gtmagency
gtmagency
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Previously ran growth for 500+ SaaS companies through their product launches. Our team has also worked with companies backed by
This playbook maps Caddi's ideal customer profile across account, prospect, and persona dimensions, then lays out 5 signal-based outbound plays. Each play fires on a specific buying signal so your outreach lands the moment a prospect is most likely to act.
| Dimension | Qualified | Prioritization |
|---|---|---|
| Geography | United States, Canada, United Kingdom | Prioritize US-based firms with 20+ back-office staff |
| Employee Count | 20 to 500 employees | Sweet spot is 30 to 200; firms large enough to feel ops pain but lean enough to lack a dedicated automation team |
| Industry / Vertical | Law firms, RIAs, accounting firms, private equity ops, insurance carriers | Prioritize law firms (Am Law 200 and below) and RIAs with AUM over $500M |
| Key Qualifying Signal | Active use of 2+ legal or financial ops tools from Caddi's integration set (Clio, NetDocuments, iManage, Orion, Addepar, Black Diamond, Filevine, Litify) | Firms running 3+ disconnected back-office tools are highest priority, indicating manual handoff workflows and automation-ready complexity |
| Tech Stack | Microsoft 365 or Google Workspace plus at least one vertical SaaS (Clio, NetDocuments, iManage, Salesforce, Filevine, Orion, Addepar, eMoney, Black Diamond) | Microsoft 365 plus NetDocuments or iManage signals a law firm; Orion or Addepar plus Salesforce signals an RIA |
| Revenue / Funding | Law firms: $2M to $50M annual revenue; RIAs: $500M to $10B AUM; funded startups in legal or fintech ops | Firms that recently raised or merged are under pressure to scale ops without headcount |
| Intent Signals | Job postings for legal ops coordinator, operations manager, or RIA operations specialist; G2 or Capterra reviews of Zapier, Make, or UiPath; attendance at ILTACON or Future Proof conference | Hiring for manual ops roles signals unmet automation demand; competitor review activity signals active evaluation |
| Dimension | Qualified | Prioritization |
|---|---|---|
| Seniority | C-Suite, VP, Director, Senior Manager | Prioritize COO and Director of Operations as primary; CTO and Managing Partner as secondary |
| Primary Titles | COO, Chief Operating Officer, Director of Operations, Legal Operations Manager, RIA Operations Director, Firm Administrator | COO and Firm Administrator own the budget and feel the daily workflow pain directly |
| Secondary Influencers | CTO, IT Director, Managing Partner, Practice Group Leader, Chief of Staff | IT Director controls integration approvals; Managing Partner approves spend at smaller firms |
| LinkedIn Keywords | legal operations, law firm automation, RIA operations, practice management, workflow automation, back office efficiency, legal tech, fintech ops, process improvement, NetDocuments, Clio, iManage, Orion, Addepar | Profiles mentioning specific vertical software (Clio, NetDocuments, Orion) confirm the tech stack overlap and role relevance |
| Persona | Level | KPIs | Related Challenges | Intent Signals | Related Benefits |
|---|---|---|---|---|---|
| Law Firm COO / Firm Administrator | C-Suite / Director | Hours saved per attorney, cost per matter, staff utilization rate, client intake cycle time | Manual new matter setup delays onboarding, conflict checks require dedicated headcount, document filing backlogs slow case progress | Posting for legal ops hire, attending ILTACON, reviewing automation tools on G2, LinkedIn posts about law firm efficiency | Automates new matter setup, conflict checks, and document filing so the firm takes on more matters without adding ops headcount |
| RIA Chief Operating Officer | C-Suite | Cost per client account, advisor-to-ops staff ratio, onboarding cycle time, compliance audit readiness | Advisor count growing faster than ops capacity, manual data entry across Orion and Salesforce, compliance documentation is error-prone | Posting for operations coordinator, attending Future Proof conference, evaluating Zapier or Power Automate | Triples advisor capacity without expanding ops by automating account onboarding, reporting workflows, and client communication routing |
