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Use this skill when the user mentions client intake, client onboarding, new client review, intake documents, or engagement letters.\n---\n\n# Client Intake & Onboarding\n\n> **PREREQUISITES:**\n> - Read `box:box` for Box MCP auth, tool selection, base workflows. If missing, run: `npx skills add https:\u002F\u002Fgithub.com\u002Fbox\u002Fbox-for-ai --skill box`\n> - Read `box-legal-workflows` for Box collaboration role definitions, Box AI usage boundaries, and reusable confirmation phrasings. If missing, run: `npx skills add box\u002Fbox-for-ai --skill box-legal-workflows`\n\nDo 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.\n\n## Box capability references\n\nReach for these for tool mechanics rather than restating them here:\n\n- `box:references\u002Fcontent-workflows.md` — inventory the folder, metadata templates, `set_file_metadata`, file comments\n- `box:references\u002Fai-and-retrieval.md` — completeness checks and data extraction; pacing, limits, citations\n- `box:references\u002Fmcp-doc-gen.md` — generate the engagement letter from a template\n- `box:references\u002Fcollaboration.md` — tag\u002Froute the attorney and share with the client\n- `box:references\u002Fmcp-search.md` — find\u002Finspect the firm's metadata template\n\n## Box metadata model\n\nRecord the intake outcome as file metadata so submissions stay searchable. Find\u002Fcreate the firm's template via `box:references\u002Fmcp-search.md` \u002F `box:references\u002Fcontent-workflows.md`.\n\n- **Representative fields** (confirm the firm's actual set): `client_name`, `matter_name`, `practice_area`, `matter_owner`, `jurisdiction`, `matter_value`, `intake_status` (complete\u002Fincomplete), `risk_rating`, `assigned_attorney`, `decision`, `decision_date`.\n- Store the firm\u002Fattorney's rating and decision, not the agent's.\n\n## Tool selection\n\n| Intake task | Tool | Notes |\n|------|------|-------|\n| Inventory submission | `list_folder_content_by_folder_id` | All files in the intake folder |\n| Check completeness | `ai_qa_multi_file` | Present\u002Fcomplete\u002Fvalid vs. firm checklist, with citations |\n| Extract intake data | `ai_extract_structured_from_fields_enhanced` | Client, matter, jurisdiction, value |\n| Write metadata | `set_file_metadata` | Record status, rating, decision, attorney |\n| Tag attorney | `create_file_comment` | Route with the factual summary |\n| Grant access | `create_collaboration` | Give the attorney access |\n| Generate engagement letter | `create_docgen_batch` | Only if the firm approves |\n| Share with client | `add_folder_shared_link` or `create_collaboration` | Confirm audience\u002Fexpiration |\n\n## Workflow\n\n1. **Inventory**: `list_folder_content_by_folder_id`. **[CONFIRM: intake folder ID]**\n2. **Completeness**: `ai_qa_multi_file` — is each required doc (per the firm's checklist) present, complete, and valid, with citations? **[CONFIRM: firm's required-document list]**\n3. **Extract intake data**: `ai_extract_structured_from_fields_enhanced` (client_name, matter_name, practice_area, jurisdiction, matter_value, …).\n4. **Surface risk indicators (facts only)**: `ai_qa_multi_file` to surface the facts the firm's criteria reference (value, jurisdiction, named parties) with citations. Do **not** use AI to determine conflicts, PEP status, or sanctions — pass names\u002Fentities\u002Flocations to the firm's screening system.\n5. **Persist**: `set_file_metadata` with the firm-confirmed `risk_rating`, `intake_status`, and `decision`.\n6. **Route**: `create_file_comment` to tag the attorney with the factual summary; `create_collaboration` for access. **[CONFIRM: who, access level]**\n7. **Engagement letter (only if the firm approves)**: `create_docgen_batch` against the firm's template → output to the confirmed folder → share via `create_collaboration` or `add_folder_shared_link`. **[CONFIRM: DocGen template, destination folder, share method\u002Fexpiration]**\n\n## Legal guardrails\n\nBox mechanics (DocGen template\u002Ftag requirements, external-sharing confirmation, AI pacing\u002Flimits\u002Fcitations, metadata writes) are governed by the capability references above and `box-legal-workflows`. Specific to intake:\n\n- Conflict, PEP, and sanctions clearance are firm screening + attorney\u002Fcompliance calls — the agent surfaces the underlying text only and never clears them.