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Chapter 2 of 5
Automate legal client intake and onboarding with Box MCP — review intake documents for completeness against firm requirements, summarize risk for attorney review, route incomplete…
2 minutes · 483 words · 6 sections
PREREQUISITES:
- Read
box:boxfor 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-workflowsfor 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.
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 commentsbox:references/ai-and-retrieval.md — completeness checks and data extraction; pacing, limits, citationsbox:references/mcp-doc-gen.md — generate the engagement letter from a templatebox:references/collaboration.md — tag/route the attorney and share with the clientbox:references/mcp-search.md — find/inspect the firm’s metadata templateRecord the intake outcome as file metadata so submissions stay searchable. Find/create the firm’s template via box:references/mcp-search.md / box:references/content-workflows.md.
client_name, matter_name, practice_area, matter_owner, jurisdiction, matter_value, intake_status (complete/incomplete), risk_rating, assigned_attorney, decision, decision_date.| Intake task | Tool | Notes |
|---|---|---|
| Inventory submission | list_folder_content_by_folder_id | All files in the intake folder |
| Check completeness | ai_qa_multi_file | Present/complete/valid vs. firm checklist, with citations |
| Extract intake data | ai_extract_structured_from_fields_enhanced | Client, matter, jurisdiction, value |
| Write metadata | set_file_metadata | Record status, rating, decision, attorney |
| Tag attorney | create_file_comment | Route with the factual summary |
| Grant access | create_collaboration | Give the attorney access |
| Generate engagement letter | create_docgen_batch | Only if the firm approves |
| Share with client | add_folder_shared_link or create_collaboration | Confirm audience/expiration |
list_folder_content_by_folder_id. [CONFIRM: intake folder ID]ai_qa_multi_file — is each required doc (per the firm’s checklist) present, complete, and valid, with citations? [CONFIRM: firm’s required-document list]ai_extract_structured_from_fields_enhanced (client_name, matter_name, practice_area, jurisdiction, matter_value, …).ai_qa_multi_file to surface the facts the firm’s criteria reference (value, jurisdiction, named parties) with citations. Do not use AI to determine conflicts, PEP status, or sanctions — pass names/entities/locations to the firm’s screening system.set_file_metadata with the firm-confirmed risk_rating, intake_status, and decision.create_file_comment to tag the attorney with the factual summary; create_collaboration for access. [CONFIRM: who, access level]create_docgen_batch against the firm’s template → output to the confirmed folder → share via create_collaboration or add_folder_shared_link. [CONFIRM: DocGen template, destination folder, share method/expiration]Box mechanics (DocGen template/tag requirements, external-sharing confirmation, AI pacing/limits/citations, metadata writes) are governed by the capability references above and box-legal-workflows. Specific to intake:
Install this repository
npx skills add box/box-for-ai/plugin marketplace add box/box-for-aiSkills install per repository, not per chapter — the CLI has no documented per-skill form, so we do not print one.
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.
The verbatim description from this skill’s front matter — the string an agent matches on to decide whether to load it.
main, last pushed 7 August 2026.SKILL.md, not by matching a directory convention. One layout observed: skills/*/SKILL.md.h1 and no skipped levels:.claude-plugin/marketplace.json by Box, declaring 1 plugin. It is read for editorial metadata only — never as the skill index, which is always the repository tree./box/box-for-ai.md, and each chapter at its own .md URL.