Caddi review
A workflow automation platform for AI-assisted conflict review, governance, and legal-system connections.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Caddi is a cloud automation platform for professional-services firms that automates conflict checks and repetitive back-office workflows across existing tools. Its conflict workflow reads complaints, exhibits, corporate disclosures, and engagement materials, then identifies entities, resolves abbreviations and related names, classifies party roles, and separates material references from incidental mentions. It is suited to legal teams and other professional-services groups that want AI-assisted review, prospective matter checks, and repeatable workflow automation within their current systems.
The Individual plan is free and includes Automate and Discover, 200 credits per month, 10 active loops, one user, 30 days of run history, and knowledge base support. The Team plan costs $250 per user per month and adds Govern, 1,000 credits per user per month, unlimited users billed per user, team management, and self-serve signup. Business costs $6,500 per month and adds advanced integrations, 20,000 credits per month, unlimited users and loops, SAML SSO, centralized MFA, a 99% uptime SLA, and 24 hours of training and discovery per year. Enterprise adds integration governance, priority loop execution, multi-instance integrations, same-day support, and credit allocations of 50,000 per month for Bronze or 100,000 for Silver.
Its standout capability is traceable conflict review: findings cite source pages, ambiguous calls go to a person, and checks, entities, memos, clearance timing, API calls, and actions can be logged, replayed, and exported. Teams can also teach automations through screen recording and run deterministic workflows. Connections include Microsoft Outlook, Clio, NetDocuments, iManage, Intapp, Salesforce, Microsoft 365, Relativity, SharePoint, Filevine, Aderant, Elite 3E, Ironclad, and LawPay. Caddi fits firms seeking governed automation across existing tools; teams needing only a dedicated standalone conflicts database may prefer a narrower alternative.
Caddi pros and cons
- Where it wins
- Extracts entities and resolves aliases, former names, and subsidiaries
- Cites findings, routes ambiguous decisions, and keeps audit logs
- Connects with legal, business, document, and practice-management systems
- Where it doesn't
- The Individual plan supports one user and 10 active loops
- Team pricing is $250 per user per month
- Conflict checking is part of a broader workflow platform, not a standalone database
Caddi fact sheet, pricing and score →
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