Artificial Lawyer featured Caddi in its AL TV Product Walk Through. Our CEO Alejandro Castellano demos Loop Studio, Discovery and Governance: find what’s worth automating, build it over screen share, govern every run. The film is embedded in the post.
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Salesforce for Law Firms
How firms end up on Salesforce, what Litify and direct builds really cost, what the platform is good at, and the administration nobody quotes.
Salesforce for Financial Advisors
Financial Services Cloud, Practifi and Salentica compared, plus the household-model and custodian realities that decide whether an advisor Salesforce build works.
Legal Automation: What to Automate First in a Law Firm Back Office
The six jobs every law firm back office runs, in the order each one pays back, with two of them shown end to end.
Caddi Launches Discovery, the AI That Finds Your Most Repetitive Work
Discovery reads the tools a firm already uses, finds the work its people keep repeating, ranks each finding by the hours it could give back, and hands it to Caddi Studio to build. Available today in every Caddi workspace.
Excel to Salesforce
How to load a spreadsheet into Salesforce properly: external IDs, upsert, dependency order, and the format traps that fail silently.
CRM Data Hygiene
The five recurring checks that keep a CRM trustworthy in a law firm or RIA, how often to run them, and why annual cleanups never hold.
RIA Back Office Automation: The Six Workflows Advisory Firms Should Stop Doing by Hand
The six jobs that grow with the book, in the order they give hours back, with two of them shown end to end.
Data Import Wizard vs Data Loader
The real limits of Salesforce’s Data Import Wizard and Data Loader, when to use each, and the three jobs neither of them does.
How to Auto-Fill Schwab Custodian Forms From Your CRM (Wealthbox + DocuSign)
Two forms, forty-two fields, eleven facts already in the CRM. One field left empty on purpose.