| name | box-legal-workflows-intake |
| title | Client Intake & Onboarding |
| description | Automate legal client intake and onboarding with Box MCP — review uploaded intake documents for completeness against firm requirements, assess risk levels based on client profile and document content (PEP status, conflicts, sanctions, litigation history), route incomplete or high-risk submissions to appropriate attorneys with context and risk summaries, extract structured metadata (client name, matter type, jurisdiction, value), and generate engagement letters from Box DocGen templates for approved low-risk clients. Use this skill when the user mentions client intake, client onboarding, new client review, intake documents, engagement letters, or needs to process prospective client submissions stored in Box. |
| author | box |
| author_url | https://github.com/box/box-for-ai/tree/main/skills/box-legal-workflows-intake |
| license | MIT |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | general |
| language | en |
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 risk frameworks, confidentiality, human-in-the-loop requirements, Box AI governance. If missing, ensure it's installed from the same skill package.
Legal client intake determines if the firm can and should take on a prospective client. This skill automates completeness checks, risk assessment, intelligent routing, and engagement letter generation.
Core principles: Completeness first, risk-based routing, transparent decisions, human oversight for high-risk.
Completeness & Risk Framework
Required Documents Checklist
[CONFIRM: What documents required for intake?]
Typical:
- Client intake form (completed questionnaire)
- Valid government ID (passport, driver's license)
- Conflict check authorization
- Source of funds documentation (certain practice areas)
- Business entity documents (corporate: articles, operating agreement)
Optional/practice-specific:
- Financial statements (bankruptcy, tax)
- Prior legal proceedings (litigation)
- Contracts or agreements (transactional)
Validation questions:
- Document present?
- Complete? (not blank, has expected info)
- Valid? (ID not expired, forms signed, dates current)
Risk Rating
[CONFIRM: Low/medium/high risk criteria for your firm?]
See box-legal-workflows for: General risk framework.
Low-risk: Individual client, standard matter, no litigation, clear funds, all docs complete, no conflicts, value below threshold.
High-risk: PEP, high-value, cross-border with sanctions, conflict identified, criminal with media, reputational risk.
Routing Logic
[CONFIRM: How to route intakes?]
Route based on:
- Practice area: Match matter to attorney expertise
- Risk level: Low → associate, Medium → senior, High → partner
- Workload: Current caseload if known
