Client Intake & Onboarding

PREREQUISITES:

• Use the box skill for Box MCP auth, tool selection, and base workflows. If it is not installed, run: npx skills add https://github.com/box/box-for-ai --skill box
• Use the box-legal-workflows skill for Box collaboration role definitions, Box AI usage boundaries, and reusable confirmation phrasings. If it is not installed, 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.

Box capability references

Reach for these for tool mechanics rather than restating them here:

• The box skill's references/content-workflows.md — inventory the folder, metadata templates, set_file_metadata, file comments
• The box skill's references/ai-and-retrieval.md — completeness checks and data extraction; pacing, limits, citations
• The box skill's references/mcp-doc-gen.md — generate the engagement letter from a template
• The box skill's references/collaboration.md — tag/route the attorney and share with the client
• The box skill's references/mcp-search.md — find/inspect the firm's metadata template

Box metadata model