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.
SOC 2 Type II·150+ integrations·Every run loggedHelp me automate new client onboarding in Docusign and Clio. Caddi builds the loop and runs it.
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, 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.
Teach Caddi like a new hire.
Help me automate new client onboarding in Docusign and Clio. Caddi builds the loop and runs it.
Every step of onboarding, on autopilot.
Intake form to system of record
Real client-intake workflows teams automate with Caddi.
- Finance
Account Record Creation
Extract required details from account-opening PDFs and create the linked household, person, and new account form records, reducing manual data entry for client services teams.
- Legal
Case Document Data Extraction
Locate the right case documents, extract key details, and write structured data back into opportunity records, reducing manual document review and data entry for intake teams.
- Legal
CASEpeer Inbound Intake to Open Case
Parse signed retainers and intake forms, open the case in CASEpeer, file documents, and schedule the first follow-up, reducing manual intake for personal injury firms.
- Legal
Conflicts Check Workflow
Run new-client conflicts checks across matter records, contact lists, and historical engagements, draft a conflicts memo, and route it for partner review, reducing manual checks for intake and compliance teams.
- Legal
Dropbox Sign Envelope Generation From CRM
Pull signer details from the CRM, populate the right template, and send the Dropbox Sign envelope to the correct contacts, reducing manual envelope prep for BD and intake teams.
- Legal
Filevine Inbound Packet to Project
Read inbound intake packets, open the Filevine project, file the docs, and create the standard set of activities and deadlines, reducing manual case opening for legal operations teams.
- Finance
Financial Report Archiving
Generate client financial report PDFs and archive them with the correct template and metadata, reducing manual report handling for financial planning teams.
- Legal
Intake Document Packets
Classify and name intake document images, merge related PDFs, file the packet to the correct case workspace, and update processing status, reducing manual intake document handling for intake teams.
- Finance
Intake PDF Filing
Extract client and contract details from intake PDFs, rename and file them to the right submissions folder, and update the submission tracker, reducing manual document handling for client services teams.
Runs across the intake stack you already own.
Clio
Wealthbox
Salesforce
DocuSign
Box
Microsoft 365
Faster onboarding, built to your bar.
- 01
Built by your intake team
Your team records the onboarding workflow. No engineers, no IT ticket, no waiting on a roadmap.
- 02
Deterministic runs on client data
Verified code creates the records via API, the same way for every new client.
- 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.
Built to pass your risk and IT review.
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.
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, repeatable and logged, with any model step scoped and reviewable. OpenAI and Anthropic calls use zero-data-retention terms.
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.