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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. Use this skill when the user mentions client intake, client onboarding, new client review, intake documents, or engagement letters.
Dosyalar1 dosya
SKILL.md61 satır
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Kurulum
ÖnerilenTek komut — ajanınız otomatik olarak devreye alır.
Kurulum komutunu görmek için yukarıdan bir AI aracı seçin.
veya
Manuel Kurulum
Daha fazla adımDosyayı indirin ve ajanınızın sistem istemine yapıştırın.
Skill detayları
Versiyonv1.0.0
YazarBox
Kategorianalysis
Skill IDbox/box-for-ai/skills/box-legal-workflows-intake
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