End-to-end AI operations platform
An AI workforce of back-office experts.
Caddi is an end-to-end AI operations platform that helps you discover repetitive work, automate it intuitively and non-technically, and govern every agent and decision with full peace of mind.
Caddi
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
The product
One continuous loop: discover, teach, govern.
Integrations
See all→
Addepar
AdvicePay
Black Diamond
eMoney
Laserfiche
MoneyGuidePro
Morningstar AdviserLogic
PractifiConnect the tools you already use.
Discover
Learn more→Most time savedMost confident
Run DiscoverHigh confidence
Morning Inbox Triage and Matter Filing
5×/week · ~35 min each
152
hrs / year
Build this
What Caddi saw
1,204messages read in Outlook in the last 30 days
418Docusign envelopes opened from those messages
412matters matched in Clio and filed to NetDocuments
6exceptions raised for review in Teams
Per occurrence
35 min
Per week
2.9 hrs
Observed over
30 days
Medium confidence
New Matter Opening from Intake
9×/week · ~15 min each
117
hrs / year
Build this
High confidence
Trust Payment Reconciliation
5×/week · ~20 min each
87
hrs / year
Build this
Find the work worth automating.
Caddi Automate
Learn more→Our morning inbox is a mess. Where would you even start?
Walk me through a typical morning. What lands in there?
Contracts, payments, family mail. We sort it all, then log everything again in NetDocuments.
So every item is handled twice. Caddi can sort and file each one in a single pass, so nothing gets logged twice. Want that as a plan?
Describe the work, however it happens today
Brainstorm with a back-office expert.
Screenshare and explain
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
Teach Caddi like a new hire.
Automation Plan
Email Triagev1Batch
Anything out of the ordinary is flagged to you, not guessed at.
8,074Actions run
New email in Inbox
Read and classifyContract · Payment · Family
Which kind?
Open the envelope, download→ Contract4,128
Forward to accounts payable→ Payment3,884
Flag priority, file to Family→ From family62
Check both signedOne signature only → flag it
Log the remittanceAgainst the matter it pays
Get a hybrid agent, built for you.
Open Questions & Edge Cases
Waiting on you
1 left
Where does the executed copy get filed?
The matter folder in NetDocuments, under Executed.Rule added
I never saw this one. What if only one party has signed?Pick one
Answer in your own words
It asks what it couldn't see.
Change it in plain English
Caddi
Active
Message…
Update the process with ease.
Run History
Check Logging Process: SharePoint, Excel and SalesforceActive
Edit Loop▶ Run Loop
AutomationInputsRun HistoryDocumentation
36
Total Runs
11
Successful
6
Failed
19
Needs Review
StatusStartedVersionDurationProgressTrigger
SuccessBatchApr 15, 2026v040s6/6Manual
Needs ReviewBatchApr 7, 2026v033s5/6Manual
SuccessBatchApr 2, 2026v031s6/6Manual
Needs ReviewBatchApr 2, 2026v06s0/6Manual
FailedBatchMar 30, 2026v01m 13s5/7Batch
Needs ReviewBatchMar 30, 2026v053s4/6Batch
SuccessBatchMar 20, 2026v038s6/6Manual
Audit every decision.
Firm-wide view
Learn more→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
See the work across every team.
Discover
Automate
Govern
“Caddi is a teachable technology. It watches how you operate, understands it, and gives you a repeatable process.”
Matt MercerCOO, The Planning Center