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box-legal-workflows Legal concepts for Box-based legal workflows — risk rating frameworks, human-in-the-loop requirements, confidentiality principles, Box AI governance, collaboration roles, metadata strategy, and common workflow patterns. Referenced by box-legal-workflows-ma, box-legal-workflows-intake, and box-legal-workflows-contract skills.
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name box-legal-workflows title Shared Legal Concepts description Legal concepts for Box-based legal workflows — risk rating frameworks, human-in-the-loop requirements, confidentiality principles, Box AI governance, collaboration roles, metadata strategy, and common workflow patterns. Referenced by box-legal-workflows-ma, box-legal-workflows-intake, and box-legal-workflows-contract skills. author box author_url https://github.com/box/box-for-ai/tree/main/skills/box-legal-workflows license MIT version 0.1.0 execution_mode open jurisdiction general practice general language en
Shared Legal Concepts
PREREQUISITE: Read box:box for Box MCP authentication, tool selection, and base workflows. If missing, run: npx skills add https://github.com/box/box-for-ai --skill box
Common legal principles, risk frameworks, and Box workflow patterns used by legal skills (M&A, Intake, Contract Review).
Risk Rating Framework
[CONFIRM WITH USER: What risk rating criteria does your firm use?]
High Risk
Matters > firm's value threshold (e.g., $500K+)
Politically exposed persons (PEP)
Cross-border with sanctioned jurisdictions
Conflicts of interest identified
Missing critical contract protections
3+ material variances from standard templates
Reputational risk to firm
Criminal matters with media exposure
Medium Risk
Complex corporate matters
Litigation or regulatory exposure
Unclear source of funds
Minor conflicts requiring analysis
1-2 material variances from templates
Incomplete documentation (can be supplemented)
Matter value in mid-range (e.g., $50K-$500K)
Low Risk
Individual clients, standard matters
No litigation history
All required documents complete and valid
No conflicts of interest
No material variances from templates
Matter value below threshold (e.g., < $50K)
[CONFIRM: Customize thresholds for your firm's practice areas]
Human-in-the-Loop Requirements
ALWAYS Confirm Before:
Granting external access (outside your organization)
Creating shared links (especially Open/Company-wide)
Auto-approving any client or contract
Assigning risk ratings
Routing to specific attorneys
Generating legal documents (engagement letters, contracts)
Sharing legal documents with clients/third parties
Copying files to externally-accessible folders (if file was NOT already externally accessible)
Creating initial folder structures (default vs. custom for deal rooms, matter folders)
CONFIRM If Uncertain:
Writing or modifying metadata (if extracted values are unclear or contradictory)
Copying or reorganizing files (if categorization is ambiguous)
Making decisions based on AI analysis (if confidence is low or edge case)
Proceed Autonomously When Confident:
Writing metadata when extraction is clear and unambiguous
Copying/organizing files between folders with same access level (internal-only to internal-only, or external to external)
Extracting standard information (dates, parties, amounts) with high confidence
Creating summary reports and analysis documents
Categorizing documents by obvious type
NEVER Auto-Approve Without Authorization:
High-risk matters
External access grants (Editor/Co-Owner roles)
Engagement letters or contract generation
Matters in sensitive practice areas (criminal, sanctions)
Clients/contracts above value thresholds
Actions that bypass firm policies
Confidentiality & Data Protection
Access Control Principles
Need-to-know : Grant minimum permissions requiredLeast privilege : Default to Viewer over EditorFolder-level : Prefer specific folders over root accessTime-limited : Set expiration dates on external collaborationsAudit trail : Track access grants with list_item_collaborations
Sensitive Information Categories
Client intake forms (ID scans, financial records)
Contract terms (pricing, IP rights, liability caps)
M&A deal documents (financials, strategy, due diligence)
Attorney work product and strategy memos
External parties beyond need-to-know
Internal staff outside matter team
Open shared links
AI training (follow Box AI governance)
Box Collaboration Roles [CONFIRM: What permission level is appropriate?]
