Document automation, end to end.
Drafted, signed, and filed.
Caddi AI Agents fill the templates you already use from the data already sitting in your CRM and matter system, send each document for signature, and file the signed copy to the right client or matter. Engagement letters, client agreements, and document packets go out the same way every time, without anyone copying fields between tabs.
SOC 2 Type II·150+ integrations·Every run loggedHelp me automate engagement letter in Salesforce and Docusign. Caddi builds the loop and runs it.
Drafting is one step.
The work is the rest.
Most document tools stop at the draft. The time goes into everything around it: finding the right data, filling the template, chasing the signature, and filing the result where the next person will look. Automating only the draft leaves most of that work in place.
- 01
The whole workflow, not just the draft
Caddi runs from the trigger to the filed copy: pull the data, fill the template, route for signature, file the result, and update the record that started it.
- 02
Your templates, your data
No new template library to build. Caddi fills the documents you already use from the systems you already keep current, so the letter matches the record.
- 03
Every document traceable
Each run logs where every field came from and where the finished document went, so a wrong date or name can be traced back to its source in seconds.
Caddi AI Agents discover, automate, and govern back-office work.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
The documents your team rebuilds every week.
Engagement and retainer letters
Real document workflows firms automate with Caddi.
- Legal
Retainer Agreement Drafting
Pull client and offer details to populate a retainer agreement and send it for signature, reducing manual contract prep for intake teams.
- Finance
Google Docs Doc Generation From CRM
Populate a Google Docs template with current CRM data and route the draft to the right reviewer, reducing manual letter and proposal prep for advisors and ops 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.
- Finance
Adobe Sign Envelope Prep From CRM
Pull signer details from the CRM, populate the right Adobe Sign template, and send the envelope to the correct contacts, reducing manual envelope prep for RIA operations 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.
- Legal
Termination Letter Delivery
Verify required termination documentation, send the correct termination letter, and mark the task complete, reducing manual compliance steps for compliance teams.
- Legal
HIPAA Authorization Packets
Pull case details to complete and review HIPAA authorization PDFs and upload the finalized file to the case record, reducing manual form completion for compliance teams.
- Legal
Provider Bill Request Packets
Generate provider bill request letters, assemble the required PDF packet, send it to providers, and log the activity to the case, reducing manual request assembly for legal operations teams.
- Finance
Addepar Client Review Packet
Pull each household's positions and performance from Addepar, generate the quarterly review packet, file it in the document system with the right metadata, and notify the advisor, reducing manual packet assembly for finance operations teams.
Works with the templates and systems you already use.
Salesforce- Clio
Microsoft 365
Google Workspace
DocuSign- NetDocuments
Documents out the door, built to your bar.
- 01
Built by the people who send them
Your team records how a document gets made today. No template developer, no IT ticket, no waiting on a roadmap.
- 02
Deterministic runs on your templates
Verified code fills and routes each document via API, the same way on every run, with any model step scoped and reviewable.
- 03
Turnaround you can measure
Documents sent, days to signature, and hours saved, all reportable to leadership in one dashboard.
- 04
Inherits your team's permissions
Caddi works 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 operations 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.
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.