Caddi now integrates with Box's leading Intelligent Content Management platform to automate document management. Firms that run their documents on Box can train Caddi agents on the work that surrounds those documents, the way they would train a new hire, and then let the agents run it the same way every time.
Document management is challenging. Documents arrive by email, e-signature, and client portals, requiring a person to file each one to the right folder, name it to the firm standard, pull the details out of it, and key those details into the CRM, the matter system, or the portfolio platform. This is where an agent can come in to automate this process.
“In legal, the problem has never been a lack of information, it's that the information firms already have is scattered across emails, attachments, matters, and disconnected systems. That fragmentation makes it harder to turn institutional knowledge into something the firm can actually use. By securely connecting Caddi's agents with Box, firms can bring automation directly to their enterprise content, organizing and governing information while creating a trusted foundation for AI to put that knowledge to work.”
Tara Daisy, Managing Director of Legal at Box
The integration makes Box the center of the system. Box is the source of truth for the documents themselves. Caddi agents watch what lands there, file it under your firm's rules, extract what's inside it, and keep the surrounding systems consistent with it. A few of the agents our customers run today:
- Signed-document post-processing. When an executed agreement lands in Box, the agent applies the firm's metadata, updates the related CRM record, and notifies the owner.
- Account opening. The agent reads account-opening paperwork filed in Box, extracts the required details, and creates the linked household, person, and new-account records in the CRM.
- Folder hygiene. On a nightly schedule, the agent normalizes file names, dedupes copies, and reroutes misfiled documents under the firm's filing rules.
RIAs especially feel this. Custodian paperwork, new account forms, and signed agreements move through an advisory firm every day, and each one touches the CRM and the portfolio system after it touches content management. Law firms see the same pattern with engagement letters and matter documents. In both cases the division of labor is clean: Box is where content is managed, secured, and collaborated on, and Caddi provides the agents that keep it filed and keep the systems around it in step, deterministically, with every run logged.
See what firms automate on the Caddi + Box integration page, or sign up free and train your first agent on the filing work your team does today.
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