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Integrations
Explore powerful connections with Caddi
Trusted Users
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finance
Addepar
Investment data aggregation and reporting software
law
Aderant
Business management software for law firms
productivity
Adobe Acrobat
PDF viewing, editing, and signing tool
productivity
Adobe Sign
E-signatures for documents powered by Adobe
finance
AdvicePay
Payment processing for financial advisors
productivity
Airtable
Database meets spreadsheet collaboration platform
productivity
Asana
Work management and task tracking software
law
Bill4Time
Legal billing and time tracking software
productivity
Box
Cloud storage and file sharing solution
law
CASEpeer
Personal injury case management platform
productivity
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Calendly
Online meeting scheduling and automation software
law
Clio
Legal practice management and billing software
productivity
Docusign
An e-signature and agreement workflow platform
productivity
Dropbox
Cloud-based file storage, sync, and collaboration
productivity
Dropbox Sign
E-signature service for documents by Dropbox
productivity
Evernote
Note-taking and task organization software
productivity
Expensify
Expense tracking and management application
law
Filevine
Legal case and document management software
productivity
FreshBooks
Small business invoice and accounting software
productivity
Gmail
Google’s web-based email communication platform
productivity
Google Calendar
Calendar scheduling and management tool
productivity
Google Docs
Word processor to create and edit documents online
productivity
Google Drive
Cloud storage and document sharing software
productivity
Google Meet
Online video meetings and conferencing
productivity
Google Sheets
Cloud-based spreadsheets tool from Google
productivity
Gusto
Payroll, benefits, and HR management platform
productivity
HubSpot
A platform for CRM and marketing automation
law
Ironclad
Legal contract lifecycle management software
productivity
Jira
Project tracking software for agile development
finance
Laserfiche
AI-driven document management platform
law
Litify
All-In-One legal software for firms and departments
productivity
MailChimp
Email marketing and automation platform
productivity
Microsoft 365
Suite of productivity apps and cloud tools
productivity
Microsoft OneNote
Digital note-taking and collection by Microsoft
productivity
Microsoft Outlook
Email communication and contact management
productivity
Microsoft Teams
Team chat, meetings, and file sharing software
productivity
Monday
Project and team management platform for work
finance
MoneyGuidePro
Goal-based financial planning software for advisors
finance
Morningstar AdviserLogic
Financial planning software and CRM for advisors
law
Neos
Case management software for legal firms
productivity
NetDocuments
Cloud-based document management system
productivity
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Notion
All-in-one workspace for notes and tasks
productivity
OneDrive
Microsoft’s cloud file storage solution
finance
Orion
Portfolio management and reporting software
law
PracticePanther
Case management and billing for law firms
finance
Practifi
CRM platform for wealth management firms
productivity
Quickbooks
Accounting and bookkeeping software for businesses
finance
Redtail
CRM software built for financial professionals
productivity
RingCentral
AI-powered cloud communications software
law
Rocket Matter
Legal practice management and billing software
productivity
Salesforce
A cloud-based CRM and sales management platform
productivity
ShareFile
Secure file sharing and storage software
productivity
Slack
A cloud-based messaging and collaboration platform
productivity
Stripe
Online payment processing software for businesses
law
Surepoint
Management and financial tools for law firms
productivity
SurveyMonkey
Online surveys and feedback collection platform
law
TimeSolv
Time tracking and billing for law firms
productivity
Timely
Automatic time tracking for work hours
productivity
Trello
Kanban-style project management boards
productivity
Typeform
Interactive form and survey building platform
finance
Wealthbox
CRM platform for financial advisors and teams
productivity
Xero
Online accounting for small businesses
productivity
Zendesk
Cloud-based customer service and support platform
productivity
Zoho Books
Cloud accounting software for businesses
productivity
Zoho CRM
Customer relationship management software
productivity
Zoom
A platform for video conferencing and meetings
finance
eMoney
Financial planning and client management software
productivity
iManage
Product management for knowledge professionals
Every firm is different.
That’s why Caddi learns from you.
Client Intake
Caddi transforms client intake by eliminating repetitive steps, saving time and ensuring a smooth, error-free process. With AI-powered automation, your team can spend less time on admin and more time focusing on your clients.
Client Onboarding
Caddi transforms client onboarding by eliminating repetitive steps, saving time and ensuring a smooth, error-free process. With AI-powered automation, your team can spend less time on admin and more time focusing on your clients.
Email Management
Caddi streamlines email workflows by automating attachment storage, notifying the right team members, and handling automatic responses. No more letting client emails sit unanswered—Caddi ensures every important message gets the attention it deserves.
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Document Organization
Managing documents is tedious and error-prone. Caddi automates saving, renaming, categorization, and retrieval, ensuring your team always has the right file—without the hassle.
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Data Entry
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Billing & Invoicing
Caddi simplifies billing by automating invoice creation, tracking payments, and sending reminders—ensuring nothing falls through the cracks.
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Integrations & Apps
Every connection you need. In one place.
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Benefits
All the power of AI—without the risks.
Personalized Automations
No tech skills needed, no more waiting for IT.
No Hallucination Risk
Verified code connects to your cloud tools via API—no AI guesswork.
Time & Cost Savings
Track every hour saved with detailed usage insights.
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Works Where You Work
Run automations from email, Slack, Teams, or wherever you already work.
Privacy Compliance
Generate code with uncompromising security for client data.
Caddi adapts to any process in your firm, building custom automations that work the way you do.
Security
Enterprise-ready security for confidential client data
Built for Security & Compliance
Security isn’t just a feature—it’s our foundation. With a SOC 2 attestation, we’ve proven that our controls meet the highest industry standards for protecting your data.
AI That Never Touches Your Data
Our AI watches, learns, and builds—without touching your client data. Once created, automations run exactly as designed, with no AI involved in execution, ensuring consistency and privacy.