AI workforceAn AI workforce
An AI workforce
you onboard like a new hire.
Caddi's agents find the repetitive work, learn each process from the person who does it, and take it over across your tools, while leadership sees every one of them at work.
SOC 2 Type II·150+ integrations·Free to startCaddi
Outlook
Docusign
NetDocuments
Salesforce
OutlookDocusignNetDocumentsSalesforceLoopyEARLY ACCESSLive+ New chat
Build it: triage the morning inbox in Outlook, open each Docusign envelope, and file the executed copy to the matter.
Email triage, then. Walk me through it.
Screenshare and explain1:15Screen recording · Email triageThanks, that is everything I need.
Building your automation…Here is what you do. I will do it without fail, and flag anything out of the ordinary.
Send a message to Loopy…
Email Triagev1Batch1,204 / 1,204 · 00:41▶ Run LoopRunning
Your loop diagram will show hereOnce this session is working on a loop, its plan appears here with new and updated steps highlighted.
New email in Inbox1,204 / 1,204✦Read and classify1,204 / 1,204⑂Which kind?Open the envelope→ Contract412 / 412Forward to payable→ Payment388 / 388
Flag, never file it→ From family6 / 6File to the matter411 / 411CaddiStudioLoopsGovernDiscoverRun HistoryIntegrationsHelp & SupportSettingsNotifications5BOBen Okafor
DiscoverRepetitive work Caddi found across your tools.Run DiscoverDiscover is runningRun Discover
Find the work worth automatingScan your 8 connected tools for the repetitive work your team does by hand, ranked by hours. Read only, always.Run Discover
Discover is runningReading activity across your 8 connected tools. Results appear here as they are confirmed.0123467891112spotted·0123456789101112investigated·0123confirmed012345678/8 toolsStarted just now
3 loops worth buildingAbout 299 hours a year of repeat work.3 confirmed · 9 ruled out8 tools · just now
Most time savedMost confident
Medium confidenceTime entries from the calendarRead the day's calendar blocks in Outlook and draft the narrative for each one as a time entry in Clio.5×/week · ~15 min each65hrs / yearBuild this
High confidenceFiling executed contractsPull the certificate from Docusign, check the version in NetDocuments, and update the matter in Salesforce.5×/week · ~9 min each39hrs / yearBuild this
High confidenceTriaging the morning inboxRead new Outlook mail, open each Docusign envelope, and file the executed copy to the matter in NetDocuments.5×/week · ~45 min each195hrs / yearBuild this
Still reading. Confirmed loops appear here. You can keep working.
Let Caddi read activity from your toolsIt runs in the background and takes 15 to 30 minutes. You can keep working while it does.
Microsoft OutlookConnectedDocusignConnectedNetDocumentsConnectedSalesforceConnected
ClioConnectedSlackConnected
AderantConnected
Google DriveConnectedRead-only access. Caddi can look at what happens in these tools to understand your processes, and can never change or move anything.
Not nowAllow and run Discover
CaddiStudioLoopsGovernDiscoverRun HistoryIntegrationsHelp & SupportSettingsNotifications5BOBen Okafor
Firm-wideEvery process, by team. Running, being built, still open.
21 of 34processes active across 4 teams62%
Running 18Live 3In build 6Available 7
TeamProcessesRunningIn buildCoverage
Client Intake106170%
New matter openingDana W.v4Running · 38 today
Conflict searchMarcus P.v2Running · 9 today
Engagement letter filingDana W.v1In build
Billing95267%
Document Mgmt84250%
Compliance73157%
Run historyEvery run, and every decision it made to get there.
