box-legal-workflows-ma

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🇺🇸

Original

English

🇨🇳

Translation

Chinese

M&A Deal Room Management

M&A交易室管理

PREREQUISITES:
Use the
box
skill for Box MCP auth, tool selection, and base workflows. If it is not installed, run:
npx skills add https://github.com/box/skills --skill box
Use the
box-legal-workflows
skill for Box collaboration role definitions, Box AI usage boundaries, and reusable confirmation phrasings. If it is not installed, run:
npx skills add box/skills --skill box-legal-workflows

Build and run an M&A data room in Box: create the folder hierarchy, scope role-based access with Box collaborations, validate permissions before sharing, and answer due-diligence questions with Box AI plus citations. This skill is the deal-room-specific recipe; the underlying Box tool mechanics live in the capability references below. Deal risk, materiality, and terms are attorney calls. Not legal advice.

前置要求：
使用
box
skill 进行Box MCP身份验证、工具选择和基础工作流。若未安装，请运行：
npx skills add https://github.com/box/skills --skill box
使用
box-legal-workflows
skill 了解Box协作角色定义、Box AI使用边界和可复用的确认话术。若未安装，请运行：
npx skills add box/skills --skill box-legal-workflows

在Box中构建并运行M&A数据室：创建文件夹层级结构，通过Box协作划定基于角色的访问范围，在共享前验证权限，并使用带引用来源的Box AI解答尽职调查问题。此skill是专门针对交易室的操作方案；底层Box工具机制详见下方功能参考。交易风险、重要性判断和条款解释均由律师决定，不构成法律建议。

Box capability references

Box功能参考

Reach for these for tool mechanics rather than restating them here:

The
```
box
```
skill's
```
references/content-workflows.md
```
— create the folder hierarchy, upload/copy, classify-and-file submissions
The
```
box
```
skill's
```
references/collaboration.md
```
— role-based access, shared links, permission audits (
```
list_item_collaborations
```
)
The
```
box
```
skill's
```
references/mcp-search.md
```
— locate documents, folder-scoped search
The
```
box
```
skill's
```
references/ai-and-retrieval.md
```
— due-diligence Q&A and term extraction with citations

请参考以下内容了解工具机制，此处不再赘述：

```
box
```
skill 的
```
references/content-workflows.md
```
—— 创建文件夹层级、上传/复制、对提交内容进行分类归档
```
box
```
skill 的
```
references/collaboration.md
```
—— 基于角色的访问、共享链接、权限审计（
```
list_item_collaborations
```
）
```
box
```
skill 的
```
references/mcp-search.md
```
—— 文档定位、文件夹范围搜索
```
box
```
skill 的
```
references/ai-and-retrieval.md
```
—— 带引用来源的尽职调查问答与条款提取

Folder structure

文件夹结构

Create the tree using the MCP tools in the

box

skill's

references/content-workflows.md

(top-down, parent before child; reuse the existing folder on a

name conflict). Confirm the firm's template first. Example numbered structure — numeric prefixes keep ordering consistent and segregate external submissions:

[Deal Name] M&A Deal Room/
├── 01 - Financial Statements/
├── 02 - Legal Documents/
├── 03 - HR & Employment/
├── 04 - Intellectual Property/
├── 05 - Commercial Contracts/
├── 06 - Real Estate & Assets/
├── 07 - IT & Cybersecurity/
└── 08 - External Submissions/

使用

box

skill 的

references/content-workflows.md

中的MCP工具创建目录树（自上而下，先父后子；若出现

名称冲突，则复用已有文件夹）。请先确认公司的模板。以下是编号结构示例——数字前缀可保持排序一致，并区分外部提交内容：

[Deal Name] M&A Deal Room/
├── 01 - Financial Statements/
├── 02 - Legal Documents/
├── 03 - HR & Employment/
├── 04 - Intellectual Property/
├── 05 - Commercial Contracts/
├── 06 - Real Estate & Assets/
├── 07 - IT & Cybersecurity/
└── 08 - External Submissions/

Access model

访问模型

Scope access least-privilege and folder-specific rather than root (role capabilities and external-sharing confirmation rules are in the

box

skill's

references/collaboration.md

and the bundled

box-legal-workflows

skill). Example deal-room mapping (confirm with the user):

Internal: Deal Lead → Editor/Co-Owner on root; Finance → Viewer on Financial Statements; Legal → Editor on Legal Documents.
External: External Counsel → Uploader on their own folder; Auditors → Viewer on Financial Statements; Prospective Buyer → Viewer on a curated subset, not the full room.

