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.
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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.
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.
AI Use Cases for Accounting Firms in 2026
The highest-ROI AI use cases for accounting firms in 2026: source-document intake, open-items chase, return assembly and 8879s, e-file rejects, CAS close, and billing. Plus what IRC §7216 means before you point any AI at a client’s tax data.
The Future of Data Entry Is Teaching, Not Typing
For decades, getting faster at data entry meant finding clever ways to do the same repetitive work by hand. The new way is to define the process once by showing Caddi how, and then Caddi does the data entry for…
Governed AI Is the Only AI Professional Services Can Use
A law firm and an RIA sound like different businesses. Ask each what worries them about AI and you get the same answer. The values are the same, the duty is the same, and so is the stress. The fix…
From Operations Associate to Operations Supervisor: The Promotion You Can Give Yourself
AI can do the tasks. That does not make you smaller, it makes room. How an operations associate becomes an operations supervisor by directing AI instead of competing with it, a promotion you do not have to wait for anyone…
There Is No Precedent for Running a Law Firm
Law is built on precedent, yet the one thing it never wrote down is how to run itself. Why AI conquered the practice of law first, why the business of law is harder, and why that gap is exactly where…