Waitlist2026 State of AI at Enterprise RIAs2026 State of AI at RIAsOut Nov 6On demandOther eventsNext: ADVISE AI, Oct 20–22Booth 204
For law firms and RIAs

See Caddi run your busywork.

One platform to discover, automate and govern your operations work. See it on your own workflows.

How it works

AI Agent WorkforceDiscoverFind repetitive workAutomateDelegate to an AI agentGovernStay in control

The results

  • Am Law 100Automated 150 conflict checks a day.
  • Barron's Top 10 RIATripled its advisor count without expanding operations.
  • 98%+Extraction accuracy across 1M+ automation runs
  • 53,000+Documents filed or processed
  • 27,000+Client emails handled