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SolutionsEmail triage

Automate email triage. Classified, filed, logged, routed.

Caddi classifies each message in your shared inboxes, files the attachment to the DMS, logs the thread to the CRM, and routes what needs judgment to a person.

  • 99%of agent runs complete successfully
  • ~45 minon average to build your first agent
  • 1M+back-office tasks completed
Caddi filed it to the matterAn emailed document, filed to its matter
Inbox · J. Patel9:41 AM
Ana RuizGeneral Counsel, Whitmore Holdings

Signed lease amendment attached

Attached is the signed amendment for the Portland lease. Also sending a draft for Dallas when you have a minute.

Lease_Amend_3_signed.pdfDallas_lease_draft.docx
No open Dallas matter, held for you
MattersClient Whitmore Holdings
  • Whitmore Holdings LLC
  • 0412 Calder Freight litigation
  • 0418 Portland leasematched from email
  • Correspondence
  • Documents
  • Lease Amendment 2, executed.pdf
  • Lease Amendment 3, executed.pdfExecuted agreement · Oct 14

Firms running Caddi

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

01The inbox

One message owes something to three systems.

The attachment belongs in the DMS, the thread on the client record, and the task with a person. In a shared inbox it usually gets one of the three.

Where it lives today

  • intake@
  • service@
  • ops@
  • Partner, cc'd on everything
Filed to the matterNetDocuments

02The run

Classified, filed, logged, routed.

Caddi works the mailbox the way your best coordinator would, the moment a message arrives, whether or not anyone is watching it.

Caddi run

  1. Message arrivesOutlook
  2. Classified, request extractedMicrosoft 365
  3. Attachment filed to the matterNetDocuments
  4. Thread logged to the clientSalesforce

Judgment calls routed to a person

03Result

The inbox, sorted before anyone opens it.

Routine messages are handled and on the record. What is left is the short list that actually needs a person.

service@ · this morning
Whitmore, signed NDA
Filed to the matter
Larkspur, address change
CRM updated, reply sent
Northwind, invoice question
Routed to billing
Court notice
Deadline added
Wire request, new sender
For reviewHeld for a person

From firms running Caddi

“It's already at the point where we have it running on a schedule. When they come in in the morning, they go into the work that was processed and just double-check. All of the admin team can take ownership of that.”

Operations manager, law firm

“I like that there's notifications and it just works in the background.”

Client service specialist, RIA

Inbox triage workflows teams run on Caddi

See all

Caddi

Make sure nothing slips through the inbox

See how teams use Caddi to keep shared mailboxes clear, in a 30-minute walkthrough on your own inbox workflow.