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Box connector for Attorly

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Short answer

The Box connector lets you sign in to your Box account, browse it from inside Attorly and import the documents you select into a case, your library or a due diligence project. Each import becomes an ordinary Attorly document: encrypted at rest and analysed like an upload. It reads only; nothing is written back to Box. Connectors are part of the Pro and Enterprise plans; Box is switched on per firm on request.

What it does

  • Sign in to Box with OAuth from Settings › Integrations, or straight from the «Import from cloud» button in a case.
  • Browse the folders of your Box account.
  • Select up to 500 files per import. They are copied into the case as a batch import, then categorised and analysed.
  • Imported documents behave like uploads: they are analysed, searchable, and can join a Tabular Review and due diligence reports.

Set it up

  1. Ask for the connector

    Box is switched on per firm: contact support and we enable it for your organisation. Connectors are part of Pro and Enterprise.

  2. Connect Box

    Open Settings › Integrations › Cloud connectors (or «Import from cloud» in a case) and complete the sign-in in the pop-up window with an account that can see the documents.

  3. Pick and import

    Browse to the documents, select them and start the import. Each file shows up as a document as soon as it is in.

Limits

  • Pro and Enterprise plans, and only once Attorly has switched the connector on for your firm.
  • Read-only: no write-back of documents, versions, comments or metadata.
  • Each file must be 10 MB or smaller and of a supported type (PDF, Word, text, spreadsheets, slides or images).
  • Imports are one-off copies, not a live sync. Re-import a document to pick up a newer version.

Security

  • Attorly stores the Box access token encrypted and uses it only to list and download the files you choose.
  • Imported documents are encrypted at rest and in transit, like any upload.
  • To revoke access, remove the Attorly app in Box’s own settings, or ask support to delete the stored connection. Deleting your Attorly account deletes it too.

Frequently asked questions

Which Box files can I see?
The files and folders the Box account you sign in with can access.
Is Box available on Pro?
Yes. Cloud connectors are part of Pro and Enterprise. Importing into a due diligence project additionally needs Enterprise, which includes due diligence.

Related pages

Use Box with Attorly

Tell us which systems you use and we switch the connector on for your firm.

Contact sales