# Box and Volty > Volty tells clients whether their documents have arrived and answers from your Box checklists. Volty tells clients whether their documents have arrived, reading only the Box folders the signed-in user can open. Talk to Volty · Free trial Updated 2 Nov 2026 ## A signed document Volty checks the client folder and confirms what arrived. TW Tom Walsh WhatsApp · Client Hi, did you receive my signed purchase agreement? I dropped it off yesterday. Searched Box · Clients / Tom Walsh / Signed purchase agreement.pdf · 30 Oct Volty Hi Tom, yes. Your signed purchase agreement was filed on 30 October. Ms. Harper will be in touch about the next step this week. Box file Signed purchase agreement.pdf Filed Folder Clients / Tom Walsh Uploaded by Front desk Uploaded 30 Oct Matter Property purchase Read from Box during the conversation ## What Volty does with Box Box is where many firms keep client files under strict access rules. Volty connects to Box with one sign-in and reads only the folders that sign-in can open. It can tell a client whether a document has arrived, and answer from the checklists and guides the firm keeps there. - Has my document arrived · Volty checks the client folder before it answers. - Checklists on hand · Volty answers what to bring from the checklist the firm keeps. - Box access rules · Volty sees only what the signed-in user can see. - Read only by default · Uploads and changes stay Off unless an admin turns them on. Connects with One Box sign-in Volty reads Files and folders Volty can change Off unless an admin turns them on Setup A few minutes Category Files & storage Volty sees only the folders the sign-in can open. ### What to bring Volty answers from the firm's checklist. DO Daniel Ortiz Email · Client What should I bring for the will signing next Tuesday? Searched Box · Guides / Will signing checklist Volty Please bring a photo ID and the full names of your executors and beneficiaries. The two witnesses are provided by our office. ## As an automation Describe it to Volty in a sentence; it drafts the automation and an admin turns it on. Document question to answer - When · A client asks · Did you get it? - Step 1 · Volty checks the folder · Under the firm's access rules - Step 2 · Answers · With the date it was filed - Step 3 · Brings in the lawyer · For anything beyond that Clients know what has arrived before they ask twice. ## How Volty connects to Box An admin signs in to Box from the Sources page. The sign-in decides which folders Volty can see, and the tool switches decide what it may do. - 01 · Sign in to Box · With the user whose folders Volty should read. - 02 · Turn on the reads · Searching and reading files. - 03 · Leave changes Off · Or turn one on, with approval. ### The tools Volty gets Each one is a switch on the Sources page in Volty. - Search files · Reads - Read a file · Reads - List a folder · Reads - Upload a file · Changes Reading tools can be turned on straight away. Anything that changes Box starts Off, and once on it can be set to check with staff, so each change waits for a colleague. ## Common questions ### Does Volty follow our Box permissions? Yes. Volty sees only the files and folders the user who signed in can open. ### Can Volty change records in Box? Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it. ### How much does it cost to connect Box with Volty? Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger. ## Related integrations - Dropbox Files & storage - DocuSign Files & storage - OneDrive & SharePoint Files & storage - Google Drive Files & storage - Outlook Email All integrations ## Start your free trial Talk to Volty · Start your free trial Sign up for our 7-day trial. No credit card needed. ## Not convinced? Hear more from our CEO and Volty The Leonard and Volty Show · 8 October 2026 ### Meta now charges for WhatsApp replies The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [Files & storage](https://voltade.com/integrations?category=files) - [DropboxFiles & storage](https://voltade.com/integrations/dropbox) - [DocuSignFiles & storage](https://voltade.com/integrations/docusign) - [OneDrive & SharePointFiles & storage](https://voltade.com/integrations/onedrive-sharepoint) - [Google DriveFiles & storage](https://voltade.com/integrations/google-drive) - [OutlookEmail](https://voltade.com/integrations/outlook) - [All integrations](https://voltade.com/integrations)