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box-legal-workflows-intake

Skill

Automate legal client intake and onboarding with Box MCP — review intake documents for completeness against firm requirements, summarize risk for attorney review, route incomplete or high-risk submissions to the right attorney, extract client and matter metadata to Box, and generate engagement lette

0Documents

Install

git clone https://github.com/box/box-for-ai.git ~/.claude/skills/box-legal-workflows-intake

What is box-legal-workflows-intake?

Automate legal client intake and onboarding with Box MCP — review intake documents for completeness against firm requirements, summarize risk for attorney review, route incomplete or high-risk submissions to the right attorney, extract client and matter metadata to Box, and generate engagement letters from Box DocGen templates. Use this skill when the user mentions client intake, client onboarding, new client review, intake documents, or engagement letters.

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

Inherit all session tools

Declares no tool restrictions — inherits every session tool

~115 tokens of context used while enabled, before you invoke anything

Documentation

README · ~3 min read

Client Intake & Onboarding

PREREQUISITES:

  • Read box:box for Box MCP auth, tool selection, base workflows. If missing, run: npx skills add https://github.com/box/box-for-ai --skill box
  • Read box-legal-workflows for Box collaboration role definitions, Box AI usage boundaries, and reusable confirmation phrasings. If missing, run: npx skills add box/box-for-ai --skill box-legal-workflows

Do client intake in Box: inventory the intake folder, check completeness with Box AI against the firm's checklist, extract intake data into Box metadata, route via comments and collaborations, and generate the engagement letter with Box DocGen. This skill is the intake-specific recipe; the underlying Box tool mechanics live in the capability references below. The firm supplies the required-document checklist and risk criteria; conflict, PEP, and sanctions determinations run through the firm's screening system — not the agent or Box AI. Not legal advice.

Box capability references

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

  • box:references/content-workflows.md — inventory the folder, metadata templates, set_file_metadata, file comments
  • box:references/ai-and-retrieval.md — completeness checks and data extraction; pacing, limits, citations
  • box:references/mcp-doc-gen.md — generate the engagement letter from a template

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