Productize every business operation.
On one platform you govern.
Your people are already automating in spreadsheets, macros, and copy-paste rituals you can't see or audit. Caddi turns that work into governed products, versioned, owned, and reviewable, with run history, role-based deploy controls, and deterministic code at runtime instead of autonomous AI on your data.
Not a tool done around IT.
A platform IT runs.
Across your firm, people are already automating in tools you can't see. Caddi brings that ungoverned, invisible work into one platform you administer, audit, and consolidate onto.
- Governance
Visibility into work that's already ungoverned
Spreadsheets, macros, and copy-paste rituals are running your business off the books today. Caddi pulls them into one platform with audit-grade run history and a central dashboard, giving you visibility into work that's already happening instead of a new surface to police.
- AI risk
AI at design time, deterministic code at runtime
Caddi's AI generates code, not decisions. Deployed automations run as deterministic code with no autonomous AI acting on client data. It's a position you can defend to the GC, the risk committee, and clients enforcing outside-counsel guidelines, with no LLM hallucinating while touching privileged data.
- Your stack
Built for your systems and your security review
Caddi integrates with the systems you actually own: iManage, NetDocuments, Intapp, Aderant, Elite 3E, Salesforce, Microsoft 365. And it gets ahead of the vendor risk assessment with SOC 2, a Trust Center, data residency, where recordings are stored, and whether client data leaves your tenant, all volunteered, not extracted.
- Ownership
IT as platform owner, not doorman
IT isn't a one-time onboarding step here; it's the platform owner. IT administers Caddi: setting who can build and deploy, reviewing automations before they go live, and consolidating onto one governed automation layer instead of a dozen point tools and rogue scripts. Approval workflows, role-based deploy permissions, and a full audit trail answer "what stops someone automating something non-compliant?" in one breath.
One governed layer for the work IT inherits.
Consolidate rogue scripts & macros
Connects to the systems of record you already own.
iManage
NetDocuments
Intapp
Salesforce
Microsoft 365
Aderant
An automation layer that survives a security review.
- 01
Role-based build & deploy
You set who can build and who can deploy. Automations are reviewed before they go live. Governance, not a free-for-all.
- 02
Deterministic at runtime
Deployed automations run as code, not as an autonomous agent improvising over client data. The behavior you reviewed is the behavior that ships.
- 03
Audit-grade run history
Every run is timestamped and attributable. When risk or a client asks what touched their data, you have the log.
- 04
Inherits user permissions
Caddi runs with the access the user already has. No new privileged service accounts, no entitlement creep to manage.
Answer the risk committee before they ask.
The security questionnaire, volunteered.
SOC 2 attestation, a Trust Center, data residency, where recordings are stored, and whether client data leaves your tenant, all surfaced up front, so your vendor risk assessment is answered before it begins.
No autonomous AI on privileged data.
Caddi's AI generates code, not decisions. Deployed automations are deterministic code calling your systems via API, with no LLM acting on privileged or client data at runtime. A position you can defend to the GC and to clients enforcing outside-counsel guidelines.
Make firm-wide automation safe to say yes to..
Bring your security and risk questions. We'll walk your team through the controls, the audit trail, and the deterministic-runtime guarantee.