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.
Install
npx skills add box/skills --skill box-legal-workflows-intakenpx skills add box/skills --skill box-legal-workflows-intake -a claude-code -gnpx skills add box/skills --skill box-legal-workflows-intake -a codex -ggemini skills install https://github.com/box/skills.git --path skills/box-legal-workflows-intakegh skill install box/skills box-legal-workflows-intakegit clone --depth 1 https://github.com/box/skills /tmp/box__skills
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/box__skills/skills/box-legal-workflows-intake ~/.claude/skills/box-legal-workflows-intake # Claude Code
cp -R /tmp/box__skills/skills/box-legal-workflows-intake ~/.agents/skills/box-legal-workflows-intake # Codex, Cursor, Gemini CLI, Copilot, OpenCode