# Caddi

> Caddi is the operations AI platform for professional services: law firms, RIAs, accounting firms, private equity, and insurance carriers. It learns workflows from your team and runs them across the tools you already use, with a reliable hybrid of AI, deterministic code, and human oversight. Caddi's wedge is automating the three workflows every professional services firm runs every day: client intake, email triage, and doc management.

## Core pages
- [Home](https://www.trycaddi.com/): What Caddi does and who it is for
- [Use Cases Library](https://www.trycaddi.com/use-cases): Browse 43 real workflows Caddi automates today
- [Integrations](https://www.trycaddi.com/integrations): Every tool Caddi works with
- [Customers](https://www.trycaddi.com/customers): Law and finance firms running on Caddi
- [Law](https://www.trycaddi.com/law): Caddi for law firms
- [Finance](https://www.trycaddi.com/finance): Caddi for RIAs and finance firms
- [Accounting Firms](https://www.trycaddi.com/accounting-firms): Caddi for accounting and CPA firms: source-document intake, open-items chase, return assembly and 8879s, e-file rejects, CAS close, and WIP billing on autopilot
- [Private Equity](https://www.trycaddi.com/private-equity): Caddi for buy-and-build private equity: Day-1 add-on integration with no ERP migration, consolidated close, chart-of-accounts normalization, platform shared services, and portfolio reporting on autopilot
- [Insurance](https://www.trycaddi.com/insurance): Caddi for insurance brokerages and agencies — new business, COIs, renewals, claims FNOL, and commission reconciliation on autopilot
- [Pricing](https://www.trycaddi.com/pricing)
- [Schedule a demo](https://www.trycaddi.com/schedule-demo)
- [Blog](https://www.trycaddi.com/blog)
- [AI Agents](https://www.trycaddi.com/agents): AI agents that run the repetitive 80% of real back-office roles — billing specialist, accounts payable, accounts receivable, bookkeeper, data entry, document processor, intake specialist, loan processor, client service associate, compliance specialist, operations analyst, and records clerk — as deterministic, auditable code

## Use cases
- [Account Record Creation](https://www.trycaddi.com/use-cases/account-record-creation): Extract required details from account-opening PDFs and create the linked household, person, and new account form records, reducing manual data entry for client services teams.
- [Accounting File Archiving](https://www.trycaddi.com/use-cases/accounting-file-archiving): Upload accounting files to the correct matter and archive processed documents, reducing manual filing for billing and finance teams.
- [Accounting File Uploads](https://www.trycaddi.com/use-cases/accounting-file-uploads): Upload accounting files to the correct matter, confirm each upload, and archive processed documents, reducing manual filing and cleanup for billing and finance teams.
- [Authorization Document Renaming](https://www.trycaddi.com/use-cases/authorization-document-renaming): Verify claim details and rename treatment authorization and vocational approval documents to the required naming convention, reducing repetitive review and renaming for legal operations teams.
- [Case Document Data Extraction](https://www.trycaddi.com/use-cases/case-document-data-extraction): Locate the right case documents, extract key details, and write structured data back into opportunity records, reducing manual document review and data entry for intake teams.
- [Cash Receipt Reconciliation](https://www.trycaddi.com/use-cases/cash-receipt-reconciliation): Extract invoice and payment details from cash receipt emails and write them to the correct tracker row, reducing manual reconciliation work for billing and finance teams.
- [Cash Request Processing](https://www.trycaddi.com/use-cases/cash-request-processing): Pre-fill cash request forms with household and account details, validate the requested amount against available cash, and route the request for advisor approval and signature, reducing manual processing for client services teams.
- [Check PDF Uploads](https://www.trycaddi.com/use-cases/check-pdf-uploads): Rename check PDFs to a standard format, upload them to the correct matter, and share them with clients through the client portal, reducing repetitive document handling for legal operations teams.
- [Claim Email Thread Triage](https://www.trycaddi.com/use-cases/claim-email-thread-triage-019bc4): Review the oldest claim email threads, identify what follow-up is needed, and send the next email, reducing manual thread triage for legal operations teams.
