AI Automation Platform for Operations
Automate your back office
to delight clients and grow without hiring.
Caddi automates client intake, email triage, doc management, time entry, and all of your most complex back-office workflows with a reliable hybrid of AI, deterministic code, and human oversight.
Use Cases
Real workflows Caddi automates today
Faster intake. Faster response. Higher win rate.
Caddi gets every inquiry answered and every intake packet built within minutes, not days, so prospects choose you before your competitor even calls back.
How it works
Build automations by screensharing. Done.
1
One-call IT setup
Caddi works with 70+ apps—just like giving a new hire access to their tools.
2
Video call with Caddi
Show Caddi once—it learns and runs hundreds of workflows in parallel.
Caddi Recorder
Recording · 02:14
Capturing your screen, voice, and every tool you touch.
Tools captured8 apps · 1 recording
Outlook
SharePoint
Salesforce
DocuSign
Drive
Notion
Excel
Clio
3
Gets smarter every week
New workflows worth automating,
surfaced every week.
Benefits
All the power of AI—without the risks.
If you can show Caddi how a task is done, it can automate it—no learning curve, no waiting for IT.
Security + Privacy
Enterprise-ready security for confidential client data
A privacy-first architecture, SOC 2 controls, and an enterprise security ecosystem—engineered for the most regulated firms.
AI Generates Code, Not Decisions
Caddi uses AI only during setup to understand and replicate your processes as deterministic code. Once deployed, your automations use no AI-based code—just predictable automation.
No Autonomous AI Decisions
AI only performs the discrete steps you've explicitly defined—like ingesting a document or drafting an email—never making decisions or acting autonomously on your client data.
Hallucination-Free Reliability
Eliminate AI errors and unpredictable outputs. Caddi's deterministic automations deliver consistent, accurate results every time—critical for compliance and client trust.