Caddi

Caddi is an AI agent platform for law firms and wealth advisories that finds repetitive back-office work, builds agents from a screenshare walkthrough, and logs every run for leadership review. It lists 150+ integrations and SOC 2 Type II.

Caddi is an AI agent platform aimed at wealth advisories, law firms and other professional services businesses that lose billable margin to repetitive back-office tasks. It is organized around a three-stage loop: Discover, Automate and Govern. The pitch is that the platform does not stop after a single automation but keeps surfacing new work to hand off, so the return grows over time rather than fading after an initial rollout. Discover uses process mining to read activity in the systems a firm already runs, such as email, e-signature, document management, accounting and CRM tools. It ranks the repetitive work it finds by the hours it could return and shows the evidence behind each finding. Access during this stage is described as read only, and the scan runs in the background for roughly 15 to 30 minutes. Automate is where an agent gets built: a staff member shares their screen on a video call and talks through the job, the way they would train a new hire, and the agent records rules and edge cases from that walkthrough. The homepage cites about 45 minutes on average to build a first agent. Govern is the oversight layer. Agents run on deterministic code rather than reasoning from scratch on every run, which Caddi says keeps the path consistent for identical inputs and cuts token use by 80 percent. Leadership gets a run history and audit log, and any run can be replayed to see what was decided, why, and which permission was used. Caddi calls this combination of judgment where needed and exact code elsewhere a hybrid agent approach. The product claims more than 150 integrations, including Microsoft 365, Clio, NetDocuments, iManage, Salesforce, QuickBooks, Docusign and Xero, plus SOC 2 Type II compliance. Compared with general automation builders or horizontal agent platforms, Caddi is narrower and vertical: it targets firms where compliance, auditability and professional-services systems matter more than a broad template library. Free signup and a demo booking are both offered.