Caddi

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Score6.9

Rank#2 of 28

From$250/mo

Free planYes

Runs onWeb

Summary

Caddi automates repetitive back-office work across the tools a professional services firm already uses. Its Discover feature reads connected systems, ranks recurring work, and presents evidence for its findings. Teams can show an agent a process by screensharing and explaining it, without coding or technical expertise. Govern provides run history and lets users replay decisions, including the permission used for each decision. 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. The maker says agents operate within users' existing access, process changes require human approval, and users can pause or disconnect a loop mid-queue. Caddi also says it is SOC 2 Type II compliant and does not use connected-system contents to train models. The free Individual plan includes one user, 200 credits, 10 loops per month, and 30 days of run history. Team costs $250.00 USD per month per user.

Who it is for

Caddi is aimed at legal, financial, and other professional services firms seeking to automate recurring back-office tasks across existing systems. Its screen-sharing process teaching may suit teams without coding expertise.

What is good

More than 70 live connectors listed
Process teaching does not require coding
Run history includes decision permissions
Human approval required for process changes
Free Individual plan includes 200 credits

What to know first

Free plan is limited to one user
Free plan includes 10 loops per month
Team costs $250.00 USD per month per user

Verdict

Caddi offers process discovery, screen-sharing-based automation setup, and controls for reviewing and approving changes. The free plan has a one-user limit; teams should weigh its per-user Team pricing against their needs.

Caddi plans and pricing

All plans

Individual Free Free for one user. No time limit. 200 credits and 10 loops per month · single user · 30 days of run history · knowledge base support trycaddi.com · 29 Sept 2026

Team $250/mo per user / month; billed monthly. Cancel anytime. 1,000 credits per user per month · unlimited users, billed per user · 20 active loops · extra credits $1.25 each · extra active loops $100 per month trycaddi.com · 29 Sept 2026

Business $6,500/mo per month; billed monthly. 20,000 credits per month · unlimited users and loops · 99% uptime SLA · 2 day support response · 24 hours of training and discovery a year · extra credits $0.75 each trycaddi.com · 29 Sept 2026

Enterprise Not published Annual agreement, priced to your firm. 50,000 credits per month, 100,000 on Silver · unlimited users and loops · same day support · 48 hours of training and discovery a year · extra credits from $0.60 each trycaddi.com · 29 Sept 2026

Compared on legal conflict checking software

Free plan: Yestrycaddi.com
Paid from: $250/user/motrycaddi.com
Party screening: Yestrycaddi.com
Prospective matter checks: Yestrycaddi.com
Conflict audit trail: Yestrycaddi.com
Practice management sync: Yestrycaddi.com
Search automation: automatedtrycaddi.com

Facts

Purpose: Caddi automates repetitive back-office work across the tools a firm already uses.trycaddi.com · 29 Sept 2026
Discovery: Its Discover feature reads connected systems, ranks repetitive work, and shows evidence behind each finding.trycaddi.com · 29 Sept 2026
Building automations: Teams can teach agents by screensharing and explaining a process without technical expertise or coding.trycaddi.com · 29 Sept 2026
Governance: Govern provides run history and lets users replay decisions, including which permission each decision used.trycaddi.com · 29 Sept 2026
Integrations: The integrations page lists 70+ live connectors and says connectors for public APIs can be built within 24 hours of a request.trycaddi.com · 29 Sept 2026
Integration examples: Listed connected tools include Clio, DocuSign, Outlook, NetDocuments, Salesforce, QuickBooks, and Microsoft Teams.trycaddi.com · 29 Sept 2026
Security: Caddi says it is SOC 2 Type II compliant and that connected-system contents are not used to train models.trycaddi.com · 29 Sept 2026
Permissions: Caddi says agents use one scope per system under the access the user already had, with no standing admin.trycaddi.com · 29 Sept 2026
Human approval: The maker says changing a process requires human approval and users can pause a loop or disconnect it mid-queue.trycaddi.com · 29 Sept 2026
Model retention: The maker says OpenAI and Anthropic calls run under zero-retention terms.trycaddi.com · 29 Sept 2026
Support: The help center offers Getting Started, FAQs, integrations, settings, and product update materials from the Caddi team.help.trycaddi.com · 29 Sept 2026
Target users: Caddi describes its audience as legal, financial, and other professional services firms.trycaddi.com · 29 Sept 2026
Maker: The site identifies the company as Caddi Technologies LLC.trycaddi.com · 29 Sept 2026