Caddi vs ConflictCheck

Caddi automates repetitive back-office work across tools used by legal, financial, and other professional services firms. Discover reads connected systems, ranks recurring work, and presents evidence for its findings. Teams can teach agents a process by screensharing and explaining it, without coding. Govern keeps run history and lets users replay decisions, including the permission applied to each one. Caddi lists more than 70 live connectors, including Clio, DocuSign, Outlook, NetDocuments, Salesforce, QuickBooks, and Microsoft Teams; it says connectors for public APIs can be built within 24 hours of a request. The maker says agents operate within a user’s existing access, process changes need human approval, and users can pause or disconnect a loop mid-queue. Caddi also says it is SOC 2 Type II compliant and does not use connected-system contents to train models. The free Individual plan includes one user, 200 credits, 10 loops per month, and 30 days of run history. Team costs $250 a month per user, billed monthly.

ConflictCheck screens proposed legal matters against a practice’s records of clients, adverse parties, affiliates, counsel, prospective clients and closed matters. Its phone-friendly intake captures names, related entities, referral source, opposing counsel and county. Matching includes aliases, married and trade names, common misspellings and phonetic variations, and searches can follow recorded corporate relationships such as parent or subsidiary links.

A dated ledger can retain consultations that did not become matters, including their subject and whether confidential information was shared. Each screening records search terms, results, a decision and user initials; the maker says signed records cannot be changed and later amendments are appended. Solo Practice costs $49 per month per practice and includes CSV import and export. Small Firm costs $119 per month and adds syncing with Clio, MyCase, PracticePanther and Smokeball; Firm Plus costs $249 per month and adds API and webhook events. The maker says practice data is encrypted and not used to train models or create a shared index. Conflict decisions remain with the licensed attorney.