Meet Caddi in person
ILTACON
Aug 23–27
Future Proof
Sep 14–17
We raised our $5m Seed Round! Read more →
Why Caddi?
Product
Overview
The full product, start to finish
→
01
Automate 80+ tools
Caddi uses the tools you already have
02
Screen Recorder
Teach Caddi by screensharing the work
03
Automation Generator
Recording in, running automation out
04
Operations Intelligence
Caddi finds the next process to automate
Technology
How Caddi connects to and runs inside your tools
→
Solutions
Industries
Law firms
Wealth & finance
Accounting firms
Private equity
Banks
Mortgage companies
Insurance
Departments
Operations / COO
IT & CIO
Legal operations
Billing & finance
Intake & new business
Advisors & client-facing
Business development
AI agents
→
Use cases
Client intake
Document management
Data entry
Cross-system sync
Email management
Time & billing
Report generation
Scheduling & follow-ups
Learn More
→
Integrations
Clio
Wealthbox
Salesforce
Microsoft 365
NetDocuments
Docusign
iManage
Tamarac
All integrations
→
Automations
DocuSign + Salesforce
Clio + Gmail
DocuSign + HubSpot
DocuSign + NetDocuments
Email + Salesforce
Gmail + Salesforce
PDF + Salesforce
Browse every pair
→
Customers
Resources
The New Operating Model
Blog
Playbooks, benchmarks & field notes for the AI-run back office.
Data Hub
Compare
Legal AI Adoption Framework
Legal AI Landscape
RIA Digital Workforce
Caddi & Claude
Pricing
Support
Trust Center
Login
Get Demo
Login
Get Demo
See Caddi run your busywork.
Book a live walkthrough with our team.