遵循最小权限原则，按文件夹而非根目录分配访问权限（角色权限和外部共享确认规则详见

box

skill 的

references/collaboration.md

以及配套的

box-legal-workflows

skill）。以下是交易室权限映射示例（需与用户确认）：

内部：交易负责人 → 根目录的Editor/Co-Owner；财务团队 → 财务报表文件夹的Viewer；法务团队 → 法律文档文件夹的Editor。
外部：外部法律顾问 → 其专属文件夹的Uploader；审计师 → 财务报表文件夹的Viewer；潜在买方 → 精选子集文件夹的Viewer（而非整个数据室）。

Tool selection

工具选择

Deal-room task	Tool	Notes
Create folders	`create_folder`	Batch the hierarchy, top-down
Add files	`upload_file` / `copy_file`	New uploads or copy existing Box files
Grant access	`create_collaboration`	Confirm first for any external party
Shared link	`add_folder_shared_link`	Confirm audience/expiration
Audit/verify access	`list_item_collaborations`	Before and after external changes
Find docs	`search_files_keyword`	Scope with `ancestor_folder_id`
Due-diligence Q&A	`ai_qa_multi_file`	Cross-document; surface citations
Extract terms	`ai_extract_structured_from_fields_enhanced`	Persist with `set_file_metadata`
Classify submissions	`ai_qa_single_file`	Then `copy_file` into the right folder

交易室任务	工具	说明
创建文件夹	`create_folder`	自上而下批量创建层级结构
添加文件	`upload_file` / `copy_file`	上传新文件或复制已有Box文件
授予访问权限	`create_collaboration`	对任何外部方授权前需先确认
共享链接	`add_folder_shared_link`	确认受众/过期时间
审计/验证访问权限	`list_item_collaborations`	外部变更前后均需执行
查找文档	`search_files_keyword`	使用 `ancestor_folder_id` 限定搜索范围
尽职调查问答	`ai_qa_multi_file`	跨文档；展示引用来源
提取条款	`ai_extract_structured_from_fields_enhanced`	通过 `set_file_metadata` 持久化存储
提交内容分类	`ai_qa_single_file`	随后通过 `copy_file` 移入对应文件夹

Workflow

工作流

Setup: create the folder tree → grant internal access with
```
create_collaboration
```
. [CONFIRM: structure, emails/roles]
Populate:
```
upload_file
```
/
```
copy_file
```
; classify submissions with
```
ai_qa_single_file
```
, then
```
copy_file
```
into the right category folder.
External access:
```
list_item_collaborations
```
(audit) → [CONFIRM: who, folders, permission, expiration] →
```
create_collaboration
```
or
```
add_folder_shared_link
```
→
```
list_item_collaborations
```
(verify).

Due diligence:

search_files_keyword

(folder-scoped) →

ai_qa_multi_file

→ present the answer with citations;

ai_extract_structured_from_fields_enhanced

for terms →

set_file_metadata

to persist.

设置阶段：创建文件夹树 → 使用
```
create_collaboration
```
授予内部访问权限。[需确认：结构、邮箱/角色]
内容填充阶段：执行
```
upload_file
```
/
```
copy_file
```
；使用
```
ai_qa_single_file
```
对提交内容进行分类，再通过
```
copy_file
```
移入对应分类文件夹。
外部访问阶段：执行
```
list_item_collaborations
```
（审计） → [需确认：人员、文件夹、权限、过期时间] → 执行
```
create_collaboration
```
或
```
add_folder_shared_link
```
→ 执行
```
list_item_collaborations
```
（验证）。
尽职调查阶段：执行
```
search_files_keyword
```
（文件夹范围） → 执行
```
ai_qa_multi_file
```
→ 展示带引用来源的答案；使用
```
ai_extract_structured_from_fields_enhanced
```
提取条款 → 执行
```
set_file_metadata
```
持久化存储。

Legal guardrails

法律护栏

Box mechanics (external-sharing confirmation, shared-link settings, AI pacing/limits/citations) are governed by the capability references above and

box-legal-workflows

. Specific to deal rooms:

Deal risk, materiality, and term interpretation are attorney calls, never the agent's.
Validate permissions with
```
list_item_collaborations
```
before and after external changes — a folder grant exposes everything inside it, including files added later.
Audit trail: record returned folder/file/collaboration IDs and write DD summaries back to Box.

Box的操作机制（外部共享确认、共享链接设置、AI速率/限制/引用）受上述功能参考和

box-legal-workflows

skill 约束。针对交易室的特殊要求：

交易风险、重要性判断和条款解释均由律师决定，Agent不得自行判断。
在外部变更之前和之后都需使用
```
list_item_collaborations
```
验证权限——授予文件夹权限会暴露其内部所有内容，包括后续添加的文件。
审计追踪：记录返回的文件夹/文件/协作ID，并将尽职调查摘要写回Box。