Box enables law firms to store, access, and manage case files securely. It supports document versioning, permission controls, and audit trails, helping firms maintain confidentiality and compliance. Integration with legal tools and e-signature platforms streamlines workflows. Remote access allows teams to collaborate efficiently across locations.
Features and Functions of Box include:
Content Management and Collaboration
Box provides a centralized cloud-based repository where organizations can store and manage documents, contracts, case files, and multimedia content. Users can collaborate on materials in real time with co-authoring, annotations, and comments that support drafting and review workflows. Access can be extended to both internal teams and external partners, with granular permissions that ensure sensitive documents are only seen by authorized parties. For legal use cases, Box supports the creation of secure virtual data rooms, enabling controlled environments for due diligence, litigation, or client-facing projects.
Governance, Compliance, and Discovery
Box Governance provides tools for retention policies, legal holds, defensible deletion, and archiving, all designed to support e-discovery and compliance obligations. The platform carries a broad set of certifications and attestations, including GDPR, HIPAA, FedRAMP, FINRA, and SEC 17a-4, giving firms assurance that sensitive data is managed according to industry standards. Audit trails and reporting features allow administrators to track document activity, creating transparency for regulatory reviews or client reporting. Organizations with cross-border operations can also configure geographic data residency through Box Zones to align with jurisdictional requirements.
Workflow Automation and Integrations
Box Relay enables organizations to automate common workflows such as document reviews, approvals, and task routing, using a no-code interface that reduces dependency on IT. The platform integrates with more than 1,500 third-party applications, including Microsoft 365, Google Workspace, Salesforce, and Slack, enabling teams to work within their existing tools while storing content centrally in Box. Legal teams can further extend Box into discovery and knowledge management environments with integrations to solutions such as Relativity and Logikcull. For migration from legacy repositories, Box Shuttle provides tools to transfer large volumes of content while preserving metadata and permissions.
AI and Intelligent Agents
Box AI offers semantic search, summarization, and natural language Q&A across an organization’s stored content, improving the ability to locate and understand large volumes of documents. The system supports automatic metadata extraction and document classification, which enhances governance and retrieval. Box also provides AI-powered agents that can assist with drafting, reviewing, and identifying key insights in complex or lengthy materials. These tools deliver contextual recommendations and predictive analytics, enabling legal teams to accelerate document-intensive workflows with greater confidence.
Enterprise Administration and Reporting
Administrators have access to centralized controls for user and group management, with role-based permissions ensuring that individuals have only the access they require. Usage dashboards provide insight into collaboration patterns, storage consumption, and compliance with internal policies. Policy enforcement tools allow firms to apply rules across the enterprise, including retention schedules and sharing restrictions, which strengthen governance while maintaining flexibility. The platform is designed to scale from smaller practices to global deployments, supporting organizations as their needs evolve.
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