Zocks

Connect Box to Zocks to link client folders to contacts, save meeting summaries, prep, forms, and document summaries directly to Box, and import documents for processing without leaving Zocks.

Box Integration with Zocks

AI Assistant powered Document Intelligence

Document Extraction in Zocks

Seamlessly convert intake forms and related documents into fully structured records for your CRM, Financial Planning, or Portfolio Planning tools

How to create a new contact from a client document?

How to fill out your documents with Zocks' AI intelligence

Fill out PDF template files with Zocks

Extract data and fill documents with Zocks AI.

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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