01
Research and explain
Gather approved sources, read the relevant files, compare what they say, and produce a cited brief or recommendation.
Example: research a matter and combine the findings with the case file.
Use AI Without Risking Your Data
Boxwood provides you with access to custom, AI tools secure enough for even HIPAA compliance. Now your team can stay ahead while staying secure. Boxwood can help your team with all kinds of tasks: for example our reconciliation tool, which is excellent at linking insurance payments to your claims, chasing down denials, flagging claims that were paid less than your contract says, and checking patient coverage. Your files remain stored on your system. Boxwood sends the content needed for each task to your practice's private Azure OpenAI deployment—not a public chatbot.
Start small: one task your team already knows. Add more when the result works.
General-purpose agent
Research, create documents, use approved tools, and save repeatable tasks.
What Boxwood can do
Boxwood isn't a one trick tool.
These six examples show the kinds of work you can give it.
Boxwood can open files, use tools, and create the finished document or spreadsheet.
02
Review and compare
Work through documents, records, contracts, bills, ledgers, or datasets and surface the differences that need attention.
Example: compare remittance files, billing exports, and deposits.
03
Create finished work
Draft and revise reports, letters, spreadsheets, presentations, checklists, and other deliverables—not merely an answer in a chat window.
Example: turn a folder of source material into a review-ready report.
04
Work through approved tools
Use the software and information sources you approve to complete a job that spans several steps or applications.
Example: collect information, update a working file, and prepare the result.
05
Build an internal tool
Turn a process into a tailored app or agent for your organization instead of buying another narrow piece of software.
Example: build a small tool around the way your team already works.
06
Reuse the work
Take a process that worked once and make it repeatable, so you or your team can run it again with new inputs.
Example: turn a successful research process into a reusable agent.
Product overview
Watch Boxwood review records and prepare a result you can check.
The video uses record reconciliation because the result is easy to judge. The same app can research a question, read a folder of files, prepare a document or spreadsheet, use an approved tool, and save the steps for reuse.
Read the video transcript
Professional firms are full of work that should already be automated: reconciling records, reviewing documents, and checking files across systems. AI can do the work, but ordinary AI tools cannot be given patient records, client files, or confidential financial information. That is where Boxwood comes in. You choose the records and the task. Source files and finished work stay in your environment. When the task needs AI, Boxwood sends only the information required for that step through your organization's Azure OpenAI account. Use it to research, review files, compare records, create reports or spreadsheets, or build a repeatable tool for your team. Each result links back to its source, so you can check the evidence yourself. Boxwood gives you a practical way to automate work that ordinary AI tools cannot be approved to handle.
demo.mp4
For legal, IT, and compliance review
Boxwood keeps confidential data secure.
Your files are stored on your local system. Boxwood sends the content needed for each task to your protected Azure OpenAI deployment for processing.
How HIPAA compliance applies to an AI agent ->01
Files are stored locally
Source files, artifacts, credentials, and work history remain in the local workbench. Boxwood sends task context to your Azure OpenAI deployment for processing.
02
AI requests use your approved account
Approved inference context uses your organization's configured Azure OpenAI deployment.
03
The result stays inspectable
Boxwood links findings to their source so the person using the agent can check the evidence.
04
Access is scoped
Agents and tools work from the files and permissioned connectors selected for the workflow.
Pricing
One seat is $995 a year.
Bring us a normal workday. We will identify the repetitive tasks, choose one with a clear result, and set it up with you.
The $995 covers the Boxwood license and product updates. You create and pay for your own Azure OpenAI account; Microsoft bills you separately for the AI usage.
Recommended for most teams
Walk through your day. Find the work Boxwood should take off your plate.
In 90 minutes, we walk through how you actually work, identify the repetitive and time-consuming tasks Boxwood can handle, choose the best place to start, and set up the first task with you.
01
Map the work in your day
02
Choose the tasks worth automating
03
Set up the first task together
If you already know how to scope tools, files, and review points for an agent, you can self-install. Otherwise, the session gets your first working process in place.
$995 / seat
Annual Boxwood license and product updates. Azure OpenAI usage is billed separately through your own Microsoft account.
$500 once
The recommended 90-minute workflow discovery, installation, and coaching session for one person. Add $250 for each additional attendee.
Self-install
Available if you are already comfortable finding and designing agentic workflows on your own.
Other confidential work
Start with the page closest to your work.
Each page shows concrete examples for medical, financial, and legal teams. Boxwood itself is the same adaptable workbench.
Pilot inquiries
Bring one task your team already knows how to check.
Research a case, review documents, compare records, update a spreadsheet, or build a reusable internal tool. We will run your example through Boxwood and show you the result, the source trail, and where the information went.