Caddi integrates with Box's Intelligent Content Management platform to automate content-driven workflows. Firms that manage their documents securely in 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 execute those workflows consistently and transparently.
Business documents often arrive through email, e-signature platforms, and client portals. Once they are saved in Box, Caddi can support additional workflow steps such as applying metadata, extracting key information, updating a CRM or matter-management system, and notifying the right people.
Caddi helps automate these downstream workflows while Box remains the trusted system for managing and securing the underlying content.
“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
Together, Box and Caddi create a connected content workflow. Box provides the secure content foundation, collaboration capabilities, permissions, and governance, while Caddi agents work with that content to execute firm-specific processes, extract information, and keep related systems aligned. A few of the agents our customers run today:
- Signed-document workflows. When an executed agreement is saved to 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 managed in Box, extracts the required details, and creates the linked household, person, and new-account records in the CRM.
- Content organization. On a nightly schedule, the agent can help apply naming conventions, identify duplicate copies, and route 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 may trigger important follow-up work across the CRM and portfolio system after it is securely managed in Box. 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 help organizations put that content to work through consistent, repeatable, and logged workflows.
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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