| Legal Operations Manager | Manager / Director | Automation coverage rate, SLA compliance on intake, document accuracy rate, time to first response on client emails | Dependent on IT to build any integration, existing RPA tools require technical maintenance, no audit trail for automated actions | Searching for no-code automation tools, posting LinkedIn content about legal ops, active on ILTA community forums | Builds and deploys automations by screensharing a process once, with full run history and audit logging requiring no IT involvement |
| IT Director / CTO (Law or RIA) | Director / VP | Uptime SLA compliance, security audit pass rate, integration sprawl reduction, time to provision new tools | Shadow IT risk from staff using ungoverned AI tools, integration maintenance burden, compliance with data handling requirements | Evaluating SSO and SAML vendors, reviewing SOC 2 compliance pages, posting about AI governance | Centralized MFA management, action-level audit logging, SAML SSO, and SCIM provisioning reduce governance risk while enabling ops automation |
| Managing Partner / Practice Group Leader | C-Suite / VP | Revenue per attorney, client acquisition cost, realization rate, staff retention | Losing associates to burnout from repetitive filing and data entry, inability to scale intake without hiring, competitors onboarding clients faster | Reading legal business publications, attending ABA or ILTACON events, LinkedIn posts about law firm growth | Automates drudgery so attorneys focus on billable work, reduces time-to-onboard for new clients, and delivers a concrete hours-saved number to justify AI investment |
We target COOs and Firm Administrators at firms actively hiring for manual ops roles, the clearest signal that back-office workflows are overwhelming existing staff. Outreach connects their hiring pain directly to Caddi's 904 hours saved per month proof point.
Scrape job postings
Monitor LinkedIn jobs
Aggregate signalsEnrich firm data
Verify tech stack
Find decision makerIdentify Buying Committee
EmailWe scrape confirmed ILTACON attendee lists and LinkedIn event check-ins to identify COOs, IT Directors, and Firm Administrators at law firms. Outreach is timed to pre-conference, at-conference, and post-conference windows when evaluation intent is highest.
Scrape event attendeesMonitor LinkedIn eventCross-reference firm listEnrich attendee profilesFind firm tech stack
Locate contact emailsEmail
LinkedInWe identify firms already running generic automation tools on top of Clio, NetDocuments, Orion, or Addepar, meaning they have automation intent but are stitching it together manually. Outreach positions Caddi as purpose-built for professional services versus generic no-code tools.
Detect competitor toolsCross-match vertical SaaSBuild account listEnrich firmographicsIdentify ops leadersVerify emailsIdentify Buying CommitteeEmailWe track job changes of former Caddi champions and ops leaders at peer firms using UserGems, then reach out within the first 30 days of their new role when they are actively auditing processes and have budget influence. Outreach leverages their prior familiarity and the pain they already know.
Track champion job changesMonitor LinkedIn updatesFlag new role alertsEnrich new employerVerify new firm tech stackConfirm contact detailsIdentify Buying CommitteeEmailLinkedInWe monitor press releases, Crunchbase funding rounds, and legal industry news for law firm mergers and RIA acquisitions, then reach out to COOs and operations leaders within days of the announcement. Outreach frames Caddi as the way to scale operations without a proportional ops headcount increase.
Monitor funding rounds
Track merger announcementsAggregate firm newsEnrich firm and contactsFind ops decision makersVerify contact emailsBuying CommitteeEmailYou'll have qualified demos booked in your calendar within 45 days: infrastructure, sequences, and live campaigns installed for you.
You don't pay a retainer. Everything we build belongs to you from day one: data, playbooks, and infrastructure.
If by day 45 you aren't seeing qualified demos booked in your calendar, we keep working completely for free until you do.
We build and install a fully automated, signal-based outbound system, outbound, ads, and content, in a 45-day sprint. No retainer, and you own everything. Demos booked in 45 days or we work free until they are.
