Operations AI for Professional Services

Clients demand more.
Ops is at capacity.

Caddi automates intake, filing, and billing.
The work of five FTEs for the cost of one.

Client inbox
REC
Hours saved / month0hrs

Caddi turns your screenshares
into AI automations.

Loved by ops teams in law and finance

  • Am Law 100
  • Brighton Jones
  • Barron's Top 10 RIA
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
Our customers →
Why Caddi

Built for operations leaders' priorities.

  • Justify the AI investment with a concrete hours-saved number.

  • Keep your best people by automating the drudgery.

  • Make operations cheaper and predictable, then pass it on cleanly.

Use Cases

Real workflows Caddi automates today

See all 100+ workflows
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.

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.

Caddi automation running across email, Slack, Teams, and other workplace tools.
Integrations & Apps

Every connection you need. In one place.

See all →
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.