LoopStartedTookResult
Email triage09:1438s411 filed
Client intake09:021m 04s38 packets
Email triage08:4712s1 held for review
08:47:29Classified as contract, 0.97Outlook · read
08:47:30Opened envelope 40218Docusign · read
08:47:31Held: one signature onlyno write attempted
Payment recon08:302m 11s940 matched
OutlookSearchHomeViewHelpBOInbox1,204DraftsSent ItemsArchiveFamily2
FocusedOtherTodayDDocusignCompleted: Whitmore · Ridgeline Asset Purch…RRidgeline Systems APRemittance advice, check #40218MMaya Okaforreminder: dance concert at 7PPriya HaleSigned NDA attachedAAderant BillingPrebill batch ready for review
ReplyReply allForwardArchiveMove toCompleted: Whitmore · Ridgeline Asset Purchase AgreementDDocusign · to Ben OkaforAll parties have completed this envelope.Review the documentDocusign · Envelope #723-4a · 2 of 2 signed
All parties have completed this envelope.Review the documentDocusign · Envelope #723-4a · 2 of 2 signedDocusignHomeAgreementsTemplatesReportsBOStartAgreementsInboxSentCompletedAction requiredFoldersWhitmore HoldingsRidgeline
Agreements/CompletedDownloadCompletedEnvelope #723-4aSent 28 JulCompleted 30 JulAsset Purchase AgreementWhitmore Holdings LLCD. Whitmore, ManagerD. WhitmoreRidgeline Systems, Inc.A. Serra, General CounselA. SerraASSET PURCHASE AGREEMENTD. WhitmoreA. Serra
NetDocumentsSearch this workspaceBOWhitmore HoldingsAgreementsFile documentOverviewFilesActivity
Name2026-07-30 Whitmore · APA · executed.pdfWorkspaceWhitmore Holdings / AgreementsVersionNew version · never overwriteFile it
Already in this workspace2026-07-12 Whitmore · APA · draft 3.pdf2026-06-28 Whitmore · APA · draft 2.pdf
2026-07-12 Whitmore · APA · draft 3.pdf2026-06-28 Whitmore · APA · draft 2.pdfOutlookSearchBOHomeViewHelp
New mailDeleteArchiveSweepMove toReplyForward
ben@whitmore.comInbox1,2041,052883704517348162410DraftsSent ItemsDeleted ItemsArchiveFamily6
FocusedOtherTodayDocusignnowCompleted: Whitmore · Ridgeline APATIME SENSITIVEAll parties have completed the envelope.RSRidgeline Systems AP6:18 PMRemittance advice, check #40218Payment of $18,400.00 issued 30 July.PHPriya Hale6:04 PMSigned NDA attachedCountersigned this afternoon, all yours.CFCalder & Fenwick5:52 PMExecuted MSA, countersignedAttaching the fully executed copy.ABAderant Billing5:41 PMPrebill batch ready for review142 prebills are waiting on you.HGHarlow Group AP5:26 PMRemittance advice, check #40219Payment of $6,200.00 issued 30 July.ASAshcroft Supply Co.5:10 PMSupply agreement, signedAll parties have completed the envelope.MHMarchetti Holdings4:47 PMEscrow release authorisationPlease confirm receipt of the release.You’re all caught upNothing left in Inbox.
DocusignnowCompleted: Whitmore · Ridgeline APATIME SENSITIVEAll parties have completed the envelope.RSRidgeline Systems AP6:18 PMRemittance advice, check #40218Payment of $18,400.00 issued 30 July.PHPriya Hale6:04 PMSigned NDA attachedCountersigned this afternoon, all yours.CFCalder & Fenwick5:52 PMExecuted MSA, countersignedAttaching the fully executed copy.ABAderant Billing5:41 PMPrebill batch ready for review142 prebills are waiting on you.HGHarlow Group AP5:26 PMRemittance advice, check #40219Payment of $6,200.00 issued 30 July.ASAshcroft Supply Co.5:10 PMSupply agreement, signedAll parties have completed the envelope.MHMarchetti Holdings4:47 PMEscrow release authorisationPlease confirm receipt of the release.You’re all caught upNothing left in Inbox.ReplyReply allForwardArchiveMove toCompleted: Whitmore · Ridgeline Asset Purchase AgreementDDocusign · to Ben OkaforAll parties have completed this envelope.Review the documentDocusign · Envelope #723-4a · 2 of 2 signedFiled to Whitmore Holdings · 1024just now
All parties have completed this envelope.Review the documentDocusign · Envelope #723-4a · 2 of 2 signedFiled to Whitmore Holdings · 1024just nowSelect an item to read
HomeAccountsMattersContactsReports
SalesforceSearch SalesforceBOMatterTypeAmountLast activityWhitmore Holdings LLCAsset purchase$18,400.00seconds agoNEWCalder & FenwickMaster services—seconds agoNEWRidgeline Systems, Inc.Mutual NDA—seconds agoNEWHarlow GroupStatement of work$6,200.00seconds agoNEWAshcroft Supply Co.Supply agreement$41,900.00seconds agoNEWDelacroix PartnersConsent to assign—seconds agoNEWBeaumont PropertiesLease amendment—seconds agoNEWMarchetti HoldingsEscrow release$120,000.00seconds agoNEW8 of 412 items · sorted by Last activity
SearchHomeFavouritesNotificationsWhitmore DocsClientMatterPeopleApps
Whitmore DocsClientMatterPeopleAppsNetDocumentsSearch this workspaceBOOverviewFilesActivity
Active documentsfiled in the last few minutes2026-07-30 Whitmore-Ridgeline APA (executed).pdfExecuted agreement · version 1just now2026-07-30 Calder-Fenwick MSA (executed).pdfExecuted agreement · version 1just now2026-07-30 Ridgeline NDA (executed).pdfExecuted agreement · version 1just now2026-07-30 Harlow Group SOW (executed).pdfExecuted agreement · version 1just now2026-07-30 Ashcroft Supply Agreement (executed).pdfExecuted agreement · version 1just now2026-07-30 Delacroix Consent (executed).pdfExecuted agreement · version 1just now2026-07-30 Beaumont Lease Amendment (executed).pdfExecuted agreement · version 1just now2026-07-30 Marchetti Escrow Release (executed).pdfExecuted agreement · version 1just now2026-07-30 Pelham Assignment (executed).pdfExecuted agreement · version 1just now
ActivityNew version created2026-07-30 Whitmore-Ridgeline APA (executed).pdfnowNew version created2026-07-30 Calder-Fenwick MSA (executed).pdfnowNew version created2026-07-30 Ridgeline NDA (executed).pdfnowNew version created2026-07-30 Harlow Group SOW (executed).pdfnowNew version created2026-07-30 Ashcroft Supply Agreement (executed).pdfnow
Caddi
Inbox Triage CaptureRecording. Work through your script.
