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The AI You Already Use Should Know What's in Your ShareFile. Now It Does.

Connect ShareFile to Context Box for cited answers
in ChatGPT, Claude, or any AI tool client your team uses.

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Your AI Isn't the Problem. Your ShareFile Archive Is Invisible to It.

Without Progress Context Box
With Progress Context Box

Digital transformation is one of the most important investments an organization can make in today's competitive landscape.

We will help you assess where you are, define where you want to go and build a plan to get there. Our consultants bring deep expertise across industries and will work collaboratively with your team to drive meaningful change.

We look forward to supporting your journey.

The Problem Isn't the Platform. It's the Split.

Latitude's wholesale and DTC teams are running on different margin models. Every tech decision made before fixing that will fail—the same way the last two did.

What We Do First

Run the Williams Diagnostic across both teams. One P&L view before anyone touches a vendor contract. This is the sequencing Holloway Group missed for 14 months. We fixed it in one workshop.

What That Unlocks

Platform decisions that stick. Internal alignment that doesn't fall apart in implementation. A timeline measured in weeks, not quarters.

Why Now

Meridian is already six months in. The cost of another failed implementation is higher than the cost of pausing to do this right.

Results:

Twenty Minutes. Four Open Tabs. Still No Answer.

Results:

One Question. One Cited Answer. Straight From the File You Already Have.

No More Manual Exports:

Connect ShareFile once. Every contract, case file, and client folder is searchable, no re-uploading, no separate copy to manage.

No More Generic Outputs:

AI — ChatGPT, Claude, or whatever your team already uses — that knows your clients, your matters, and the documents your firm has actually produced, not the open internet.

No More Institutional Knowledge Walking Out the Door:

Your ShareFile archive becomes a shared knowledge layer that stays with the firm, even when the person who knew where everything was moves on.

One Knowledge Layer. Every Тool.
Every Person on Your Team.

Set it up once and your whole team works from the same context, immediately.

Legal Teams
Before

An associate opens three or four files in ShareFile to find one precedent clause, then does it again for the next matter.

After

Connect Context Box to ShareFile once. Ask for the clause, the precedent, or the filing, and get a cited answer straight from the matter file.

Real Estate Teams
Before

Every time a question comes up about a property, a lease term, or a prior deal, someone reopens the same folders in ShareFile to find it.

After

Your ShareFile property files, leases, and contract libraries become one searchable knowledge layer. Ask the question, get the cited answer.

Financial Services Teams
Before

Diligence and client research sit in ShareFile, but pulling together an answer still means opening files by hand, one at a time.

After

Connect your ShareFile research and client documentation once. Ask a diligence question and get an answer grounded in the source material.

Professional Services & Consulting Teams
Before

A new hire spends weeks getting up to speed on client history and methodology that's been sitting in ShareFile the whole time.

After

Connect ShareFile once. New team members query years of prior engagements and get answers grounded in your firm's actual work, not a two-week ramp-up.

Get started

How To Set Up The Product

Explain the setup of Context Box in the context of Claude.

1

Create
your Context Box

Sign up for a free account. Takes less than a minute.

2

Connect your ShareFile account

Authorize once via OAuth. Context Box syncs your ShareFile folders automatically, initial and ongoing, no manual export, no engineer required.

3

Connect via MCP

One connection string. Paste it into the settings of any MCP-enabled AI tool — Claude, ChatGPT, or whatever your team uses — and Context Box appears as a connected tool. Under two minutes.

4

Ask Like
You Would Anyway

Open your AI tool of choice. Ask your question. It routes to your Context Box, retrieves the actual ShareFile document, and answers with the source cited, not the internet.

Privacy & Security as Core Principles

Empower your apps to improve operational efficiencies and streamline complex decision processes with automated machine learning and business rules.

ssl

Enterprise-Grade Retrieval for Your ShareFile Archive. Without the Enterprise Sales Call.

Introductory Offer

Legal, real estate, financial services, and professional services teams already running on ShareFile.

$ 50

monthly

Get Started
  • Connect ShareFile once, searchable everywhere
  • Works with Claude, ChatGPT, Cursor & Bolt
  • Live in minutes, no IT project required
  • Every answer cited back to the ShareFile document it came from
  • Your files stay in ShareFile — nothing new to migrate or maintain

Ready to Get Started?

One ShareFile connector. Every AI tool.
Every answer cited.

Get Started
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