Back to Tools
Caddi
Category: Automation
Field: Business Development
Type: SaaS
Use Cases:
- Process automation for law firms
- Email triage automation
- Document management
- Client intake automation
Summary: Caddi is an innovative tool designed to streamline repetitive back-office work for law firms, accounting firms, and insurance companies. By using narrated screenshares, Caddi captures the workflow, learns each process, and then automates these tasks across existing tools, which can drastically reduce manual effort and increase efficiency. For instance, it can automate email triage or document management operations, allowing staff to focus on more strategic tasks instead of getting bogged down by daily repetitive tasks.
Learn more