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Why Caddi?
Product
01
Measure
Dashboard
Every loop at a glance
Run History
Audit-grade visibility
02
Create
Chrome Extension
Record the work, all the tabs
Documentation Builder
The perfect runbook, automatically
AI Workflow Builder
Recording in. Loop out.
Automation Diagram
Readable, editable flows
03
Improve
Caddi Chatbot
Ask the loop how it works
Suggested Improvements
Each run nominates the next fix
AI Apply
One-click ship a new version
Operations Intelligence
Caddi nominates the next loop
Solutions
Industries
Law firms
Wealth & finance
Banks
Credit unions
Mortgage companies
Insurance
Departments
Operations / COO
IT & CIO
Legal operations
Billing & finance
Intake & new business
Advisors & client-facing
Business development
Use cases
Client intake
Document management
Data entry
Cross-system sync
Email management
Time & billing
Report generation
Scheduling & follow-ups
See more use-cases
→
Integrations
Clio
Wealthbox
Salesforce
Microsoft 365
NetDocuments
Docusign
iManage
Tamarac
All integrations
→
Automations
DocuSign + Salesforce
Clio + Gmail
DocuSign + HubSpot
DocuSign + NetDocuments
Email + Salesforce
Gmail + Salesforce
PDF + Salesforce
Browse every pair
→
Customers
Resources
Pricing
Blog
Support
Trust Center
Free AI Consultation
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