Meet Caddi in personILTACONAug 23–27Future ProofSep 14–17
PDF form automation

PDF forms, both directions.
Read them and write them.

Most form tools only read. Caddi does both: it extracts fields from completed PDFs into your systems of record, and it fills blank forms from data you already hold, places signature blocks, routes for e-signature, and files the signed result where it belongs. Same automation, both directions, on the forms your firm actually uses.

Trusted by leading firms
The case for automating PDF forms

The PDF is where your data goes to stop being data.

Every firm runs on forms that arrive as PDFs and leave as PDFs. In between, a person reads a field off one screen and types it into another. That is the most common piece of manual work in professional services, and the easiest to get wrong at volume.

  • 01

    Extraction that survives the messy ones

    Fillable AcroForms are the easy case. Caddi also handles flattened PDFs, scans, and the same form in six different vendor layouts, because it learns the form from how your team reads it rather than from a rigid template.

  • 02

    Filling is the half nobody automates

    Pulling data out is only useful if something writes it back. Caddi populates blank forms from your CRM, portfolio, or practice-management system, adds signature and date blocks, and sends the packet, so the round trip is one workflow instead of two manual steps.

  • 03

    Deterministic, not a model guessing

    Once the workflow is built it runs as verified code against the real files. Extracted values are checked against your validation rules and exceptions route to a human, so a wrong number surfaces rather than silently landing in a client record.

How it works

Caddi turns your screenshares into AI automations.

Use Cases

Every direction a form travels.

Caddi learns the form workflow your team already runs, then executes it at volume across the tools the form has to touch.
  • 01/ 06Use case

    Completed form to system of record

    Caddi reads submitted account applications, intake questionnaires, and transfer paperwork, validates each field against your rules, and writes the values into the CRM or practice-management system. The 20 to 30 minute rekeying job runs unattended.

    Typical stack
    • Box
    • SharePoint
    • Salesforce
    • Wealthbox
Workflow library

Real document and form workflows teams automate with Caddi.

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

Runs on the document and record stack you already own.

  • DocuSign
  • Box
  • SharePoint
  • Salesforce
  • iManage
  • Microsoft 365
See all integrations
Benefits

Form work that holds up at volume.

  • 01

    Built by the team that runs the form

    Your operations staff demonstrate the form once, the way they already process it. No template mapping project, no engineers, no IT ticket.

  • 02

    Validation before the write

    Extracted values are checked against your rules before anything lands in a system of record. Exceptions route to a human instead of quietly becoming bad data.

  • 03

    Every field traceable

    Each run logs what was read, what was written, and where it came from, so a questioned value can be traced back to the page it was taken from.

  • 04

    Inherits your team's permissions

    Caddi reads and writes with the access your staff already have in your document and record systems. No new privileged service accounts.

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 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.

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, with no model improvising over your records at runtime. LLM calls used during a run execute under enterprise zero-data-retention agreements and are never used for training.

Stop retyping what the PDF already says.

See Caddi read and fill your own forms in a 30-minute walkthrough on your actual paperwork.