SolutionsPDF forms
PDF forms, both directions. Read them and write them.
Caddi reads completed PDFs into your systems of record and fills blank forms from data you already hold, then routes them for signature and files the signed copy.
- 99%of agent runs complete successfully
- ~45 minon average to build your first agent
- 1M+back-office tasks completed
Caddi read every formA pile of custodian forms, read and routed
- Scan_1014_0912.pdffrom Okafor TrustBeneficiary changeIRA ••33022 beneficiariesOkafor / Beneficiaries
- address_update.pdffrom Chen HouseholdAddress changeFidelity ••229012 Elm St, BendChen Household
- IRA_request_signed.pdffrom Patel FamilyIRA distribution$12,000Fed. withholding 10%Distribution request
- transfer_form.pdffrom Larkspur Family TrustACAT transferFidelity ••2290Full, in kindJoint owner signature missing, held
3 of 4 forms read and routed1 for a person
Firms running Caddi
01Both ways
Forms come in to be read and go out to be filled.
Completed forms arrive as scans and flattened PDFs in a different layout per vendor. Blank ones go out filled from data you already have. Both are typed by hand.
Where it lives today
- Completed form, scanned
- Flattened PDF by email
- Blank custodian form
- The client data it needs
02The run
Read it, fill it, sign it, file it.
One workflow covers the round trip, so the data pulled out of one form is the data written into the next.
Caddi run
- Fields pulled from the recordSalesforce
- Blank form filledBox
- Sent with signature blocks placedDocuSign
- Signed copy filedSharePoint
Values checked against your rules
03Checks
A wrong number surfaces instead of landing.
Extracted values are checked against your validation rules before they are written, and the unreadable ones go to a person.
- Account owner
- Larkspur Family Trust
- TIN
- ••-•••4471
- Account type
- Trust
- Signature
- Present, dated Oct 14
- Date of birth
- For reviewUnreadable on scan, sent for review
From firms running Caddi
“She didn't even realize she made a mistake. It came back saying the person was 126 years old, and so that was a red flag. So it caught that. And it caught something else on the annuity.”
“He's doing these all on his own. It's crazy. Couldn't do it without Caddi.”
PDF form work workflows teams run on Caddi
See all- LegalAccounting File Archiving
- LegalAccounting File Uploads
- FinanceAddepar Client Review Packet
- LegalAderant Prebill Prep and Partner Routing
- FinanceAdobe Sign Envelope Prep From CRM
- LegalAuthorization Document Renaming
The forms these workflows run on:All formsNew account form (NAF)Custodian account openingACAT transfersAccount maintenanceForm ADV
Caddi
Stop retyping what the PDF already says
See Caddi read and fill your own forms in a 30-minute walkthrough on your actual paperwork.
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