Automation solutions,
by use case.
Caddi AI Agents turn the manual, cross-system work your team runs every day into governed, measurable automations. Start with one painful workflow, prove it, and grow into an automation layer across the whole back office.
SOC 2 Type II·150+ integrations·Every run loggedHelp me automate new client onboarding in Docusign and Elite 3E. Caddi builds the loop and runs it.
Docusign
Elite 3E
- Legal intake software
Client intake
Turn intake forms, IDs, and engagement letters into an open client or matter, with conflicts and KYC checks built in.
- Form Capture
- Document Intake
- Compliance
- Account Setup
- Welcome
- Conflict check software
Conflict checks
Read the 50-page complaint, pull every entity named, collapse the aliases, and decide which mentions are real conflicts instead of scenery.
- Extraction
- Aliases
- Materiality
- Firm Search
- Conflicts Memo
- Document management automation
Document management
Rename, tag, and file every incoming document to the right place in your DMS, the same way every time.
- Naming
- Filing
- Email Capture
- Extraction
- Scanned Mail
- Pre-billing review automation
Pre-billing review
Assemble the prebill, check every entry against client billing guidelines, and route it to the reviewing partner before the invoice goes out.
- Packet Assembly
- Guidelines
- Narratives
- Task Codes
- Routing
- Data entry automation
Data entry
Read forms, PDFs, and email and write clean, validated records into every system, so nobody rekeys the same data twice.
- Form to CRM
- Statements
- Account Records
- Updates
- Reconciliation
- Cross-system sync automation
Cross-system sync
Keep your CRM, billing, and document systems in agreement automatically, with no reconciliation spreadsheet.
- CRM Sync
- Billing Sync
- Doc Sync
- Status Updates
- Custodial Data
- Email triage automation
Email triage
Triage shared inboxes: classify each message, file the attachment to the DMS, log the thread to the CRM, and route the rest.
- Triage
- Filing
- Logging
- Replies
- Extraction
- Time and billing automation
Time & billing
Capture billable time, assemble prebills and invoices from your systems, and get them out on schedule.
- Time Capture
- Prebills
- Invoicing
- Expenses
- Reconciliation
- Report generation automation
Report generation
Pull the figures, assemble the deliverable, and distribute it on schedule, the same way every cycle.
- Status Reports
- Client Packets
- Board Packs
- Financials
- Distribution
- Scheduling and follow-up automation
Scheduling & follow-ups
Send the reminders, book the meetings, and fire the next-step nudges, all logged back to the record.
- Reminders
- Booking
- Review Prep
- Nudges
- Status Updates
- PDF form automation
PDF forms
Pull data out of completed PDFs and push data into blank ones: extract fields at volume, then fill, route for signature, and file the result.
- Extraction
- Filling
- Signature
- Filing
- Tax Season
- Document automation software
Document automation
Generate engagement letters, agreements, and packets from your CRM and matter data, then route them for signature and file the signed copy.
- Engagement
- Agreements
- Packets
- Letters
- Review Packets
- Client onboarding for advisory firms
Client onboarding
Take a new household from signed agreement to open accounts: custodian forms prefilled, KYC documents collected, NIGO caught before submission, and the CRM set up.
- Account Forms
- Signatures
- NIGO
- KYC
- Setup
- Client onboarding after an acquisition
Acquired client onboarding
Onboard the clients from a firm you acquired: every account form keyed into Salesforce, filed to the household in Box, and anything unclear held for a person.
- Account Forms
- Filing
- Duplicates
- Tasks
- RIA compliance software
RIA compliance
Run the operational side of RIA compliance: records filed, disclosures delivered, onboarding documents collected, and every step logged for the exam.
- Books & Records
- Disclosures
- Onboarding
- Billing
- Inbox
Not sure where to start?
Screenshare the workflow eating your team's time and we will show you exactly how Caddi automates it, in a 30-minute walkthrough.