Caddi

Caddi is a web-based tool for automating repetitive back-office work across a firm’s existing software. It is best suited to legal, financial, and other professional-services firms that want to identify automation opportunities and keep agents under review. Its process discovery and approval controls are compelling; the free plan’s tight caps and Team’s per-user price are meaningful constraints.

Overview

Caddi’s Discover feature examines connected systems, ranks repetitive work, and shows evidence for its findings. That gives firms a way to prioritize candidate processes before investing in automation. Teams can then teach agents by sharing their screen and explaining a process, without coding—a useful approach when operational know-how sits with staff rather than technical specialists.

Govern keeps a run history 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 mid-queue. Those controls help keep automation subject to oversight, though they do not remove the need to decide which work is appropriate to automate.

Key features

Connected workflows

Caddi lists more than 70 live connectors, including Clio, DocuSign, Outlook, NetDocuments, Salesforce, QuickBooks, and Microsoft Teams. It says it can build connectors for public APIs within 24 hours of a request. That breadth may make it practical for firms working across several common systems, while the stated turnaround is specifically for public API connectors.

Permissions and data handling

Caddi says agents use one scope per system under the access the user already has, without standing administrator privileges. It also says connected-system contents are not used to train models, and OpenAI and Anthropic calls run under zero-retention terms. These are relevant safeguards for firms handling sensitive work; buyers should still assess them against their own security requirements.

Legal workflow support

Caddi supports party screening, prospective matter checks, conflict audit trails, practice-management sync, and automated search. That makes it relevant to firms looking to automate parts of intake and conflict-related workflows, as well as broader back-office tasks.

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. It is a useful way for one person to assess the product, but the single-user cap and monthly limits rule it out as a free team deployment.

Team costs $250 a month, billed monthly per user, and can be cancelled anytime. 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 makes the bill rise with team size, so firms should weigh their expected usage and loop count before adopting it across a group.

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 a year. Extra credits cost $0.75 each. This removes Team’s active-loop ceiling and lowers the extra-credit rate, but its fixed monthly price is a much larger commitment.

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 a year; extra credits start at $0.60 each. It is aimed at firms needing larger allowances and faster support, but the annual commitment and custom price make it less suitable for a small initial rollout.

There is no free trial. The free Individual plan is the only no-cost route, and its user, credit, loop, and history limits matter when judging whether it can support a real workflow.

Platforms

Caddi runs on the web. Firms seeking a native mobile app should consider alternatives with mobile platform support.

Who it's for

Caddi is a strong fit for professional-services firms that need to find repeatable work across existing systems, teach automations without coding, and retain approval and run-history controls. Its free plan suits an individual evaluation; teams should budget for per-user Team pricing or compare the higher fixed-cost tiers against their expected usage. It is less attractive to buyers who need a mobile app or want an uncapped team plan at no cost.

Pros and cons

• Pros: Discover ranks repetitive work and shows evidence, helping firms prioritize what to automate.
• Pros: Screen-sharing instruction lets staff teach processes without coding.
• Pros: Run history, decision replay, approval requirements, and pause or disconnect controls support oversight.
• Pros: More than 70 live connectors and named legal and business tools offer a broad starting point for connected workflows.
• Cons: Individual is limited to one user, 200 credits, 10 loops per month, and 30 days of run history.
• Cons: Team costs $250 a month per user, with only 20 active loops before extra charges.
• Cons: Business and Enterprise require substantially larger commitments, with Enterprise also tied to an annual agreement and custom pricing.
• Cons: Web is the only supported platform.

Alternatives

For a broader category comparison, see Legal Conflict Checking Software.

Consider CaseFox if you want a freemium, free-trial option with Android and iOS apps; its free Solo plan allows four cases and two added users.

Reflekt Legal is another web-based freemium choice, with a free tier that includes 30 calls, call transferring, and appointment scheduling; consider it when those features better match the workflow.

Affinisio Conflicts Clearance Compliance Centre is a paid option available through API, self-hosted, and web platforms.

ConflictCheck may suit a solo practice seeking published per-practice pricing and mobile access; its Solo Practice plan is $49 a month, billed monthly, for one attorney and up to two staff seats.

Intapp Conflicts is a paid alternative with web and iOS platforms; its pricing is not published.

ConflictsPro offers a 90-day proof-of-concept pilot with full functionality for selected departments or practice groups, making it worth considering for a scoped evaluation.

MatterSuite Matter Intake is a paid alternative with a free trial and mobile apps; its law-firm plan combines intake, team-triggered conflict checks, matter lifecycle management, timekeeping, expense capture, and billing.

Verdict

Caddi is a good choice for professional-services firms that want to discover repeatable back-office work, teach automations without coding, and preserve human approval and decision oversight. Its central advantage is the combination of process discovery and governance across connected systems. Look elsewhere if your team needs mobile access, cannot justify per-user Team pricing, or needs a free plan that scales beyond one user.