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SolutionsDocument management

Automate document management. Filed right, every single time.

Caddi reads each incoming document, names it to your convention, profiles it, and files it to the right client and matter in your DMS, with every action logged.

  • 99%of agent runs complete successfully
  • ~45 minon average to build your first agent
  • 1M+back-office tasks completed
Caddi named, profiled, and filed itUnnamed scan to a profiled, filed document
Scans from copier 3F2 new
Scan_0091.pdfScan_0092.pdfNo matter reference, held for records
Scan_0091.pdf2026-10-14 Def Resp to RFP Set 2.pdf
ProfileNew document
Client / matter
Whitmore / 0418
Document type
Discovery response
Author
M. Hale, opposing counsel
Document date
Oct 14, 2026
Whitmore Holdings0418DiscoveryResponses2026-10-14 Def Resp to RFP Set 2.pdf

Firms running Caddi

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

01Drift

Filing depends on who opened the email.

On a calm Tuesday the document lands in the right folder. At month-end it stays in someone's inbox, named however it arrived.

Where it lives today

  • Attachment in a partner's inbox
  • Scan_0047.pdf
  • Client upload
  • Draft v3 FINAL (2).docx
Matter workspaceiManage

02The run

Named, profiled, and filed the same way every time.

Caddi applies your naming convention and metadata rules to every document, whatever the volume and whoever is out that week.

Caddi run

  1. Attachment arrivesOutlook
  2. Document read and classifiedMicrosoft 365
  3. Named and profiled to conventioniManage
  4. Logged on the client recordSalesforce

Unclear matches routed to records staff

03Governance

An audit trail for every file.

What came in, how it was classified, and where it went, on the record. Records governance moves from hope to evidence.

Profile · Engagement letter
Name
WHIT Engagement Letter 2026-10-14
Client
Whitmore Holdings
Document type
Engagement letter
Author
J. Patel
Filed from
Outlook, j.patel
Matter
For reviewTwo open matters match, sent to records

From firms running Caddi

“For us it was perfect. It didn't miss anything.”

Operations consultant to a law firm

“It is nice that it doesn't automatically close out the task yet, just so I can make sure everything's gone right. It's easier if it's still open to make sure that it saved correctly.”

Associate financial planner, RIA

Document filing workflows teams run on Caddi

See all

Caddi

Make every document findable

See how teams use Caddi to file documents perfectly at any volume, in a 30-minute walkthrough on your own DMS.