.

  • 04

    Inherits your team's permissions

    Runs with the access your intake team already has. No new privileged service accounts to govern.

Security & Compliance

Built to pass your compliance review.

SOC 2

Attested controls. An audit trail you can defend.

Every workflow, every input, every output is logged and reviewable. Your compliance and risk team can walk through any run end-to-end: who built it, what it touched, and what it produced, all on the record.

AI at design time, code at runtime

No autonomous AI acting on your data.

AI helps build the automation once. What ships and runs every day is deterministic code calling your systems via API, with no model improvising over your records at runtime. LLM calls used during a run execute under enterprise zero-data-retention agreements and are never used for training.

Win more new business..

See how intake teams use Caddi to convert faster and never let a lead go cold, in a 30-minute walkthrough on your own intake flow.