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Discover

Caddi finds the work worth automating. And shows its evidence.

Our AI process mining reads your connected tools, read only, and ranks the repeat work with the evidence behind every finding.

Read onlyFree planIncluded in every pilot

“I can't describe it. It's kind of like describing magic. It's just doing its magic thing. It looks at what you've been doing and can tell you other things that you could be doing.”

Business analyst, RIA
How it works

An operations analyst, not a suggestion chip.

Anyone can generate a list of things you should do. Discover works out what processes are probably running, tests each one against your systems, and only shows the ones the data supports.

  1. 01
    It reads with the access you already have
  2. 02
    It forms hypotheses and checks them against real data
  3. 03
    It shows its work
Hypotheses, tested3 kept 2 dropped
  • Morning Inbox Triage and Matter Filing1,204 messages read · 418 envelopes opened · 412 filed to the matter152 hrs / yr
  • New Matter Opening from IntakeThe same four steps in Salesforce, Clio and iManage every time117 hrs / yr
  • Trust Payment ReconciliationDeposits matched to matters on every day the ledger moved87 hrs / yr
  • Expense receipts sorted into the practice folder4 occurrences in 30 daysToo rare to rank
  • Client emails summarised before a status callNo two occurrences took the same stepsNo repeated shape
The dropped rows never reach your results. This is the whole difference between a finding and a suggestion.

“The agent that caught my eye was doing all the figuring out, all your work for you.”

Controller, asset manager
The evidence card

Signal, or noise? Open one and check.

This is a finding expanded: what Caddi saw, why it thinks the work qualifies, and where the number came from. Sort by most time saved or most confident, and a shaky finding with a big number never outranks a solid one.

High confidence

Morning Inbox Triage and Matter Filing

Read each new message in Outlook, open any Docusign envelope, match it to the matter in Clio and file the executed copy to NetDocuments.

152hrs / yr5×/week · ~35 min each
Microsoft OutlookDocusignClioNetDocuments

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

Why it’s worth automating

Every message already names the client and the matter. The four steps are the same each time, and the tools never talk to each other, so you carry the details between them by hand.

Per occurrence
35 min
Per week
2.9 hrs
Observed over
30 days
Build next

“I just wanna know what am I wasting so much time with.”

Innovation lead, law firm
Where it runs

Send each finding to the best tool for the job.

Your Claude and Copilot seats get better when they know what to work on. Automate a finding in Caddi, or export it to Claude as a skill or Copilot as an agent. Either way, Govern monitors it.

  • Caddi AutomateHigh-volume, high-accuracy work

    The jobs that run hundreds of times a week and have to be right every time. Deterministic code runs them, so the same input takes the same path every run.

  • ClaudeJudgment work, as a Claude skill

    The judgment work in a person's day, handed to Claude with the steps, systems and edge cases Discover found, so nobody starts from an empty chat box.

  • Microsoft CopilotThe same handoff, in Microsoft 365

    Exported to Copilot as an agent, the finding becomes something it can run, instead of a seat waiting for someone to think of a prompt.

FAQ

The questions your colleagues will ask

What does it read, and how heavy is it on our systems?

Activity in the tools you have connected, under the access you already have in each of them. It reads reports, counts and recent activity rather than walking through records one by one, so finding your processes does not turn into a spike in API usage. It does not write anything, and it does not reach a system you have not connected.

A run does not repeat on its own either. Once Caddi has read a set of tools it does not offer to read them again for 30 days unless you connect a new one, because an unchanged environment returns the same findings.

How does it estimate time saved?

From what it measured: how often the work occurred, how long each occurrence took, over the window it observed. Every finding shows those three numbers, so you can redo the arithmetic yourself.

Read it as the cost of the process, not one person’s time. Where a tool is shared, the count includes everyone who touches that work, so the figure for a shared inbox is the team’s figure. It is a way to rank findings and start a conversation, not a forecast.

Will it just tell us things we already know?

Sometimes, and that is useful. If Discover surfaces work you already automate somewhere else, it has found the real work, which is a check on everything else in the list. The findings that matter are the ones nobody had written down.

Why are my results different from my colleague’s?

Because Discover reads with your access, not the firm’s. That is why the pattern is one run per team, by someone who does that team’s work.

Is our data used to train models?

No. The contents of your connected systems are never used to train models. OpenAI and Anthropic calls run under zero-retention terms, and accounts under a Data Processing Addendum exclude their content from model development entirely.

Can we send findings to Claude or Copilot instead of Caddi?

Yes. Each finding can be automated in Caddi, exported to Claude as a skill or exported to Microsoft Copilot as an agent, whichever is the best tool for the job. Caddi is the right pick for high-volume, high-accuracy work; Claude and Copilot for the judgment work in a person's day. The exported skill or agent reports each decision and API call back to Govern, next to every Caddi run, so leadership sees what is automated, where, and what is still done by hand.

Is Discover a process mining tool?

Yes, it is AI process mining, but it does not start from event logs or tickets, which only show the work that is already tracked. It starts from hypotheses grounded in how firms like yours run and checks them against your systems, so it finds the untracked work too, with no event-log extraction or recorder on every desktop. The bigger difference is what comes next: process mining stops at the insight, while Caddi goes on to Automate, where the person who does the work builds the automation, and Govern, where every run and decision is logged. See what process mining is, or compare Caddi to Celonis, Power Automate Process Mining and Skan.ai, or see Caddi for process mining.

Which plan is it on?

Every plan. It is on the free Individual plan for one user with no time limit, and full use of Discover is part of every Business and Enterprise pilot, where we run it across your team's tools with you. See pricing.

Read the Discovery launch announcement →