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SolutionsDocument automation

Document automation, end to end. Drafted, signed, and filed.

Caddi fills the templates you already use from your CRM and matter system, sends each document for signature, and files the signed copy to the right client or matter.

  • 99%of agent runs complete successfully
  • ~45 minon average to build your first agent
  • 1M+back-office tasks completed
Caddi drafted it and readied the envelopeRecord to engagement letter, no copying
Engagement letter · Whitmore.docxYour template
Pulling fromAccount · Whitmore HoldingsMatter 0418

October 14, 2026

Dear {{Contact}}Ana Ruiz,

This letter confirms that we will represent {{Client}}Whitmore Holdings LLC in {{Matter}}Calder Freight v. Whitmore. {{Partner}}J. Patel will be responsible for the matter, billed at {{Rate}}$475 per hour.

The engagement covers {{Scope}}the litigation and any appeal.

Sign hereClientSign herePartner
Envelope readyTabs placed · 2 signers
  • 1 Ana Ruiz, Whitmore GC
  • 2 J. Patel
Signed copy files to Whitmore / 0418 in Box
5 of 6 fields filledScope changed since the last letter, confirm

Firms running Caddi

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Portner & Shure
  • Knight Law Group

01Copying

The letter is a template. The work is copying fields into it.

Name, address, rate, scope: every field already lives in the CRM or matter system, and someone retypes it into the document anyway.

Where it lives today

  • Client name and address
  • Matter and rate
  • Engagement letter template
  • Last year's letter, for reference
Letter out for signatureDocuSign

02The run

Drafted, signed, and filed.

Caddi runs from the trigger to the filed copy: pull the data, fill the template, route for signature, file the result, update the record.

Caddi run

  1. New engagement openedSalesforce
  2. Your template filledMicrosoft 365
  3. Sent for signatureDocuSign
  4. Signed copy filedBox

Record updated with the signed date

03Trace

Every field traceable to its source.

Each run logs where every value came from, so a wrong date or name traces back to its source in seconds.

Engagement letter · Whitmore Holdings
Client
Whitmore Holdings LLC · Salesforce
Matter
0418 · Elite 3E
Rate
$475/hr · Elite 3E
Signed
Oct 14 · DocuSign
Scope
For reviewChanged since last letter, confirm

From firms running Caddi

“I'm so excited. This is like the highlight of my day.”

Planning team member, RIA

“That wasn't just a diagram. It actually went and did all that because it already had all the connections necessary.”

Salesforce consultant to an RIA

Document automation workflows teams run on Caddi

See all

Caddi

Stop rebuilding the same documents

See how firms use Caddi to draft, sign, and file their recurring documents, in a 30-minute walkthrough on one of your own.