FinanceFinance Specific

Automate Laserfiche with Caddi

Built for finance teams.

Laserfiche is the document spine of many finance and legal firms — and the bottleneck for anything that has to be filed, classified, or retrieved. Caddi runs the filing motions Laserfiche admins normally do by hand.

Why automate it

The work around Laserfiche is where time disappears.

Most Laserfiche work is rule-following with judgment: pick the right folder, apply the right metadata, and update the related system. Caddi learns those rules from your team and executes them across every signed form, report, and intake document.

Workflows

Loops Caddi runs against Laserfiche

  • Model Form Filing

    Real customer flow
    1. Laserfiche

    Caddi files and classifies client investment model selection forms in the correct intake folder, reducing manual document filing for advisor teams.

    Filing is standardized and forms are easier to store and retrieve correctly.

  • Household Review Report Filing

    Real customer flow
    1. Laserfiche
    2. Salesforce
    3. Orion

    Caddi generates household review meeting report PDFs and files them with the correct metadata, reducing manual report prep and archiving for advisor teams.

    Review report creation and filing happens automatically so meeting materials are easier to produce and store consistently.

  • Signed Model Form Archiving

    Real customer flow
    1. Laserfiche
    2. Docusign
    3. Salesforce

    Caddi collects signed model selection forms and archives the final PDFs with the right metadata, reducing manual follow-up and filing for advisor teams.

    Signed forms are saved and archived correctly and the related task is closed out.

  • Financial Report Archiving

    Real customer flow
    1. Laserfiche
    2. OneDrive

    Caddi generates client financial report PDFs and archives them with the correct template and metadata, reducing manual report handling for financial planning teams.

    Report production and archiving speed up while files stay easy to retrieve later.

  • Signed IPS Archiving

    Real customer flow
    1. Laserfiche
    2. Docusign
    3. Salesforce

    Caddi downloads signed investment policy statements, archives the PDFs with the right metadata, and updates the related household record and task, reducing manual post-signature processing.

    Signed IPS forms are archived correctly, key model details are captured, and Salesforce tasks close out promptly.

  • Inbound mail classification

    Recommended pattern
    1. Laserfiche
    2. Adobe Acrobat
    3. Salesforce

    Caddi watches a Laserfiche inbox folder, classifies each scanned document by type, applies the right metadata, and files it to the correct household.

Where finance teams use it

Caddi + Laserfiche, in practice

  • Client onboarding & account opening

    Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Laserfiche with no rekeying.

  • Meeting prep & follow-up

    Pull the right Laserfiche data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.

  • Reporting & archiving

    Generate household, performance, or compliance PDFs, file them with the right Laserfiche metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against Laserfiche, and write the audit-ready record back to the right account.

FAQ

Questions about automating Laserfiche

Does Caddi have a real Laserfiche integration?

Yes. Caddi runs verified code against Laserfiche's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Laserfiche is reviewed before it runs in production.

Do I need engineering help to automate Laserfiche with Caddi?

No. You demonstrate the workflow once — clicking through Laserfiche the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Laserfiche data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Laserfiche with no model in the loop.

Can Caddi connect Laserfiche to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Laserfiche, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Often automated alongside Laserfiche

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Ready to automate Laserfiche?

Drop your work email and we'll show you Caddi running end-to-end against Laserfiche and the rest of your stack.