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Cut Busywork. Increase Billables.
From intake to invoicing, Caddi streamlines operations so your team can focus on clients, not clerical work.
Trusted Users
Use Cases
Legal Workflows,
Reinvented by Automation
Caddi learns your firm’s unique processes and turns them into reliable, automated workflows.
Client Intake & Onboarding
Auto-collect forms, and organize documents into your DMS—no more back-and-forth.
Document Management
Eliminate manual drag-and-drop by automating document transfers and consistent naming.
Case & Matter Updates
Keep your case files current with zero effort—keeping attorneys focused on casework.
Inbox & Task Management
Triage incoming emails, file attachments, and assign tasks to the right team members.
Time Entries & Billing
Log time seamlessly, reduce missed entries, and stay on top of billing deadlines.
Compliance
Ensure every matter stays audit-ready with the right documents in place.
Document Automation
Create, rename, and send documents for signature—NDAs, engagement letters, PDFs.
Client Communication
Draft update emails, send follow-ups, and sync case changes directly to your LMS.
Scheduling & Meeting Follow-Ups
Auto-schedule client calls based on availability and draft follow-up emails with action items.
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.