Automate the
business of law.
Harvey and your legal AI cover the practice. Caddi AI Agents run the business side: time entry, intake and conflicts, prebill review, and the inbox, so attorneys spend more time on client work and the firm scales without adding headcount.
SOC 2 Type II·150+ integrations·Every run loggedDownload the law firm one-pager (PDF)
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Engagement letters filed to ClioFrom Outlook · started 9:1414294142of 42Running1 needs you✓ All filedDiscover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Engagement letters filed to ClioFrom Outlook · started 9:1414294142of 42Running1 needs you✓ All filedDiscover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Engagement letters filed to ClioFrom Outlook · started 9:1414294142of 42Running1 needs you✓ All filed
“It's able to look at an email and, even if it doesn't have the client matter number in it, figure out how that should be inserted into my timesheets. I really like that.”
The legal stack, already wired in.
Harvey runs the practice. Caddi runs the business.
The back-office jobs firms hand to Caddi first, running in the systems you already own.
Time entry drafted every day, so every 0.1 gets billed.
Each email, call, and meeting becomes a draft entry on the right matter, and attorneys approve their day instead of rebuilding the month.
“I usually didn't bill 0.1s, but now with this, maybe I'll bill point one.”
Partner, law firm Every email filed to its matter, and only the ones that need you flagged.
Messages and attachments land in iManage or NetDocuments under the right client and matter, with the replies that need an attorney raised to the top.
Only about a quarter of lawyers file their email to the right matter.
Chief information officer, law firm New matters opened from one intake, with nothing typed twice.
The intake form carries into conflicts, the practice management system, and docketing, so the same details are never keyed again downstream.
New matter intake can run to a thousand steps across systems.
Chief operating officer, law firm Every bill checked before it goes out, so nothing gets cut.
Prebills are reviewed against each client's billing guidelines first, so partners skip the markup pass and the firm keeps the revenue it earned.
Once a client challenges a bill, the firm rarely recovers all of it, even when the challenge is wrong.
Knowledge management leader, law firm Conflict checks on every new matter, at any hour, down to the real hits.
Searches run as soon as a matter opens, and the report comes back reduced to the conflicts worth a look instead of a hundred pages of noise.
A single conflict report can run 50 to 100 pages, and most of it is noise.
Practice group operations, law firm Documents renamed, profiled, and filed the same way every time.
Court notices, scans, and signed copies reach the right matter in your DMS with the firm's naming and a record of every step.
“For us it was perfect. It didn't miss anything.”
Operations consultant to a law firm
- Built by your operations team, no engineers
- Same steps on every run
- Inherits each user's permissions and ethical walls
- Every run logged by matter
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.
1,000+Automation runs every monthSigned 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
3,600LawPay reconciliations in a single monthNightly reconciliation of LawPay deposits to the right matter, plus outstanding-balance reminders on autopilot — collections cycle time down, partner time freed for client work.
5,000+Mail and document runs every monthDaily 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
Built to pass your ethical-wall and information governance review.
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.
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 zero-data-retention terms with OpenAI and Anthropic, and the contents of your DMS and other connected systems are never used to train models. 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.