Caddi
The product automates repetitive tasks such as client onboarding, email management, document organization, and billing through AI technology, which improves operational efficiency and reduces administrative burdens. It learns from user interactions to create tailored automations that integrate with existing tools while ensuring data privacy and security.
- Category: Sales, Marketing, BD
- Location: Seattle, Washington, United States
- Founded: 2022-11-01
- Total funding: 5500000
- Website: https://trycaddi.com
Product & Features
- Caddi automates financial workflows, transforming unique processes into reliable, automated systems for efficiency.
- Client onboarding is streamlined with auto-filled forms, CRM syncing, and contract sending in one step.
- Task updates and monitoring keep projects on track by integrating with project management tools and notifying team members.
- Document management is automated, ensuring accurate filing, categorization, and retrieval of important files.
- Caddi simplifies billing by automating invoice creation, payment tracking, and reminder notifications.
- The platform enables personalized automations without requiring technical skills, adapting to any firm's processes.
- Caddi maintains enterprise-level security and compliance, ensuring client data is protected and never accessed by AI.
- Automations can be executed from various platforms like email, Slack, or Teams, enhancing workflow integration.
Notable Customers
- The Planning Center
- Portner & Shure
- Am Law 100
- Barron's Top 10 RIA
- Brighton Jones
- Beveridge & Diamond
- Palace
- Knight Law Group
Funding Rounds
- seed funding — $5 million (2025-04)
Investors
Integration partners
- Addepar
- Aderant
- Adobe (Other)
- Adobe Sign
- Airtable
- Asana
- Box
- Calendly
- CASEpeer
- Clio
- DocuSign
- Dropbox
- Dropbox Sign
- Elite 3E
- eMoney
- Expensify
- Filevine
- Freshbooks
- Gmail
- Google (Other)
- Google Calendar
- Google Docs
- Google Drive
- Google Sheets
- Gusto
- Harvey
- HubSpot
- iManage
- Intapp
- Ironclad
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Frequently Asked Questions
What is Caddi?
The product automates repetitive tasks such as client onboarding, email management, document organization, and billing through AI technology, which improves operational efficiency and reduces administrative burdens. It learns from user interactions to create tailored automations that integrate…
What does Caddi do?
Caddi automates financial workflows, transforming unique processes into reliable, automated systems for efficiency. Client onboarding is streamlined with auto-filled forms, CRM syncing, and contract sending in one step. Task updates and monitoring keep projects on track by integrating with project management tools and notifying team members.
Who are Caddi's customers?
Caddi's customers include The Planning Center, Portner & Shure, Am Law 100, Barron's Top 10 RIA, Brighton Jones, Beveridge & Diamond.
How much funding has Caddi raised?
Caddi has raised 5500000 across 1 funding round.
Who are Caddi's investors?
Caddi's investors include Founders’ Co-op, the AI2 Incubator, Ubiquity Ventures.
What category does Caddi fall under?
Caddi is a legal technology company in the (BoL): Sales, Marketing, BD category.