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
  1. 35567f913a2bCurrentcommit 35567f9Published Oct 8, 2026

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

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