Client intake automation

Automate client intake.
From first form to open matter.

Caddi turns the manual onboarding scramble into one governed workflow. It reads the intake form, the ID, and the signed engagement letter, runs your conflicts and KYC checks, and creates the client or matter in your system of record, so a new client is set up in minutes instead of days.

Trusted by leading firms
The case for automating intake

Intake sets the tone.
Make the first 24 hours flawless.

Every new client touches intake before they touch anyone else. When that step is manual, it is slow, inconsistent, and the place errors get baked into the record for the life of the relationship. Automating it protects both speed and accuracy at the front door.

  • 01

    Onboard in minutes, not days

    New clients judge you on day one. Caddi opens the file the moment paperwork lands, so intake stops being the bottleneck between a signed engagement and real work starting.

  • 02

    Conflicts and KYC, every time

    Caddi runs the same checks on every new client, logs the result, and routes exceptions to a human. Compliance stops depending on whether someone remembered to run the search.

  • 03

    Clean records from the start

    Data captured once, validated against your rules, and written into every system that needs it. No retyping the same client details into a CRM, a DMS, and a billing tool.

How it works

Caddi turns your screenshares into AI automations.

Use Cases

Every step of onboarding, on autopilot.

Caddi learns the intake workflow your team runs for every new client and turns it into a reliable, auditable automation across your stack.
  • 01/ 06Use case

    Intake form to system of record

    Caddi reads submitted intake forms and questionnaires, validates the fields, and creates the client or matter record automatically, so nobody rekeys what the client already typed.

    Typical stack
    • Typeform
    • Salesforce
    • Clio
    • Wealthbox
Workflow library

Real client-intake workflows teams automate with Caddi.

These are live onboarding workflows from the Caddi library. Open one to see the tools it touches and the steps it runs.
View all client intake workflows
Integrations & Apps

Runs across the intake stack you already own.

  • Clio
  • Wealthbox
  • Salesforce
  • DocuSign
  • Box
  • Microsoft 365
See all integrations
Benefits

Faster onboarding, built to your bar.

  • 01

    Built by your intake team

    Your team records the onboarding workflow once. No engineers, no IT ticket, no waiting on a roadmap.

  • 02

    No hallucination risk on client data

    Verified code creates the records via API. No AI improvising over a new client's details.

  • 03

    Compliance on the record

    Every conflicts and KYC check is logged with its result, ready for an audit or a regulator.

  • 04

    Inherits your team's permissions

    Caddi runs with the access your staff already have. No new privileged service accounts to govern.

Security & Controls

Built to pass your risk and IT review.

SOC 2

Attested controls. An audit trail you can defend.

Every workflow, every input, every output is logged and reviewable. Your compliance and IT team can walk through any run end-to-end: who built it, what it touched, and what it produced, all on the record.

AI at design time, code at runtime

No autonomous AI acting on your data.

AI helps build the automation once. What ships and runs every day is deterministic code calling your systems via API, with no model improvising over your records at runtime. LLM calls used during a run execute under enterprise zero-data-retention agreements and are never used for training.

Make onboarding your fastest step.

See how firms use Caddi to open new clients in minutes, in a 30-minute walkthrough on your own intake workflow.