Caddi

“The fact that you have detailed, transparent information, and can provide it reasonably easily in a data extract. That is a really big selling point for me.”

“I'm so excited. This is like the highlight of my day.”

“The first loop we built is working fine. It runs three times a day.”

“It ran this morning at 6 a.m. It's working great. It's doing its job, and that's wonderful.”

“It's extracting correctly. I tested with an existing record, and Caddi did not make any modifications, which is good.”

“She didn't even realize she made a mistake. It came back saying the person was 126 years old, and so that was a red flag. So it caught that. And it caught something else on the annuity.”

“He's doing these all on his own. It's crazy. Couldn't do it without Caddi.”

“I usually didn't bill 0.1s, but now with this, maybe I'll bill point one.”

“I've got one here: telephone conference with a third-party attorney regarding preparation of a declaration. Forgot about that. Totally. I don't even know how they figured that out.”

“Before Caddi, our team was reading repair orders, purchase contracts, lease agreements and Carfax reports one by one and typing the information into our CRM by hand. Today, it is all integrated and it just works.”

“Caddi focuses on applying AI to real business workflows in ways that are useful and effective.”

“We thought our processes were finely tuned, but every one still pointed back to a human. Caddi got the systems we already have to talk to each other, and gave my team back an hour a day.”

“Thankfully, Caddi has a mature audit logs program, so I'm not concerned.”

“It's easy to navigate and maneuver and build things. And I appreciate that there's an email that says, hey, this is ready to test. I'm not sitting here watching Caddi all day.”

“This is like, from a process standpoint, just a game changer. I can think of any process I want and it doesn't have to exist today. I can just speak it into existence.”

“I can't describe it. It's kind of like describing magic. It's just doing its magic thing. It looks at what you've been doing and can tell you other things that you could be doing.”

“For us it was perfect. It didn't miss anything.”

“It's able to look at an email and, even if it doesn't have the client matter number in it, figure out how that should be inserted into my timesheets. I really like that.”

“That 17-minute process is boiled down to two and a half minutes.”

“I used the Caddi time entries for submitting my time at the end of the month, and they were really good. I ended up saving a ton of time.”

“You care about my outcomes too, and I've always appreciated that.”

“Your service and engagement is the best of any tech vendor we have ever worked with.”

“Caddi is creating leverage for The Planning Center.”

“It's an automation, but it's intelligent. Caddi can operate in the gray.”

“Every morning I have it run for every client meeting we have that day, and I've saved my team an hour a day.”