Caddi vs PracticeConsole Client Intake

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.

PracticeConsole Client Intake gives law firms a structured route from new enquiry to conflict review, client onboarding, and matter opening. Teams can record enquiries in consistent fields, create or match client and contact records to avoid duplicates, and convert qualified intake into a structured matter record. Pipeline visibility helps show where prospective business stands and where it gets stuck.

Conflict searches cover clients, contacts, related parties, and prior matters, with review activity recorded. The wider platform includes role-based access, activity records, approvals, and matter history for internal governance. Listed security measures include TLS/HTTPS, at-rest encryption, role-based controls, audit logging, and multi-factor authentication support. PracticeConsole says customer matter data is not used to train public AI foundation models unless the customer explicitly authorizes it. Connected services listed include Microsoft 365, Outlook, Gmail, Google Calendar, Zoom, Microsoft Teams, QuickBooks, DocuSign, Dropbox, OneDrive, and Google Drive.