Most AI tools give you one piece. Caddi finds the work worth taking off your team’s plate, lets the people who do it build the agent, and shows leadership everything it did. One platform, so your first win becomes the firm’s standard.
Operations is where wealth and law firms quietly lose margin.
Every RIA, private bank and law firm runs on dozens of disconnected tools, and the work between them (client and matter intake, conflict checks, account paperwork, custodian forms, e-billing, CRM updates, compliance reviews) still falls on ops teams moving data by hand. As firms consolidate through mergers, breakaways and lateral hires, that load grows faster than headcount can.
Caddi gives operations leaders AI agents that take this work off their teams. Discover finds the work worth automating: about 19,000 hours per customer, a conservative figure from small first rollouts. Automate lets an ops person, not IT, build their first agent in about 45 minutes by showing Caddi the work. Govern gives leadership a firm-wide view of all work done by AI and by people.
Unlike chat assistants that start from scratch each time, Caddi agents are built once and run the same way every time: deterministic, logged and traceable to source, which is what regulated firms need. Across the platform, 99% of agent runs complete successfully, customers automate 150 hours for every hour spent teaching Caddi, and agents have completed more than 1 million tasks.
Caddi is used by wealth advisories, law firms and professional services firms, and connects to the tools they already run, including Salesforce, DocuSign and Box. For executives at wealth and law firms, Caddi is how a firm scales client service without scaling its back office.
You’ve seen how this goes
Three ways AI never pays off.
01The black boxAutomated it, couldn't trace it
An AI agent updated client records for months. Then compliance asked about one account, and nobody could say what the agent decided, or even find the row it changed.
ResultNo ROI you can prove.
02The reportFound it, never built it
A discovery project found forty things worth automating. The report went to IT, and a year later none of them had been built.
ResultROI on paper only.
03The consultantBuilt it, but not the right thing
They automated what they were told to, not what was eating the week. Then the engagement ended, and nobody left could change it.
ResultROI that left with them.
Each had only part of the job, so none of them paid off.
Discover, Automate, Govern
Nothing gets lost in the handoff.
AI projects rarely fail inside a tool. They fail between tools, where one vendor’s job ends and nobody owns the next step. Caddi is one platform from the first finding to the firm-wide rollout, and we work it through with you.
Discover → Automate
What you find is what gets built.
No report handed to IT. Each finding goes straight to the person who does the work, and they build the agent themselves, on a call or in chat.
Automate → Govern
What gets built, leadership can see.
Every agent has an owner, every run is on the record, and every change waits for a person to approve it. Nothing runs in a corner.
Govern → Discover
What runs shows you what’s next.
Each process you take off the team’s plate surfaces the next one worth taking. The first win becomes the firm’s standard, not a one-off.
And it holds up
Built for month nine, not the demo.
Reliability
It runs the same way in month nine.
Verified code does the steps that can’t vary. AI steps in only where the work needs judgment, and every one of those steps is logged and reviewable.
Maintenance
Nothing changes without you.
When a run meets something new, Caddi flags it after the run and proposes the fix. You approve it. The process never rewrites itself in the middle of real work.
Cost
The bill never surprises the partners.
One predictable price, with no token meter running behind the work. No awkward budget conversation in Q3.
Your people
Nobody joined the firm to copy data.
That work is why good people leave, and why the ones who stay are too busy to fix anything. This is what it sounds like once it’s gone.
“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
“It's easy to navigate and maneuver and build things. And I appreciate that there's an email that says, hey, this is ready to test. I'm not sitting here watching Caddi all day.”
Client service specialist, RIA
“It ran this morning at 6 a.m. It's working great. It's doing its job, and that's wonderful.”
Client service operations manager, RIA
When it works
Grow the firm, not the back office.
Wealth
Tripled its advisors. Same operations team.
Growing from 1,500 to 5,000 advisors, with broker-dealer transitions automated end to end.
Legal
1,000+ matters a month. No developers on retainer.
Case throughput scaled across four workflows, and the firm stopped hiring APEX developers to keep up.
Legal
Came for intake. Found the work nobody had named.
Implementation surfaced a vendor invoice follow-up draining hours across Outlook, SharePoint and Excel. It became the firm-wide blueprint.
Wealth
Legal
Legal