AI-Agents for Document Filing working with Box

Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.

Send Agreement for Signature

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 tools
Request Renewal Signatures

Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.

Works with26 tools
Save Email Attachments

Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.

Works with12 tools
Request Manager Signature

Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.

Works with10 tools
Create Project Folders

Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.

Works with15 tools
Sort Project Files

Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.

Works with18 tools
File Signed Agreements

Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.

Works with5 tools
Send PDF Signature Requests

Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.

Works with14 tools
File Signed Agreements

Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.

Works with5 tools
File Signed Confidentiality Agreements

Your signed confidentiality agreement and proof sit together on the right matter. Its owner gets an email showing where to find them.

Works with5 tools
Request Agreement Signatures

Your signers get the agreement to sign, and you can see the request link and sent status on the case.

Works with10 tools
Request Partner Signatures

Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.

Works with6 tools
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