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.
SOC 2 Type II·150+ integrations·Every run loggedHelp me automate intake capture in Typeform and Salesforce. Caddi builds the loop and runs it.
Typeform
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.
Teach Caddi like a new hire.
Help me automate intake capture in Typeform and Salesforce. Caddi builds the loop and runs it.
Intake to engagement, on autopilot.
Intake capture & routing
Connects to the intake stack you already run.
Salesforce
Clio
DocuSign
Wealthbox
HubSpot
Outlook
AI for intake, built to your bar.
- 01
Built by your intake team
Your intake lead records the workflow. No engineers, no IT queue, no waiting on a roadmap.
- 02
Deterministic runs 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.
Built to pass your compliance review.
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.
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, repeatable and logged, with any model step scoped and reviewable. OpenAI and Anthropic calls use zero-data-retention terms.
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.