AI-native automation
Automate work across
Box and 
Cliowith Caddi AI Agents.
Automate anything you do across Box, Clio, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Box and Clio
Connect Box to Caddi
Allow1Sign in to Box
One click with your own Box login. No API keys.
Connect Clio to Caddi
Allow2Sign in to Clio
The same click again. Both tools are connected.
Create matter in Clio when new file in folder in Box.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use Box and Clio together
In a law firm the work between Box and Clio is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.
- 01
Create matter in Clio when new file in folder in Box.
Caddi watches Box for new file in folder and create matter in Clio. No copy-paste, no missed records.
- 02
Upload file in Box when new matter in Clio.
Caddi watches Clio for new matter and upload file in Box so the two systems stay in lockstep.
- 03
Create contact in Clio from Box events.
When folder shared happens in Box, Caddi create contact in Clio with the right context attached.
Actions Caddi can take across Box and Clio
- Box
New file in folder
Triggers when a file is uploaded to a watched folder.
- Box
Folder shared
Triggers when a folder collaboration is added.
- Box
Upload file
Add a file to a Box folder with metadata.
- Box
Create folder
Create a new folder under a parent with permissions.
- Box
Search files
Find files or folders with advanced search filters.
- Box
Move file
Move a file between folders.
- Clio
New matter
Triggers when a new matter is opened in Clio.
- Clio
New contact
Triggers when a new contact is created.
- Clio
Time entry posted
Triggers when a new time entry is recorded.
- Clio
Communication added
Triggers when a call, email, or meeting is logged.
- Clio
Create matter
Open a new Clio matter with client, billing, and intake fields.
- Clio
Create contact
Add a person or company contact to Clio.
- Clio
Create note
Log a timestamped note against a matter.
- Clio
Create time entry
Record time against a matter with rate and activity code.
- Clio
Upload document
Attach a document to a matter with metadata.
Common questions
How does Caddi connect Box and Clio?
Box and Clio just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Box and Clio end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect Box and Clio to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Box + Clio loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Does this work for law firms?
Yes. Caddi runs Box and Clio with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.
Ready to automate Box and Clio?
Drop your work email and we'll show you Caddi running end-to-end against Box, Clio, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.