Box Legal Workflows Intake

Q: 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 https://claudskills.com/learn/what-is-skill-md/.

Category: Sales · Sub-category: outreach · Last updated: 2026-06-06

type:review

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.

About this skill (catalog notes)

Box Legal Workflows Intake includes worked examples. The SKILL.md runs to about 1,140 words, in the catalog's typical mid-range.

License: Apache-2.0
Original author: box
Indexed lastmod: 2026-06-06
Catalog position: Sales · outreach
Indexed related skills: 10

How Box Legal Workflows Intake fits the catalog

Box Legal Workflows Intake sits in the Sales category under the outreach sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

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 117,000+ 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.

📱 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.

See pricing → Download desktop app

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?

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

Source: https://github.com/ThomasMoreAI/legal-skills-open/blob/HEAD/general/general/skills/box-legal-workflows-intake/SKILL.md
License: Apache-2.0
Author: box

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/}
}

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