Automation solutions,
by use case.
Caddi turns 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. Pick the use case closest to your pain to see how it works.
- Client intake automation
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
- 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
- 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 management automation
Email management
Triage shared inboxes: classify each message, file the attachments, send routine replies, 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
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.