Meet Caddi in personILTACONAug 23–27Future ProofSep 14–17

Automate the
business of law.

Caddi automates the new matter intake, DMS filing, docket updates, time capture, and AR follow-ups draining your paralegals, so attorneys spend more time on client work and your firm scales without adding headcount. The payoff is a number you can prove in a quarter.

Trusted by leading law firms
  • Beveridge & Diamond
  • Palace
  • Portner & Shure

The legal stack, already wired in.

See all integrations
2026 Priorities

Built for what legal ops leaders are actually solving.

Prove the payoff on AI, keep the people who run the operation, and defend margin while clients demand transparency. Three problems, one root cause, and one place to fix it: the business of law, the fragmented, manual back-office work underneath all three.
  • Prove the payoff

    Show the ROI in a quarter, not a fiscal year.

    The savings hide in non-billable hours nobody measures. Automating bounded, high-volume back-office work makes the return countable: hours recovered, cycle time cut, capacity added, all defensible in committee.

    How to prove AI ROI
  • Keep your people

    Your best staff are quitting the data entry, not the job.

    With support-staff attrition stubbornly high, automation takes the re-keying and chasing off the desk so the role shifts to judgment, exceptions, and client contact. Same headcount, a job worth staying in.

    Reshaping roles without cutting them
  • Defend your margin

    Lower cost to serve, then offer the transparency clients want.

    Clients want to see matter economics and AI is straining the billable hour. Automating intake-to-bill lowers delivery cost and cleans up effort data, so you can price on value and hold margin whichever way the market turns.

    Matter economics in 2026
In Production

Running at law firms today.

Not pilots. Daily-running loops across litigation, personal injury, and workers' comp firms. Built once, running unattended, and attributable to the matter, so the payoff is a number you can take to the compensation committee.

  • Mass-tort & PI · 13 months in production
    1,000+
    Automation runs every month

    Signed representation documents transferred from Salesforce to NetDocuments. Termination letters generated and sent. Plaintiff narratives logged daily — at 98%+ extraction quality.

    “Let me become your biggest customer.”

    — Steve, CEO, Knight Law
  • Personal injury · 12 months in production
    3,600
    LawPay reconciliations in a single month

    Nightly reconciliation of LawPay deposits to the right matter, plus outstanding-balance reminders on autopilot — collections cycle time down, partner time freed for client work.

  • PI & workers’ comp · 8 months in production
    5,000+
    Mail and document runs every month

    Daily mail intake renamed, profiled, and filed to the right matter across Clio, SharePoint, and Filevine. Volume grew from 75 to 200+ documents per day — one operator absorbed the surge.

    “Maxed out our abilities with mail processing.”

    — Ciana Powell, Operations Manager, Palace Law
Metrics drawn from production usage logs across Caddi customers. Every run is timestamped, attributable, and auditable.
How it works

Caddi turns your screenshares into AI automations.

Use Cases

The legal back office,
on autopilot.

Caddi learns your firm's matter workflows—intake, DMS filing, docketing, time, AR—and turns them into reliable, auditable automations.
  • 01/ 09Use case

    New matter intake & conflicts

    Caddi collects intake forms, runs conflict checks against your historical client list, and opens the matter in your practice management system with the right intake team, billing rate, and matter type — before the partner gets back from lunch.

    Typical stack
    • Clio
    • Centerbase
    • SurePoint
    • Salesforce
    • DocuSign
Integrations & Apps

Connects to the legal stack you already run.

  • iManage
  • NetDocuments
  • Clio
  • Filevine
  • DocuSign
  • LawPay
See all integrations
Benefits

AI for law firms—built to your firm's professional-responsibility bar.

  • 01

    Built by your operations team

    Your COO, director of legal ops, or paralegal manager records a workflow once. No engineers, no DMS admin queue, no innovation-ticket backlog.

  • 02

    No hallucination risk on privileged data

    Verified code calls your DMS, practice management, and billing systems via API. No AI guesswork on matter data, no privilege or work-product surprises.

  • 03

    Billable capacity you can measure

    Paralegal hours saved per workflow, runs executed, exceptions caught — reportable to your managing partner and compensation committee.

  • 04

    Inherits your user's permissions

    Caddi runs with the access your operations team already has in iManage, NetDocuments, and your PMS. No new privileged service accounts, no ethical-wall headaches.

Security & Privilege

Built to pass your ethical-wall and information governance review.

SOC 2

Attested controls. Audit trail your GC can defend.

Every workflow, every input, every output is logged and reviewable. Your general counsel or risk committee can walk through any run end-to-end—owner, matter, and outcome on the record.

Zero retention with LLM vendors

AI runs on privileged data—under your firm's controls.

When a workflow needs to read a court notice, classify mail, or extract a deadline, LLM calls run under enterprise zero-data-retention agreements with our model vendors—your client data is never used for training. Caddi keeps a 30-day audit trail of every prompt, response, and run so your operations team and GC can review and track activity by matter, then it ages off. Every run is scoped to the user's DMS and practice-management permissions.

Cover of the Legal AI Adoption Framework — 12-month rollout plan, 2026 edition

The Legal AI Adoption Framework.

A 12-month rollout plan for COOs, CIOs, firm administrators, and directors of innovation—sequenced by business function so each wave earns the budget for the next.

Get the framework