Caddi

Firm uses separate tools for intake, documents, billing, and e-signatures that don't talk to each other — opening a new matter means entering the same client info 4 times across systems that should but don't share data

Legal ops team wants to automate intake, NDA generation, and approval routing but the firm's IT won't give them developer resources — they need a no-code platform that legal can own without writing a single line of code, but generic tools like Zapier don't understand legal workflows

MDL or mass tort coordinating counsel needs to manage document exchange among 40+ plaintiff firms, defense counsel, and the transferee court — filings need to reach all parties simultaneously, the court wants a single organized case file, and the Special Master is demanding a reliable system for tracking what was served to whom and when, but email chains with 200 attorneys are unmanageable and PACER alone does not handle the volume of inter-party communications

Every new legal tech tool means another vendor login, another security review, another budget line — the in-house team just wants something that works within the Microsoft stack they already have without adding procurement complexity

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