Contract lifecycle management automation with Box — see how CNM did it. Watch how CNM, a US technical advisory firm, used Box Relay, Box Metadata, and Box Document Generation to eliminate MSA bottlenecks and give every internal team real-time contract visibility. Learn more at box.com. CNM is a technical advisory firm serving small to medium-sized clients across the United States. Like many professional services organizations, CNM faced a challenge that slowed work across multiple teams: when a new client engagement began, the first step was executing a Master Service Agreement, but no one had visibility into where that contract was in the process, what stage it had reached, or when it would be signed. Teams were waiting, work was stalled, and the bottleneck was invisible. To solve this, CNM turned to Box. Already a Box customer, the team decided to go deeper, training staff on Box AI capabilities and building a purpose-built contract lifecycle management workflow using three Box products working together: Box Relay, Box Metadata, and Box Document Generation. Here's how the workflow operates: when CNM begins a new client engagement, a partner fills out a Box Relay form with the relevant client information. Box Document Generation automatically produces the MSA from that input, no manual drafting, no version confusion. From there, the team uses Box Metadata to tag key information within each MSA, tracking its status, stage, and lifecycle in real time. That metadata feeds directly into a Box web app and dashboard that all internal teams can access, giving everyone, from operations to delivery, a live view of where every contract stands. The result: CNM increased productivity, changed how their teams work, and eliminated the friction that had previously blocked downstream work from starting. The solution didn't require adding headcount or building custom infrastructure from scratch. It was built on Box capabilities the team learned to use through hands-on support from Box engineering, solution architects, and product teams. CNM's story is a direct example of what Box describes as "mine intelligence and transform workflows", using metadata-driven automation to turn document-heavy processes into governed, visible, and scalable operations. For professional services firms managing high volumes of client agreements, this approach offers a replicable model: centralize contracts in Box, automate generation and tagging, and surface status through a dashboard that keeps every team aligned. This video is relevant for IT decision-makers, operations leaders, and professional services firms evaluating contract lifecycle management tools, workflow automation platforms, and AI-powered document management solutions. FAQs: Q: What Box products did CNM use to build their contract management workflow? A: CNM used Box Relay, Box Metadata, and Box Document Generation together to automate MSA creation, track contract lifecycle stages, and surface status through a web app and dashboard. Q: What problem was CNM trying to solve? A: CNM's internal teams had no visibility into where a new client's MSA was in the signing process. Multiple teams were waiting on contracts with no way to track progress, creating bottlenecks across the business. Q: How does the automated MSA workflow actually work? A: A partner fills out a Box Relay form with client information. Box Document Generation uses that input to produce the MSA automatically. Box Metadata then tags the document with lifecycle information, which feeds into a dashboard all internal teams can access in real time. Q: Do you need to be a large enterprise to implement this kind of workflow? A: No. CNM serves small to medium-sized clients and built this solution as an SMB-scale advisory firm. Box's workflow tools are designed to be accessible without requiring a large IT team or custom infrastructure build. Q: What role did Box's professional services team play? A: Box's engineering teams, solution architects, and product teams worked directly with CNM to help them understand and maximize the value of Box's capabilities. CNM credits this partnership as essential to their success. Q: Can this workflow approach apply to contract types beyond MSAs? A: The transcript focuses on MSAs, but the underlying approach — using Box Relay for intake, Box Document Generation for creation, and Box Metadata for lifecycle tracking — is applicable to other agreement types such as NDAs, vendor contracts, and service agreements.

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