Caddi

What is Caddi?

Caddi is an AI agents platform for back-office teams at law firms, wealth advisors, and other professional services firms. It scans your existing tools for repetitive work, lets staff train agents by sharing their screen, and runs each automation as deterministic code with a full audit trail and replayable runs.

Top Features:

• Process discovery: reads your connected tools and ranks repetitive work by hours saved.
• Screenshare training: show a task over a video call and the agent learns it.
• Governed runs: every run follows the same path and can be replayed later.

Use Cases:

• Matter intake: open Clio matters from Salesforce intake records after conflict checks.
• Email filing: sort inbox messages and file signed DocuSign agreements to matters.
• Client onboarding: move new advisory clients through paperwork, custodian accounts, and CRM updates.

Who Can Use Caddi?

• Law firms: automate intake, conflict checks, prebill review, and document filing work.
• Wealth advisors: cut manual data entry across custodians, CRMs, and quarterly reports.
• Operations leaders: see where staff hours go and track every automated run firm-wide.

Pricing

• Individual ($0): 200 monthly credits, 10 active loops, one user, and no time limit.
• Startup ($250 per user monthly): 1,000 credits per user, 20 loops, governance, and Clio integration.
• Business ($6,500 per month): 20,000 credits, unlimited users and loops, plus Salesforce and iManage.

Pros and Cons

Pros:

• Evidence first: discovery shows which tasks repeat most before you automate anything.
• Non-technical setup: staff build agents by walking through tasks on a screenshare.
• Predictable costs: fixed steps run as code, so runs do not burn model tokens.

Cons:

• Price jump: going from free to $250 per user is hard for small teams.
• Niche focus: templates and roles lean heavily toward law and wealth management firms.
• Setup fees: the Business plan adds a $5k to $15k implementation fee.

FAQs:

1) What work does it automate?

Tasks like client intake, email triage, document filing, and billing.

2) Do I need to write code?

No, you train agents by sharing your screen or chatting about tasks.

3) Is there a free plan?

Yes, the Individual plan stays free with 200 monthly credits.

4) Is my data used for training?

No, connected data never trains models, and model calls keep zero retention.

5) How is it different from Zapier?

It finds what to automate first, then runs it without flow builders.