- [Client Document Batch Uploads](https://www.trycaddi.com/use-cases/client-document-batch-uploads): Batch upload client documents to the correct matters, apply the right metadata and disclosures, and share eligible files with clients, reducing repetitive upload and validation work for legal operations teams.
- [Collection Payment Receipts](https://www.trycaddi.com/use-cases/collection-payment-receipts): Identify today’s collection payments, resend receipts to the right recipients, and update the corresponding case record and email tagging, reducing cross-system payment tracking for billing and finance teams.
- [Conflicts Check Workflow](https://www.trycaddi.com/use-cases/conflicts-check-workflow): Run new-client conflicts checks across matter records, contact lists, and historical engagements, draft a conflicts memo, and route it for partner review, reducing manual checks for intake and compliance teams.
- [Docketed Mail Uploads](https://www.trycaddi.com/use-cases/docketed-mail-uploads): Cross-check docketed mail items, upload the required documents to the board mail folder, and archive processed files, reducing manual tracking for legal operations teams.
- [Excel Transaction Sync](https://www.trycaddi.com/use-cases/excel-transaction-sync): Transfer new deal transaction data between Excel worksheets by creating a row for each transaction and mapping source values into the destination sheet, reducing manual re-entry for intake teams.
- [Financial Report Archiving](https://www.trycaddi.com/use-cases/financial-report-archiving): Generate client financial report PDFs and archive them with the correct template and metadata, reducing manual report handling for financial planning teams.
- [HIPAA Authorization Packets](https://www.trycaddi.com/use-cases/hipaa-authorization-packets-019bc4): Pull case details to complete and review HIPAA authorization PDFs and upload the finalized file to the case record, reducing manual form completion for compliance teams.
- [Household Review Report Filing](https://www.trycaddi.com/use-cases/household-review-report-filing): Generate household review meeting report PDFs and file them with the correct metadata, reducing manual report prep and archiving for advisor teams.
- [Initials-Based File Naming](https://www.trycaddi.com/use-cases/initials-based-file-naming): Look up claim numbers in the matter system to confirm the assigned paralegal and rename documents with the correct initials, reducing cross-referencing work for legal operations teams.
- [Intake Document Packets](https://www.trycaddi.com/use-cases/intake-document-packets): Classify and name intake document images, merge related PDFs, file the packet to the correct case workspace, and update processing status, reducing manual intake document handling for intake teams.
- [Intake PDF Filing](https://www.trycaddi.com/use-cases/intake-pdf-filing): Extract client and contract details from intake PDFs, rename and file them to the right submissions folder, and update the submission tracker, reducing manual document handling for client services teams.
- [Matter Transfer Reassignment](https://www.trycaddi.com/use-cases/matter-transfer-reassignment): Identify unprocessed case transfers and reassign matters across task and tracking systems, reducing manual cross-system handoff updates for legal operations teams.
- [Meeting Invitation Emails](https://www.trycaddi.com/use-cases/meeting-invitation-emails): Pull verified client contact details to draft and send meeting invitation emails from a saved template and create a follow-up task, reducing manual outreach for advisor teams.
- [Model Form Filing](https://www.trycaddi.com/use-cases/model-form-filing): File and classify client investment model selection forms in the correct intake folder, reducing manual document filing for advisor teams.
- [Model Selection Forms](https://www.trycaddi.com/use-cases/model-selection-forms): Pull household and account details to populate a model selection form and send it for signature, reducing manual form prep for advisor teams.
- [New Hire Tracker Cleanup](https://www.trycaddi.com/use-cases/new-hire-tracker-cleanup): Manage new hire onboarding follow-ups in an Excel tracker by categorizing employees, updating tracking fields, and removing duplicate entries, reducing manual spreadsheet review for HR teams.
- [New Matter Setup](https://www.trycaddi.com/use-cases/new-matter-setup): Extract client and matter details from new matter request emails, create the client and matter workspace when needed, and file intake documents with the right attributes, reducing manual matter setup for intake teams.
