Topic
Automation
273 published works
Caddi Blog
Best Process Mining Software in 2026: 11 Tools Compared, With Prices
Celonis, Signavio, UiPath, Power Automate, IBM, ABBYY, Apromore, the task miners and Caddi, with prices, and which ones actually build and govern the automation.
Inside Global Tech
California Legislature Advances AI Employment Bills
By Lindsey Tonsager, Carolyn Rashby, Bryan Ramirez
At the end of August, the California legislature passed three bills that would regulate the use of AI in the employment context. These bills are now on Governor Newsom’s desk,…
PracticePanther Blog
How to Automate Client Intake at a Law Firm
For small and mid-sized law firms looking to increase their efficiency, streamlining the client intake process through automation is an effective way to reduce administrative drag, prevent costly errors, and…
Caddi Blog
Caddi on Artificial Lawyer's AL TV: back-office automation for lawyers, walked through
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,…
Caddi Blog
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.
Caddi Blog
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.
Caddi Blog
How to Turn a Zoom Client Meeting Into Wealthbox Notes Automatically
A forty minute review becomes a note in the firm's format, four dated tasks, a logged recommendation, and a draft the advisor sends herself.
Caddi Blog
CRM Data Entry Automation
Where CRM data entry actually comes from, why connectors only cover part of it, and how to pick the right automation for each input.
Caddi Blog
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 Blog
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…