Document Management with Box

A popular document management application, Box balances ease of use with a high level of security so that you can quickly upload, store, and share documents on the go. With multiple layers of encryption and access controls, Box makes sure that you stay compliant and minimizes risk of data loss.

Box logo

Clio + Box

When you connect your Box account to your Clio account, you can share, manage, and sync client documents between the two. One useful thing about Box is that it lets you edit documents directly from its interface without making you open the document, make the changes, save it to your computer, then upload the new revised document.

  • Access and share matter documents from any device that’s connected to the Internet.
  • There’s no extra charge; this integration is part of your Clio subscription.
  • If you upload a document in Clio, it will show up in Box (and vice versa).

This is just one of many useful apps that Clio integrates with—sign up for a free trial and see how much more efficient it can make your practice today.

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