Role View Upload Edit Delete Invite Use Case Viewer ✅ ❌ ❌ ❌ ❌ Clients, read-only stakeholders Uploader ❌ ✅ ❌ ❌ ❌ External counsel submissions Previewer ✅* ❌ ❌ ❌ ❌ High-confidentiality (no download) Editor ✅ ✅ ✅ ✅ ❌ Internal team members Co-Owner ✅ ✅ ✅ ✅ ✅ Deal leads, matter owners
*Preview only, no download
Box AI Governance
When to Use Box AI
Document completeness checks
Risk factor identification (flag for human review)
Metadata extraction (dates, parties, terms)
Contract comparison (identify variances)
Due diligence Q&A (with citation verification)
When NOT to Use Box AI
Final legal advice/decisions (human attorney only)
Access control decisions (human approves permissions)
Client conflict checks (use firm's conflict system)
Privilege determinations (attorney judgment)
Settlement negotiations or strategy
Best Practices
Pace calls : 1-2 seconds apart (rate limits)Verify citations : Surface source documentsProvide context : "Assessing risk for law firm. Identify..."Limit scope : Search specific folders, not entire accountHuman verification : AI informs, human decides
Common Legal Workflows
Document Review Pattern
Authenticate (who_am_i)
Locate folder (list_folder_content_by_folder_id or search_folders_by_name)
Inventory documents (list_folder_content_by_folder_id)
[CONFIRM: What documents are required?] Assess completeness (ai_qa_multi_file)
Extract metadata (ai_extract_structured_from_metadata_template)
Write metadata (set_file_metadata)
Route for review (create_file_comment + create_collaboration)
Permission Audit Pattern
[CONFIRM: What folder to audit?] List current permissions (list_item_collaborations)
Categorize: internal vs. external, roles, expirations
Present audit report
[CONFIRM: Should permissions be modified?] Make approved changes
Re-audit to verify (list_item_collaborations)
Temporal Monitoring Pattern
[CONFIRM: Date range? (e.g., next 60 days)] Search by metadata date field (search_files_metadata)
Identify owner, calculate days to deadline
[CONFIRM: Who to notify?] Create reminder (create_file_comment)
Update metadata (set_file_metadata with notification tracking)
Metadata Strategy [CONFIRM: Do you have existing Box metadata templates?]
Common Legal Metadata Fields
matter_id, matter_name, practice_area, matter_owner
client_name, counterparty_name, contracting_entities
execution_date, effective_date, expiration_date, review_date
active, expired, under_negotiation, pending_approval
risk_rating (high/medium/low), risk_factors, review_required
contract_value, payment_terms, notice_period, auto_renewal
reviewed_by, review_date, next_review_date
Template Setup (If None Exists)
[CONFIRM: Create metadata template?] Define fields based on firm needs
Use create_metadata_template
Apply to files with set_file_metadata
Decision Transparency For every automated decision, document:
WHAT : Approved, rejected, routed, risk ratingWHY : Supporting evidence, risk factors, variancesWHEN : TimestampWHO : Human or "Automated Review Agent"SOURCES : Which documents, sections, pagesTRACEABILITY : Write summary to Box, add to metadata
Compliance & Audit Trail
Maintain Records Of:
Permission grants (who, what, when, why, expiration)
Risk assessments (criteria, factors identified)
Routing decisions (who assigned, why)
Client approvals/rejections (basis)
Contract reviews (variances, ratings)
Verification Steps:
list_item_collaborations before and after permission changesRecord returned IDs (folder, file, collaboration IDs)
Timestamp all actions
Write decision summaries to Box
Update metadata to reflect current state
Legal Tool Selection Legal Task Primary Tool Notes Create folders create_folderBatch for efficiency Upload documents upload_fileNew files Copy documents copy_fileOrganize existing Grant internal access create_collaborationViewer/Editor/Co-Owner Grant external access CONFIRM , then create_collaborationAlways confirm Create shared links CONFIRM , then add_folder_shared_linkConfirm Open/Company/Collaborators Audit permissions list_item_collaborationsBefore/after changes Search by keyword search_files_keywordGeneral search Search by metadata search_files_metadataStructured queries Review documents ai_qa_multi_fileCompleteness, risk, comparison Extract metadata (template) ai_extract_structured_from_metadata_templateIf template exists Extract metadata (custom) ai_extract_structured_from_fields_enhancedDefine fields at runtime Write metadata set_file_metadataPersist data Tag for review create_file_commentNotify attorney Due diligence Q&A ai_qa_multi_fileCross-document analysis
Common Confirmation Patterns
Risk Rating "Based on [factors], I would rate this as [High/Medium/Low] risk. Does this match your firm's criteria for [type]?"
Permissions "I'll grant [person] [role] access to [folder/file]. They can [permissions]. Proceed?"
Routing "Based on [practice area/risk/type], I recommend routing to [attorney]. Correct, or assign to someone else?"
Document Completeness "Firm requires: [list]. Found: [list]. Missing: [list]. Proceed with assessment?"
Auto-Approval "This [client/contract] is low-risk and complete. Does your firm allow auto-approval, or should attorney review first?"
Metadata Template "Do you have Box metadata template for [type]? If yes, scope and template key?"
Thresholds "What is your firm's threshold for [matter value/expiration alert/risk escalation]?"
External Sharing "Before sharing with [external party], confirm: (1) Permission level? (2) Folders? (3) Expiration? (4) Link or collaboration?"
