Caddi is an AI-driven platform that automates repetitive administrative tasks for legal professionals, enabling them to focus on high-value client work. By recording workflows once, Caddi’s “Automation by Demonstration” approach creates reliable, API-driven automations without requiring coding expertise. This solution streamlines processes such as client intake, document management, and billing, enhancing productivity and reducing errors.
Company Info
- Founded: 2022
- Team size: 1-10 employees
- Funding: $5.5M
- HQ: United States
- Sector: Marketing & Intake
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Workflows
Based on practitioner evidence, Caddi is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems Caddi addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
Small firm's office manager copies new client data from the intake form into the PM system, creates a matter, sets up billing codes, generates an engagement letter, and sends a welcome email — the same 15-step workflow 30 times a month, but every 'automation' tool requires a developer or Zapier expertise the firm doesn't have, so it stays manual
Associate or paralegal spends 2-3 hours daily on repetitive administrative tasks — entering time, filing documents to the right matter folder, updating case status fields, sending routine client update emails — and the firm can't hire more support staff at current margins, but the billable-hour leakage from this admin work costs more than the hire would
Community Data
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