Professional Services
Turn firm expertise into secure,
scalable client outcomes
Turn your firms’ content into a competitive edge
Accounting, consulting, and legal firms compete on expertise, and that expertise lives in your firms’ unique content. With the power of AI, you can harness the context of all that valuable data, but not if it’s trapped in emails and personal drives. Box provides a single, governed platform for your professional services content. We help you turn your expertise into AI-powered workflows that automate routine delivery and build secure client partnerships that scale.
Secure collaboration
with your clients
Secure every interaction between your firm and your clients, from proposal to delivery to strategic advisory. Box gives professional services teams one governed platform to edit, review, and share content with clients and AI agents alike, transforming firm expertise into action while enforcing continuous compliance and flexible governance policies that build client trust.
Protect and harness
your firm's knowledge
Extract, classify and bring trusted client data to AI without introducing more risk. Surface matter content, summarize filings, and ask questions across proposals instantly. Turn document-heavy work into searchable, automated workflows pulling structured data from every file, while preventing accidental overexposure.
Scale delivery with
AI-powered workflows
Deliver AI-driven workflows without exposing privileged client data. Orchestrate agentic workflows that compress delivery times with triggered document events, classified content, and executed multi-step tasks with real-time audit trails.
Sign engagements faster
Accelerate client onboarding and engagements with secure, compliant e-signatures in Box Sign
Customize your workspaces
Centralize proposals, deliverables, and playbooks in secure, searchable Box Hubs
Choose from 1,500+ integrations
Let consultants work the way they want with 1,500+ integrations, from Microsoft to Salesforce
Enterprise-grade protection built for your clients
Build adaptive governance, continuous compliance, and real-time audit trails into every workflow, so client data stays protected and every AI-driven outcome is transparent and enterprise-ready.
Institutional knowledge and IP
Transform individual expertise into reusable, AI-ready intellectual property by centralizing unstructured data
Routine delivery workflows
Streamline delivery timelines with autonomous AI agents, and orchestrate agentic workflows within core operations
Client partnerships
Protect client data with continuously enforced retention, sensitivity classification, and access controls without introducing operational friction
Client intake and onboarding
Streamline client intake and service request management natively with Box
Custom AI deployments
Build proprietary AI agents tailored to specific workflows, grounded in content from your data repositories
Outcome based delivery
Leverage AI to deliver faster, higher-quality results to clients at a lower internal cost
One platform. Any AI Agent.
Ready to transform how you work with content?