Overview

Read, classify, and file documents with retention rules.

  • · OAuth or service-account auth
  • · Permissions inherited from your IdP
  • · Full audit trail per action

Agents that use Box

Compliance

Export control & audit trails

Semiconductors

Documentation

Specs & datasheets in sync

Semiconductors

Due diligence

Data rooms at deal speed

Financial Services

Financial modeling

LBO, DCF, sensitivities

Financial Services

Investor reporting

Quarterly updates & attribution

Financial Services

Regulatory compliance

Filings & controls monitoring

Financial Services

Client presentations

SteerCo-ready materials

Consulting

Deliverable creation

Client-ready decks & memos

Consulting

Due diligence

CDD summaries under deadline

Consulting

Financial modeling

Scenario models from source data

Consulting

Research & discovery

Expert views into insight packs

Consulting

Regulatory compliance

Spectrum & licensing obligations

Telecom

Document processing

Extract, classify & route

Public Sector

Grant management

Applications through closeout

Public Sector

Policy analysis

Rules & impact briefings

Public Sector

Public records

FOIA search & redaction

Public Sector

Regulatory compliance

Audit-ready documentation

Public Sector

Compliance

Policy monitoring & audit prep

Business Operations

Process documentation

SOPs & workflow mapping

Business Operations

Reporting

Board-ready consolidation

Business Operations

Vendor management

Performance & contract tracking

Business Operations

Client QBR prep

Quarterly reviews in minutes

Insurance BPO

Document triage

Classify & route incoming docs

Insurance BPO

Case management

Deadlines & chronology

Legal

Compliance monitoring

Regulatory change tracking

Legal

Contract review

Standard positions & redlines

Legal

Document drafting

Briefs, motions & agreements

Legal

Due diligence

Transaction document review

Legal

E-discovery

Privilege & production prep

Legal

Legal research

Memos with citations

Legal

Risk assessment

Exposure analysis & mitigation

Legal

Connect Box to Context.

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