Caddi + Box: turning managed content into action. Law firms and RIAs use Caddi to extend the value of Box by automating the workflows around their documents: Box is the source of truth, and Caddi agents help teams process content, execute firm-specific workflows, and keep connected systems in sync. Caddi - September 2, 2026 Caddi integrates with Box's Intelligent Content Management platform to automate content-driven workflows. Firms that manage their documents securely in Box can train Caddi agents on the work that surrounds those documents, the way they would train a new hire, and then let the agents execute those workflows consistently and transparently. Business documents often arrive through email, e-signature platforms, and client portals. Once they are saved in Box, Caddi can support additional workflow steps such as applying metadata, extracting key information, updating a CRM or matter-management system, and notifying the right people. Caddi helps automate these downstream workflows while Box remains the trusted system for managing and securing the underlying content. "In legal, the problem has never been a lack of information, it's that the information firms already have is scattered across emails, attachments, matters, and disconnected systems. That fragmentation makes it harder to turn institutional knowledge into something the firm can actually use. By securely connecting Caddi's agents with Box, firms can bring automation directly to their enterprise content, organizing and governing information while creating a trusted foundation for AI to put that knowledge to work." Tara Daisy, Managing Director of Legal at Box Together, Box and Caddi create a connected content workflow. Box provides the secure content foundation, collaboration capabilities, permissions, and governance, while Caddi agents work with that content to execute firm-specific processes, extract information, and keep related systems aligned. A few of the agents its customers run today: * Signed-document workflows. When an executed agreement is saved to Box, the agent applies the firm's metadata, updates the related CRM record, and notifies the owner. * Account opening. The agent reads account-opening paperwork managed in Box, extracts the required details, and creates the linked household, person, and new-account records in the CRM. * Content organization. On a nightly schedule, the agent can help apply naming conventions, identify duplicate copies, and route documents under the firm's filing rules. RIAs especially feel this. Custodian paperwork, new account forms, and signed agreements move through an advisory firm every day, and each one may trigger important follow-up work across the CRM and portfolio system after it is securely managed in Box. Law firms see the same pattern with engagement letters and matter documents. In both cases the division of labor is clean: Box is where content is managed, secured, and collaborated on, and Caddi provides the agents that help organizations put that content to work through consistent, repeatable, and logged workflows. See what firms automate on the Caddi + Box integration page, or sign up free and train your first agent on the filing work your team does today. Do more with less See Caddi in action. Tell Caddi Technologies, Inc. where to reach you and the calendar opens right here. In 30 minutes Caddi Technologies, Inc.'ll show you how Caddi automates the back-office work that grows with your clients - built, run, and maintained for you. S M T W T F S Enter your email to see available times

Box reported second-quarter revenue of $321.15 million, surpassing the Street estimate of $319.09 million. Adjusted earnings per share of $0.40 matched consensus estimates. The cloud computing company raised its full-year revenue guidance to $1.29 billion from $1.28 billion. Following the results, analysts raised their price targets. UBS lifted its target to $37 from $29 with a neutral rating, noting that Box delivered accelerating growth. However, UBS said it wants additional evidence that recent momentum can be sustained. Citi raised its price target to $40 from $37 with a buy rating, expecting further upside as Box's agentic automation, security, and governance use cases gain traction. Box shares rose over 3% in Wednesday's pre-market trading.

Box will report its Q2 earnings results on Tuesday after the market closes. The cloud content management platform beat revenue expectations last quarter, posting $305.9 million in revenue, up 10.7% year on year. Analysts expect Box's revenue to grow 8.6% year on year this quarter, roughly in line with the 8.9% increase from the same period last year. Analyst estimates have remained stable over the past 30 days, and Box has historically exceeded Wall Street's expectations. Box's shares have risen 10.5% over the past month, slightly underperforming the productivity software segment average of 16.4%. The current share price of $33.32 is essentially at the average analyst price target of $33.25.