Caddi
What it is
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.
Integrations
Platforms Caddi integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.
- Addepar
- Aderant
- Adobe Acrobat
- Adobe Sign
- AdvicePay
- Airtable
- Asana
- Bill4Time
- Box
- Calendly
- CASEpeer
- Clio
- DocuSign
- Dropbox
- Dropbox Sign
- eMoney
- Evernote
- Expensify
- Filevine
- FreshBooks
- Gmail
- Google Calendar
- Google Docs
- Google Drive
- Google Meet
- Google Sheets
- Gusto
- HubSpot
- iManage
- Ironclad
- Jira
- Laserfiche
- LawPay
- Litify
- Mailchimp
- Microsoft 365
- Microsoft OneDrive
- Microsoft OneNote
- Microsoft Outlook
- Microsoft Teams
- monday.com
- MoneyGuidePro
- Morningstar AdviserLogic
- Neos
- NetDocuments
- Notion
- Orion
- PracticePanther
- Practifi
- QuickBooks
- Redtail
- RingCentral
- Rocket Matter
- Salesforce
- ShareFile
- Slack
- Smartsheet
- Stripe
- SurePoint
- SurveyMonkey
- Timely
- TimeSolv
- Trello
- Typeform
- Wealthbox
- Xero
- Zendesk
- Zoho Books
- Zoho CRM
- Zoom
Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class