Document storage
Docket Build + Box
Governed document storage for firms with corporate security requirements.
- Setup time
- ~8 min
- Direction
- Two-way
- Objects synced
- 5
- Data flows
- 3
How it works
Firms serving enterprise clients often store matter documents in Box for its retention and legal-hold controls. Docket Build honours Box retention policies and legal holds — held documents are read for assembly but never copied outside the retention boundary you configure.
Data flows
- Box → Docket Build
Folder contents
Documents in scoped folders with metadata templates
- Box → Docket Build
Metadata
Box metadata template values mapped to assembly variables
- Docket Build → Box
Assembled packet
Binder written back with retention policy applied
What starts an assembly
- File uploaded to a scoped folder
- Metadata field set to a mapped assembly value
- Manual assemble
Box specifics.
Documents under legal hold are read-only inputs. Docket Build never modifies, moves or deletes a held file, and the assembled output inherits the same retention policy.
Also in this category
Document storage
All connectors →
Start free trial
Stop losing flat-fee profit to manual PDF formatting.
Upload one messy client folder. Get back an audit-ready, Bates-stamped exhibit packet with a two-tier index and a matched cover letter — in about three minutes.
14-day free production trial · no card · real matters · no watermark
Software for licensed attorneys. Not legal advice.