The Wealth Mosaic, the wealth management technology directory, now has a Caddi vendor profile, with Caddi Hybrid Agents listed under business process management, client onboarding, and document management.
Caddi Technologies LLC
Website:
https://www.trycaddi.com/
Latest from Caddi Technologies LLC - Page 3
Caddi is listed in the LawNext Legal Technology Directory
LawNext Media’s legal technology directory now has a Caddi entry, filed under workflow automation, document automation, time and billing, conflict checking, and CRM.
The Paralegal Was Invented to Make Legal Services Cheaper
In August 1968 the ABA created a role to free lawyers from tedious and routine detail. The word paralegal did not exist yet. Then the role became billable, the detail kept arriving, and today 376,200 people are where it lands.
Who Decided Six Minutes?
A Boston managing partner introduced timesheets around 1920 to run his firm better, not to bill anyone. He called the tenth-of-an-hour minimum his only contribution. Then the measurement became the price, and being fast started costing money.
The Year the Stock Exchange Closed on Wednesdays
For most of 1968 the NYSE shut every Wednesday because the back office could not clear the paper. Fails peaked at $4.12 billion, clerk turnover ran near 50%, and more than 100 member firms disappeared. Hiring was not what ended…
IBM Exists Because the Census Could Not Finish Counting
The 1880 census took until 1887 to tabulate by hand, and officials feared the 1890 count would not finish before the 1900 one made it pointless. A former census clerk built a punched-card machine, won the 1888 trial, and started…
Caddi in Legal IT Insider: the agent that builds agents for law firm operations
Legal IT Insider’s Startup Corner featured Caddi: the back-office agents we run for law firms and RIAs, why we narrowed our focus, and the AmLaw 50 firm now automating hundreds of conflict checks a day.
Caddi joins the Kitces AdvisorTech map
Michael Kitces listed Caddi among the latest additions to the fintech map in his August 2026 AdvisorTech roundup, alongside a crop of AI-native tools for advisors.
AI-Native vs AI-Enabled Law Firms: How Big Is the Lead?
AI-native firms run leaner and charge less. AI-enabled incumbents play catch-up on technology they can simply buy. Why the pure tech moat is shallow, why brand and distribution are the tougher one, and why the native side will start buying…
AI Use Cases for Private Equity in 2026
Add-ons are now more than 70% of buyout deal count, and the synergy case assumes one back office you don’t have. The highest-ROI automations for buy-and-build: Day-1 add-on integration, consolidated close, shared-services AP, and portfolio reporting.