Box Legal Workflows Intake

by box35567f913a2bNo license7 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 4 weeks ago

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.

Instructions onlyBusiness & Finance

Only the file list is public. File contents are available once the skill is installed in a workspace.

PathSizeType
SKILL.md5.2 KBtext/markdown

Source and attribution

Source:box/skillsinskills/box-legal-workflows-intakeat commit35567f9

License: No license

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