Operations AI for Law & Finance
How leading firms
automate their back office
to unblock growth.
Grow without hiring. Caddi automates 90%+ of your back-office workflows with a reliable hybrid of AI, deterministic automation, & human oversight. No workflow builders, no Salesforce developers, just screen-share once with Caddi.
Our customers save 904 hoursCaddi's average 150-employee customer automates 904 hours per month. All this work is completed in minutes through parallel processing. every month.
Adopt AI without betting the firm.
AI where it earns its keep, deterministic code where reliability matters, and human review when the stakes are highest—the strategic mix your AI committee can sign off on.
How it works
Build automations by screensharing. Done.
01
Record your screen
02
Explain as you go
03
Try your automation
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.
3
Runs reliably. Adapts instantly.
Never guesses—flags anything unclear for your call. Update with a quick clip or chat.
Then it keeps improving.
One loop. Then leverage. Then a different operating model.
- 01Immediate impact
Your first loop runs this week.
Screenshare it once. Caddi builds the loop, runs it against a sample, and ships it to production — so the team gets time back the same week the call happens.
- 02Compounding impact
Caddi keeps making your loops better.
As loops run, Caddi watches for new edge cases and quietly proposes improvements. It also flags other repetitive work it sees in your stack and offers to automate that too.
- 03Step change
A few key flows reshape how the firm operates.
After the obvious wins, the leverage shows up. A handful of well-tuned loops change what each team is responsible for — fewer handoffs, fewer queues, more time on the work that matters.
Use Cases
Real workflows Caddi automates today
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.