1Open your inbox and read down it. Say what tells you which kind each message is.Microsoft Outlook2Open a Docusign notice. Show how you get to the executed copy, and check both signatures.Docusign3File one to the matter. Show the naming, and what happens when a version is already there.NetDocuments
Microsoft Outlook2Open a Docusign notice. Show how you get to the executed copy, and check both signatures.Docusign3File one to the matter. Show the naming, and what happens when a version is already there.NetDocumentsLoopyWhat if only one party has signed?LoopyA version is already filed. Overwrite it?
12 rules captured so farStop Recording
One platform
Where AI workforce sits in Caddi
Caddi is an end-to-end AI operations platform: it discovers the work, automates it, and governs every run.
Staffing plan
Start with the work, not the job description.
Discover reads the tools your team already uses and ranks the repeated work by the hours it takes, with the evidence behind each finding. That list is your AI workforce's first assignments.
Onboarding
Onboarding is a video call.
The person who does the work shows it once while Caddi records. The agent writes the process down, asks what it did not see, and comes back with a plan to approve. Unlike a new hire, it already knows back-office work, so it catches the edge cases.
- No documentation project first
- Questions come back before the first live run
- Your team stays the expert and the approver
InboxAutomate
CompletedWhitmore HoldingsMattersEmail triageSharing screen02:14
Tools in this job
1OutlookTriages every email
OutlookTriages every email2DocusignDownloads signed contracts
DocusignDownloads signed contracts3NetDocumentsRenames and files
NetDocumentsRenames and files4SalesforceLogs the matter
SalesforceLogs the matterWhat Caddi asked
What if only one party has signed?
There is already a version filed. Overwrite it?
Stop Recording
Management
Manage a thousand agents like a team of ten.
Every run is logged with its inputs, its steps and its result, and leadership sees every agent across the firm in one view.
Process discovery
34 processes discovered
62% automated across 4 teams.
53%(18)Running
18%(6)In build
21%(7)Available
Live, not yet run39%
TeamCoverageRunningIn buildAvailable
Client Intake10 processes · 12 people70% automated612
Billing9 processes · 8 people67% automated521
Document Mgmt8 processes · 9 people50% automated422
Compliance7 processes · 5 people57% automated312
Compare
An AI workforce vs the usual ways to add capacity
Hiring, outsourcing and RPA each add capacity. Each has a cost that shows up later.
| Question | Hiring or outsourcing | Caddi |
|---|---|---|
| Time to productive | Weeks of ramp | A video call and an approval |
| Coverage | Working hours, holidays, turnover | Runs whenever the work arrives |
| Consistency | Varies by person and by day | The approved process, every run |
| Visibility | Status meetings | Every run logged, firm-wide view |
FAQ
Questions we get asked
What is an AI workforce?
An AI workforce is a set of AI agents that take over defined, repeatable work from a team, such as intake, filing or reconciliation, while people keep the judgment calls and the approvals.
Does it replace my team?
It takes the repetitive work off them. Your people stay the experts who teach the agents, answer their questions and approve their plans.
How do I know what each agent is doing?
Every run is logged with its inputs, steps and result, and the firm-wide view shows every agent, what it ran and the hours it returned.
Which firms use it?
Caddi is built for professional services back offices: law firms, RIAs and wealth managers, accounting firms and insurance.