- [Next-Day Client Texts](https://www.trycaddi.com/use-cases/next-day-client-texts): Identify next-day follow-ups from the calendar, pull the related case record, and send the appropriate client text message, reducing daily outreach coordination for intake teams.
- [Onboarding Tracker Cleanup](https://www.trycaddi.com/use-cases/onboarding-tracker-cleanup): Manage onboarding follow-ups from an onboarding report by classifying employees, updating tracker fields, and removing duplicate entries, reducing manual spreadsheet maintenance for HR teams.
- [Payment Order Uploads](https://www.trycaddi.com/use-cases/payment-order-uploads): Batch upload payment order PDFs to the correct matters and verify each assignment before finalizing, reducing manual matter matching for legal operations teams.
- [Pipeline Task Sync](https://www.trycaddi.com/use-cases/pipeline-task-sync): Keep tasks in sync across the CRM and the operations project tool as account-opening and onboarding milestones change, reducing manual status updates for operations teams.
- [Plaintiff Narrative Entries](https://www.trycaddi.com/use-cases/plaintiff-narrative-entries): Check required prerequisites and add a standardized plaintiff narrative entry to the opportunity timeline, reducing manual review and data entry for intake teams.
- [Provider Bill Request Packets](https://www.trycaddi.com/use-cases/provider-bill-request-packets): Generate provider bill request letters, assemble the required PDF packet, send it to providers, and log the activity to the case, reducing manual request assembly for legal operations teams.
- [Retainer Agreement Drafting](https://www.trycaddi.com/use-cases/retainer-agreement-drafting): Pull client and offer details to populate a retainer agreement and send it for signature, reducing manual contract prep for intake teams.
- [Scanned Check Processing](https://www.trycaddi.com/use-cases/scanned-check-processing): Extract details from scanned checks, match each check to the correct matter, and update deposit request logs and related records, reducing manual trust accounting work for billing and finance teams.
- [Scanned Mail PDF Renaming](https://www.trycaddi.com/use-cases/scanned-mail-pdf-renaming-019d26): Extract claim numbers and key details from scanned mail PDFs and rename each file to a standard format, reducing manual review and renaming for legal operations teams.
- [Signed IPS Archiving](https://www.trycaddi.com/use-cases/signed-ips-archiving): Download signed investment policy statements, archive the PDFs with the right metadata, and update the related household record and task, reducing manual post-signature processing for investment operations teams.
- [Signed Model Form Archiving](https://www.trycaddi.com/use-cases/signed-model-form-archiving): Collect signed model selection forms and archive the final PDFs with the right metadata, reducing manual follow-up and filing for advisor teams.
- [SMS Payment Reminders](https://www.trycaddi.com/use-cases/sms-payment-reminders): Identify cases with eligible outstanding balances and send SMS payment reminders while notifying the assigned staff member, reducing manual collections follow-up for billing and finance teams.
- [SOL Tracker Updates](https://www.trycaddi.com/use-cases/sol-tracker-updates): Pull matter tracking details and update the statute of limitations tracker sheet, reducing manual deadline data syncing for legal operations teams.
- [Termination Letter Delivery](https://www.trycaddi.com/use-cases/termination-letter-delivery): Verify required termination documentation, send the correct termination letter, and mark the task complete, reducing manual compliance steps for compliance teams.
- [Time Entry Capture](https://www.trycaddi.com/use-cases/time-entry-capture): Pull calendar events, sent emails, phone calls, and document activity into draft time entries on the right matter, reducing missed billable time for attorneys and billing teams.
- [Time Entry Review](https://www.trycaddi.com/use-cases/time-entry-review): Review draft time entries against firm and client billing guidelines, flag potential violations, and notify the attorney before submission, reducing rejected invoices and write-offs for billing teams.
- [Vendor Bill Creation](https://www.trycaddi.com/use-cases/vendor-bill-creation): Read vendor payout rows and create matching bills with the correct vendor, expense categories, and payment terms, reducing manual bill entry for billing and finance teams.