Caddi discovers your firm's most repetitive back-office work and automates it across the tools you already use.
In this briefing, Tara Daisy, Managing Director, Legal at Box, joins Caddi co-founder and CEO Alejandro Castellano to build one Box workflow into a working agent, live, in three beats.
Discover. Before anyone decides what to automate, Caddi Discovery reads activity from the systems you already run (Box, email, practice management, billing) and ranks what actually repeats. Not a survey, not a consultant with a clipboard. Counted steps: how many documents landed in Box, how many were renamed and filed by hand, how many conflict searches and matter records followed, and what each process costs in hours a year. The first automation decision gets made on evidence instead of whoever complained most recently.
Automate. We pick the process that starts when a signed document lands in Box, and teach it the way you would teach a new hire. Screenshare the job and talk it through, once: read the document, run the conflicts check, open the matter, file the executed copy in the right Box folder, notify the responsible attorney. Caddi asks about the edge cases as you go (only one party signed, a version is already filed, the scan has no text layer) and you correct it in the chat. Each answer becomes a rule. Tara covers what Box sees on the content side: where firms keep the documents that trigger this work, and why the filing step is the one that breaks.
Govern. Deterministic code does the work, so the same input takes the same path every time. Every run replays: what it decided, why, and which permission it used. Scoped access per system, a log a compliance officer can read, SOC 2 Type II, and 100+ integrations including iManage, NetDocuments, and Clio.
35 minutes of content plus 10 minutes of Q&A. Submit your own Box workflow at registration and we may build it instead. A replay goes to every registrant.
Speakers:
Tara Daisy, Managing Director, Legal, Box
Alejandro Castellano, Co-founder & CEO, Caddi
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