How CNM sped up client onboarding 40% with Box AI

CNM, a technical advisory firm for small and mid-sized businesses in the US, embarked on a transformative journey to address inefficiencies in its workflows, particularly in contract management and client onboarding processes. As part of its vision to become a "firm of the future" and enhance trustworthiness, CNM integrated AI capabilities from Box, which led to a 40% increase in client onboarding speed by automating contract processes. Previously, CNM faced challenges like limited visibility into contract statuses and manual follow-ups that caused delays. By using Box's workflow automation tools and encouraging a culture of experimentation, CNM improved transparency and efficiency, reducing guesswork for teams. The firm plans to further integrate automation tools and AI features, aiming for greater operational efficiency and exceptional client service.

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