Box Legal Workflows Intake

作者 box35567f913a2b無授權條款7 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫4 週前更新

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.

僅含說明Business & Finance

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SKILL.md5.2 KBtext/markdown

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來源:box/skills位於skills/box-legal-workflows-intake提交35567f9

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