AI-Agents for Request Intake in Consulting working with Box
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send approved engagement agreements for signature and update the consultant.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
32 toolsSend engagement reviewers each new client file's name and link.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
27 toolsSend approved client engagement agreements to managers for signing.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
10 toolsSend approved engagement agreements to clients and record their signing links.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
14 toolsFind the right client project file for a colleague's request.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
10 toolsSend client engagement agreements and track pending signatures.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 toolsSend engagement agreements to approved consulting clients.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsSend approved engagement agreements to clients for signature.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
6 tools
