Automate email triage.
Classified, filed, logged, routed.
Caddi works your shared inboxes the way your best coordinator would, and one message rarely stops at one system. It classifies what arrived, files the attachment into your document system, logs the thread against the client record in your CRM, sends the routine reply on your template, and routes whatever needs judgment to a person. The intake@, service@, and ops@ mailboxes stop being a place where things quietly fall through.
SOC 2 Type II·150+ integrations·Every run loggedHelp me automate triage an in Microsoft Outlook and NetDocuments. Caddi builds the loop and runs it.
The shared inbox is where work goes to get lost.
Shared mailboxes hold real client work, but they have no owner, no structure, and no memory. Automating triage gives them all three, so response times stay tight and nothing important sits unread.
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Nothing falls through
Every message gets classified, filed, and routed the moment it arrives. The mailbox stops depending on who happened to be watching it.
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Faster, consistent responses
Routine replies go out immediately and the rest reaches the right person fast. Response time stops swinging with how busy the team is that day.
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Correspondence on the record
One message usually owes something to three systems: the attachment belongs in the DMS, the thread belongs on the CRM record, and the task belongs to a person. Caddi does all three, so the file is complete without anyone dragging emails into folders.
Teach Caddi like a new hire.
Help me automate triage an in Microsoft Outlook and NetDocuments. Caddi builds the loop and runs it.
The shared mailbox, on autopilot.
Classify and route incoming mail
Real email workflows teams automate with Caddi.
- Legal
Aderant Prebill Prep and Partner Routing
Pull the right prebills from Aderant, apply firm-specific narrative rules, and route each to the responsible partner for review, reducing prebill cycle friction for law firm billing teams.
- Legal
Airtable Inbound Request to Base Row
Turn inbound request emails or form submissions into structured Airtable rows with the right linked records and owner, reducing manual triage for legal business development teams.
- Finance
Black Diamond Performance Summary Email
Pull quarterly performance from Black Diamond, draft a personalized summary email per household, and queue it for advisor approval, reducing manual client outreach for advisor teams.
- Legal
Cash Receipt Reconciliation
Extract invoice and payment details from cash receipt emails and write them to the correct tracker row, reducing manual reconciliation work for billing and finance teams.
- Legal
Claim Email Thread Triage
Review the oldest claim email threads, identify what follow-up is needed, and send the next email, reducing manual thread triage for legal operations teams.
- Legal
Collection Payment Receipts
Identify today’s collection payments, resend receipts to the right recipients, and update the corresponding case record and email tagging, reducing cross-system payment tracking for billing and finance teams.
- Legal
Cross-System Review, Redline & File
Find the relevant email, pull the documents, upload and label them in Relativity, run a redline in Harvey, and file the result back to the DMS, reducing manual handoffs for litigation teams.
- Finance
Gmail Inbox Triage to CRM
Read inbound mail, identify the contact and intent, log the conversation in the CRM, and open the right follow-up task, reducing inbox triage for financial advisors and BD teams.
- Legal
Ironclad Email-to-Workflow Intake
Read inbound contract request emails, extract the metadata, and kick off the right Ironclad workflow with the file attached, reducing manual contract intake for legal operations teams.
Runs across the mailboxes and the systems each message has to reach.
Outlook
Gmail
NetDocuments
Salesforce
Clio
Microsoft Teams
An inbox that runs itself, built to your bar.
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Built by your team
Your team records the triage workflow. No engineers, no IT ticket, no waiting on a roadmap.
- 02
Deterministic runs on client mail
Verified code files and routes via API, and routine replies run on your approved templates.
- 03
Responsiveness you can measure
Messages triaged, response times, threads escalated, all reportable to leadership in one dashboard.
- 04
Inherits your team's permissions
Caddi works the mailbox with the access your staff already have. No new privileged 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.
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.