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Document management automation

Automate document management.
Filed right, every single time.

Caddi reads each incoming document, names it to your convention, tags it with consistent metadata, and files it to the right folder in your DMS. The filing that used to depend on whoever opened the email now happens the same way every time, with an audit trail your governance team can stand behind.

SOC 2 Type II150+ integrationsEvery run logged

Help me automate file an in Microsoft Outlook and iManage. Caddi builds the loop and runs it.

Trusted by leading firms
The case for automating filing

A document you cannot find is a document you do not have.

Misfiled and mislabeled documents are a quiet tax on every team: wasted search time, version confusion, and risk when something cannot be produced. Automating filing makes your DMS trustworthy without adding a records clerk.

  • 01

    Consistency no human sustains

    People file well on a calm Tuesday and badly at month-end. Caddi applies your naming and metadata rules identically on every document, no matter the volume.

  • 02

    Findable, every time

    Right name, right folder, right tags means the document is where the next person expects it. Search time and version mix-ups drop because the structure never drifts.

  • 03

    An audit trail you can defend

    Every file action is logged: what came in, how it was classified, and where it went. Records governance moves from hope to evidence.

How it works

Teach Caddi like a new hire.

Help me automate file an in Microsoft Outlook and iManage. Caddi builds the loop and runs it.

Use Cases

The filing room, on autopilot.

Caddi learns how your team profiles and files documents and turns it into a reliable, auditable automation across your document stack.
  • 01/ 06Use case

    Document renaming and profiling

    Caddi reads each document, applies your naming convention, and tags it with the right client, matter, and document-type metadata before it ever lands in the DMS.

    Typical stack
    • NetDocuments
    • iManage
    • SharePoint
    • Box
Workflow library

Real document workflows teams automate with Caddi.

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

Runs across the document stack you already own.

  • NetDocuments
  • iManage
  • Relativity
  • SharePoint
  • Box
  • Microsoft 365
See all integrations
Benefits

A trustworthy DMS, built to your bar.

  • 01

    Built by your records team

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

  • 02

    Deterministic runs on your files

    Verified code files and tags via API, applying your filing rules the same way on every run.

  • 03

    Consistency you can measure

    Documents filed, exceptions caught, time saved, all reportable to leadership in one dashboard.

  • 04

    Inherits your team's permissions

    Caddi files with the access your staff already have. No new privileged accounts on your DMS.

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 records 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, repeatable and logged, with any model step scoped and reviewable. OpenAI and Anthropic calls use zero-data-retention terms.

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.