Practice Panther Integration

Our firm is currently trying to make the switch to Box for client information retention purposes. The root of the issue we are attempting to solve with Box is that we use PracticePanther to communicate with clients, but there is often confusion because of the integration. When they come on board, we ask that they fill out certain documents and return them to us, as well as send us additional documents in the future.

We currently use the secure message feature of PracticePanther to do so- but when clients login to their PracticePanther account, they see a "file Box" tab, and assume that they should use that instead. In an effort to make things easier for them, we want to set up Box to integrate so that we can eventually use this feature on PracticePanther to share and receive documents with clients. We started out with the base Box plan and tested this out, but the Box tab on PracticePanther prompted clients to create a box account to upload files. We have since upgraded to the Business plan on Box.

After speaking with a Box representative, I understand that in order to have clients send and receive documents, they will need an account with Box anyways. If we want to use the PracticePanther integration to have clients solely upload documents to us, will they need an account to use the integration? Please let me know if you can help me figure out the root of this issue.

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