Caddi

Caddi is a web-based automation tool for repetitive back-office work across a firm’s existing systems. It is aimed at legal, financial, and other professional-services firms that want staff to teach agents without coding and review how they act. Its strongest appeal is the combination of process discovery and decision oversight; costs and monthly limits make plan choice important as a team grows.

Overview

Discover scans connected systems to rank repetitive work and show evidence for each finding. That helps firms prioritize automation around observed activity rather than selecting tasks by guesswork. Staff can then teach agents by screensharing and explaining a process, a practical option when process knowledge belongs to operators rather than developers.

Govern keeps run histories and allows users to replay decisions, including the permission used. Caddi says process changes require human approval, and users can pause a loop or disconnect it while work is queued. Those controls make review and intervention part of the workflow, not just a setup concern.

Key features

Connectors and workflow coverage

Caddi lists more than 70 live connectors, including Clio, DocuSign, Outlook, NetDocuments, Salesforce, QuickBooks, and Microsoft Teams. It says connectors for public APIs can be built within 24 hours of a request. That breadth suits firms whose work crosses several systems, although the examples do not establish that every particular workflow is covered.

Permissions and security

Caddi says agents use one scope per system under the access a user already has, without standing administrator access. It also says it is SOC 2 Type II compliant, does not use connected-system contents to train models, and runs OpenAI and Anthropic calls under zero-retention terms. These are relevant safeguards for firms handling sensitive records; they do not replace a firm’s own review of access and approval practices.

Party screening, prospective matter checks, conflict audit trails, practice-management sync, and automated search are also part of its stated capabilities. The help center covers getting started, FAQs, integrations, settings, and product updates, giving teams reference material as they configure and operate the product.

Pricing

The Individual plan is free for one user with no time limit. It includes 200 credits and 10 loops per month, 30 days of run history, and knowledge-base support. This is a low-risk way for one person to begin, but the single-user cap and modest monthly allowances make it unsuitable as a shared team workspace.

Team costs $250 a month, billed per user monthly, with cancellation allowed at any time. It includes 1,000 credits per user per month, unlimited users, and 20 active loops. Extra credits cost $1.25 each and extra active loops cost $100 per month. The per-user charge means the bill scales with headcount, while the active-loop cap may constrain firms automating many processes.

Business costs $6,500 a month, billed monthly. It includes 20,000 credits per month, unlimited users and loops, a 99% uptime SLA, a two-day support response, and 24 hours of training and discovery annually; extra credits cost $0.75 each. This fixed monthly tier trades the Team seat-based model for larger shared capacity and stated service commitments.

Enterprise uses an annual agreement with custom pricing. It includes 50,000 credits per month, or 100,000 on Silver, unlimited users and loops, same-day support, and 48 hours of training and discovery annually; extra credits start at $0.60 each. It is the option for firms needing the highest stated support and capacity, but the annual agreement is a larger commitment than monthly billing. Caddi does not offer a free trial, so the free Individual plan is the available no-cost starting point.

Platforms

Caddi is available on the web. Firms choosing it should plan around browser-based access rather than a stated native mobile or desktop app.

Who it's for

Caddi is best suited to professional-services firms, particularly legal and financial practices, that have repetitive work spanning connected systems and want staff to teach automations while preserving review histories and approval controls. It is less compelling for a team that needs a trial before paying, expects generous free multi-user use, or cannot make its workflows fit the available connectors and loop limits.

Pros and cons

• Pros: Discover ranks repeated work and surfaces evidence, helping teams decide what to automate first.
• Pros: Screen-sharing instruction avoids requiring coding expertise to teach agents.
• Pros: Run histories, replayable decisions, human approval, and mid-queue pause or disconnect options support oversight.
• Pros: More than 70 live connectors and stated per-system permission scopes address firms working across multiple tools.
• Cons: There is no free trial, so firms cannot use a time-limited evaluation before choosing a paid plan.
• Cons: The free tier is restricted to one user, 200 credits, and 10 loops monthly; Team then charges per user.
• Cons: Team includes only 20 active loops before a $100 monthly add-on, which can raise costs for broader automation.

Alternatives

For a broader legal-conflict-checking shortlist, see Legal Conflict Checking Software.

CaseFox is worth considering when a legal practice wants a freemium case-management option with a free forever plan for four cases and two added users, plus a free trial and Android and iOS access. Reflekt Legal may suit teams focused on calls: its free solo tier includes 30 calls, call transferring, and appointment scheduling, though it has no free trial. Scalata is an alternative for users seeking a web-based freemium AI tool with a free tier offering substantial usage quotas and up to five folders and shares. Digitslaw offers a cross-platform legal practice option with a free trial and a monthly Starter plan at 11,667.00 NGN for three users, including client and matter management.

Centerbase is a paid alternative with a $19.00 USD monthly payments product, though processing fees also apply. Intapp Conflicts may be a fit for firms seeking a dedicated conflicts product with pricing discussed through a demo. Aderant Conflicts is another paid conflicts option to explore through a demo. Affinisio Conflicts Clearance Compliance Centre is a paid option with API, self-hosted, and web availability.

Verdict

Choose Caddi if a professional-services firm wants to identify repeatable work across existing systems, teach agents without coding, and retain a review trail with ways to intervene. The free Individual plan is a sensible one-user start; teams should weigh Team’s per-user billing and active-loop cap against the larger fixed-price Business tier. Look elsewhere if a free trial is essential or the free plan must support multiple users.