Box

Reads intake forms and documents uploaded to Box, flags missing required fields, checks PEP/sanctions status, and surfaces conflict-of-interest red flags before assigning to an attorney.

Defines the governance model, risk ratings, metadata schema, and collaboration roles for running legal document review and approval inside Box without losing audit trails or confidentiality controls.

Wires Box uploads, folders, searches, and AI retrieval into Claude — handles auth, folder trees, shared links, metadata, and event triggers without boilerplate.

Scans your Box folder for new contracts, compares each against your firm template, and highlights risky deviations in indemnification, liability, and termination clauses with suggested edits.

Builds a Box folder structure with numbered due-diligence sections, assigns role-based access to counsel and buyers, and locks down permissions so no document leaves the room unlogged.