From staging the room to archiving it after closing, Boxes brings everything together in four integrated stages that guide you step by step.
Build your structure, upload documents, and configure permissions in a private workspace hidden from invitees — then open the room at the exact moment you choose.
A private workspace to organize folders, documents, and permissions at your own pace — then go live with one click, starting from ready-made templates for every deal type.
Configure once — control everything: custom branding, flexible security policies, session rules, and time-bound access with automatic expiry per room or per user.
Upload, index, and find anything in seconds — automatic numbering, full-text search that reads inside PDFs and scans (OCR), and one-click version rollback.
Granular control down to the last file — eight permission levels from fenced view-only to full control, reusable user groups, and secure invitations with mandatory 2FA.
Thousands of documents — instantly structured. Drag your full folder tree in; Boxes uploads, numbers, and indexes it automatically with duplicate detection built in.
Most teams stage and open their first room the same day they sign up — no technical skills required.
Try it freeChecklists, structured Q&A, signatures, and secure sharing — every party moves forward without the email threads.
Ready-made templates for sell-side, buy-side, and fundraising. Every item links to its documents, with a live progress board and automatic reminders for late parties.
Structured questions, faster answers — smart routing to the right expert, multi-level approval before answers go out, and similar-question alerts that kill duplicates.
Sign and approve without leaving the room — defined signer sequences, automatic reminders, and a legally robust log proving who signed, when, and on which version.
Share securely without opening the whole door — governed links with permission and duration controls, instant revocation, and full open-tracking in the activity log.
Never miss a step — assign tasks with deadlines, choose the events you get alerted about, and receive digest summaries without entering the room.
Buyers, lawyers, and advisors work in the same structured flow — no version confusion, no lost threads.
See it liveAnalytics that reveal intent, logs that satisfy regulators, and archives that outlive the deal.
Live dashboards show who viewed what, when, and for how long. Engagement scoring measures each bidder's seriousness, with exportable reports for your board.
All your deals on one board — track every project's stage from one screen, clone structures into new deals instantly, and govern access portfolio-wide.
After closing, everything stays preserved — a complete copy of documents, Q&A, and logs as a digital archive or secure physical drive, ready for any future audit.
Every action documented and time-stamped — views, downloads, prints, and permission changes in a tamper-proof log, exportable for any regulatory submission.
AES-256 encryption, Fence View, dynamic watermarks, screenshot blocking, two-factor authentication, and trusted-IP restrictions — at every stage.
Explore the security centerEngagement analytics reveal which bidder spent three hours in your financials — and which one never opened them.
See the dashboardsOur own AI agent, built into the platform and living nowhere else — your documents never leave the room.
The Boxes AI agent is our own — built into the platform, exclusive to it, with no presence outside it. It reads your entire room and answers your questions, while your data stays exactly where it is.
Get an accurate summary of any document or folder in seconds — hours of reading compressed into a brief your team can act on.
Ask in natural language and receive answers with in-room source references pointing back to the original file — verify in one click instead of one hour.
The agent proposes an organized structure and sorts your documents automatically — your room takes shape before you finish your coffee.
Your deal travels with you — review documents, approve answers, and follow activity from your phone with biometric authentication and offline mode.
No third-party AI services touch your documents. Analysis runs inside the platform, under the same in-Kingdom hosting and permissions as everything else.
Try Boxes AITwenty minutes with our team — or explore it yourself with a fully functional free trial.