Caddi is an AI-driven workflow automation platform built for professional services firms operating in regulated industries. The platform automates manual, repetitive operational tasks by observing how a task is performed, rather than requiring firms to build automations from scratch.
Key features and functions include:
Automation by Demonstration
Operations staff record a single screen-share of a manual task; Caddi converts the recording into a deterministic, API-driven automation rather than a script that must be manually coded or configured.
Back-Office Workflow Automation
The platform is used to automate tasks including client intake, conflict checks, email triage, document filing, time entry, billing preparation, CRM updates, scheduling and follow-ups, and report generation.
Deterministic Execution
According to the vendor, once an automation is built it runs as fixed, rule-based code rather than through ongoing generative AI decision-making, with each run logged.
Integrations
Caddi connects with practice management, CRM, document management, and e-signature systems used by law firms and financial services firms, including Clio, Salesforce, Wealthbox, Redtail, Addepar, Tamarac, Orion, Practifi, iManage, NetDocuments, Aderant, Elite 3E, Intapp, Litify, Filevine, DocuSign, Box, Microsoft 365, and QuickBooks, among others.
AI Agent Roles
The platform includes a set of named AI agent roles (e.g., billing specialist, intake specialist, document processor, compliance specialist) representing common back-office functions.
Security Architecture
Per the vendor, generative AI is used only during the setup phase to interpret and replicate a demonstrated process; production automations do not rely on AI-based decision-making during execution.
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