To unlock the full power of PracticePro, you'll need to integrate with Box.com. All of your files will be stored with enterprise-grade AES-256 encryption.
Sign up for a Box Business account. Make sure to invite all your law firm users to your Box Business account.
Note: We recommend a Box Business, Business Plus, or Enterprise account for the best experience with PracticePro. You may experience issues if you use a Box Starter account.
Once you have your file management account on Box, we'll need to authenticate it with PracticePro.
Connect Your Box Account With PracticePro
In the right-hand side, click your name to access the navigation menu. Then click "Account".
On your member profile page, click on "Integrations" tab
Under Box, click the "Connect" button
You will be redirected to the Box website and be prompted to login
Login to Box to confirm that you want to integrate with PracticePro
You will be redirected back to PracticePro integrations page
You will see that you are now connected with Box and you can disconnect at any time.
You can now start using Box to manage your documents and files right within each client and matter in PracticePro.
Visit any "Files" tab on any matter or client. You'll be able to create documents, preview documents, send them out for digital signatures....all with enterprise-grade security!