Box Legal Workflows Intake
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.
Security AStatic scan found no risk patternsHow grading works ›
From the source SKILL.md
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.
What this skill does
Box Legal Workflows Intake is a community-contributed Claude Code skill in the outreach sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/box-legal-workflows-intake/ and loads when your prompt matches the skill's trigger.
Who uses this skill
The Box Legal Workflows Intake Claude Code skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 174,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).
How to install
Free
Manual install (2 steps)
mkdir -p ~/.claude/skills/box-legal-workflows-intake
curl -L https://claudskills.com/skills/box-legal-workflows-intake/SKILL.md \
-o ~/.claude/skills/box-legal-workflows-intake/SKILL.md
Or just download SKILL.md directly and drop it into ~/.claude/skills/box-legal-workflows-intake/. Claude Code auto-discovers it on next session.
Skills live at ~/.claude/skills/box-legal-workflows-intake/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\box-legal-workflows-intake\SKILL.md on Windows. See the full install guide for step-by-step instructions.
Telegram
📱 Install from your phone or desktop Telegram
Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →
Pro
One-click install via the desktop app
The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.
Pro
For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.
Frequently asked questions
How do I install the Box Legal Workflows Intake Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy
SKILL.md from the source repository to
~/.claude/skills/box-legal-workflows-intake/SKILL.md and restart Claude Code. Both flows are detailed at
claudskills.com/install/.
What does the Box Legal Workflows Intake skill do?
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.
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Box Legal Workflows Intake skill?
Use Box Legal Workflows Intake when your Claude Code task falls under the Sales category — specifically in the outreach area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Box Legal Workflows Intake" or describe the task and let Claude pick). Browse related skills at
/category/sales/.
What is a Claude Code skill and how does the Box Legal Workflows Intake skill fit in?
A Claude Code skill is a
SKILL.md file that lives under
~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Box Legal Workflows Intake is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at
/learn/what-is-a-claude-skill/.
Attribution & license
Cite this skill
If you reference this skill in a blog post, paper, or documentation, you can cite it as:
APA
box. (2026). Box Legal Workflows Intake [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/box-legal-workflows-intake/
BibTeX
@misc{box-legal-workflows-intake-2026,
author = {box},
title = {Box Legal Workflows Intake [Claude Code skill]},
year = {2026},
publisher = {ClaudSkills},
url = {https://claudskills.com/skills/box-legal-workflows-intake/}
}Embed this skill
Promote, attribute, or link this skill from your own README, blog post, or documentation. All three snippets are free to use — no sign-up, no API key. More distribution surfaces →
Badge
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<script>
<script src="https://claudskills.com/embed/box-legal-workflows-intake.js" async></script>
<iframe>
<iframe src="https://claudskills.com/embed/box-legal-workflows-intake.html" width="100%" height="160" frameborder="0" loading="lazy" title="ClaudSkills: Box Legal Workflows Intake"></iframe>
Security scan
Grade A · scanned 2026-08-02 — free static scan against the OWASP Agentic Skills Top 10.
No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›
- ✓ Prompt injection
- ✓ Data exfiltration
- ✓ Supply chain
- ✓ Reverse shell
- ✓ Credentials
- ✓ Execution
- ✓ Filesystem
- ✓ Persistence
- ✓ Obfuscation
- ✓ Network
Show this grade on your repo (click to copy):
[](https://claudskills.com/skills/box-legal-workflows-intake/#security)
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