box-legal-workflows-intake
Client Intake & Onboarding
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 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:
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