Caddi is an AI workflow automation platform built for the back-office and operations teams at law firms and wealth management firms — the people running intake, billing, document management, client onboarding, and compliance workflows across a tangled stack of tools that were never designed to talk to each other.
Instead of writing requirements documents, configuring RPA bots, or waiting in the Salesforce admin queue, your team simply records the process they already do: open the email, extract the data, rename the PDF, file it in NetDocuments or iManage, update Salesforce, send the DocuSign. Caddi turns that recording into a production-ready AI agent that runs on demand or on a schedule, across every system the human used — no APIs required, no code to maintain, no integrations to wait on.
Caddi is purpose-built for the systems legal and finance teams actually live in: Salesforce, NetDocuments, iManage, Clio, Filevine, SurePoint, Aderant, Intapp, DocuSign, Box, SharePoint, OneDrive, Outlook, Microsoft 365, Quickbooks, Tamarac, Orion, Addepar, LawPay, and dozens of vertical SaaS tools. Because Caddi inherits your team's existing permissions and works across the browser, it deploys in days — not the months an internal RPA, Salesforce Flow, or APEX build would take.
Customers use Caddi for both high volume and high complexity work in the firm:
1) Email and shared-mailbox triage — classifying, routing, profiling, and responding to inbound mail at scale (AP inboxes, billing, intake, compliance, litigation).
2) Document movement across DMS and CRM — renaming, classifying, filing, and routing PDFs between systems of record.
3) PDF-to-structured-data automation — turning forms, letters, invoices, and applications into clean fields in Salesforce, accounting, or case management.
4) New client and new matter intake — KYC, conflict checks, account opening, onboarding emails, and engagement letters.
5) Billing, time entry, and AR follow-ups — capturing time from emails, calls, and calendars; reconciling LawPay; chasing outstanding balances.
6) Migrations and transitions — clearing legacy backlogs (DMS migrations, broker-dealer transitions) without adding headcount.
Law firms like Knight Law, Beveridge & Diamond, Portner & Shure, and Palace Law, and wealth management firms like Top-10 Barrons RIA, Brighton Jones, and The Planning Center use Caddi to scale operations without proportional hiring — turning hours saved into capacity reclaimed, billable mix recovered, and headcount avoided.
Caddi is the AI layer that finally connects the tools your firm already runs on.
Who Is the Company Behind Caddi?
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Seller: Caddi
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Year Founded: 2024
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HQ Location: Seattle, US
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LinkedIn® Page: www.linkedin.com
7 employees on LinkedIn®