\n- Risk rating and routing\u002Fstaffing are firm policy + attorney calls, never the agent's.\n- Prompt Box AI to surface facts and cite the source, not to determine risk.\n",{"data":38,"body":39},{"name":4,"description":6},{"type":40,"children":41},"root",[42,51,108,121,128,133,199,205,224,321,327,542,548,742,748,760],{"type":43,"tag":44,"props":45,"children":47},"element","h1",{"id":46},"client-intake-onboarding",[48],{"type":49,"value":50},"text","Client Intake & Onboarding",{"type":43,"tag":52,"props":53,"children":54},"blockquote",{},[55,65],{"type":43,"tag":56,"props":57,"children":58},"p",{},[59],{"type":43,"tag":60,"props":61,"children":62},"strong",{},[63],{"type":49,"value":64},"PREREQUISITES:",{"type":43,"tag":66,"props":67,"children":68},"ul",{},[69,90],{"type":43,"tag":70,"props":71,"children":72},"li",{},[73,75,82,84],{"type":49,"value":74},"Read ",{"type":43,"tag":76,"props":77,"children":79},"code",{"className":78},[],[80],{"type":49,"value":81},"box:box",{"type":49,"value":83}," for Box MCP auth, tool selection, base workflows. 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Specific to intake:",{"type":43,"tag":66,"props":761,"children":762},{},[763,768,773],{"type":43,"tag":70,"props":764,"children":765},{},[766],{"type":49,"value":767},"Conflict, PEP, and sanctions clearance are firm screening + attorney\u002Fcompliance calls — the agent surfaces the underlying text only and never clears them.",{"type":43,"tag":70,"props":769,"children":770},{},[771],{"type":49,"value":772},"Risk rating and routing\u002Fstaffing are firm policy + attorney calls, never the agent's.",{"type":43,"tag":70,"props":774,"children":775},{},[776],{"type":49,"value":777},"Prompt Box AI to surface facts and cite the source, not to determine risk.",{"items":779,"total":26},[780,793,806,820,828],{"slug":8,"name":8,"fn":781,"description":782,"org":783,"tags":784,"stars":26,"repoUrl":27,"updatedAt":792},"build Box file storage integrations","Foundation skill for working with Box. Use this whenever the user mentions Box — authentication and MCP\u002FCLI setup, choosing between MCP\u002FCLI\u002FREST, rate-limit and pacing guidance, troubleshooting Box errors (401\u002F403\u002F404\u002F409\u002F429), or working with Box MCP tools (files, search, collaboration, AI, hubs, doc gen). Start here for any Box task even if the user doesn't name a specific tool, then route to the right reference.\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[785,786,789],{"name":9,"slug":8,"type":15},{"name":787,"slug":788,"type":15},"Documents","documents",{"name":790,"slug":791,"type":15},"File Storage","file-storage","2026-04-06T18:05:46.82578",{"slug":99,"name":99,"fn":794,"description":795,"org":796,"tags":797,"stars":26,"repoUrl":27,"updatedAt":805},"manage legal workflows in Box","Shared building blocks for Box-based legal workflows — Box collaboration role definitions, Box AI usage boundaries (what AI must not decide), and reusable human-in-the-loop confirmation phrasings. Referenced by box-legal-workflows-ma, box-legal-workflows-intake, and box-legal-workflows-contract skills.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[798,799,800,803,804],{"name":9,"slug":8,"type":15},{"name":13,"slug":14,"type":15},{"name":801,"slug":802,"type":15},"Governance","governance",{"name":21,"slug":22,"type":15},{"name":24,"slug":25,"type":15},"2026-05-06T05:40:32.827004",{"slug":807,"name":807,"fn":808,"description":809,"org":810,"tags":811,"stars":26,"repoUrl":27,"updatedAt":819},"box-legal-workflows-contract","automate contract review and monitoring in Box","Automate contract review and monitoring with Box MCP — find new or expiring contracts, compare them against firm templates to flag material variances, write structured contract metadata back to Box for searchability, and produce variance reports with citations. Use this skill when the user mentions contract review or monitoring, NDA or MSA review, contract expiration or renewals, contract metadata, or variance analysis, even if they don't name a specific Box tool.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[812,813,814,817,818],{"name":9,"slug":8,"type":15},{"name":13,"slug":14,"type":15},{"name":815,"slug":816,"type":15},"Contracts","contracts",{"name":21,"slug":22,"type":15},{"name":18,"slug":19,"type":15},"2026-05-06T05:40:36.465772",{"slug":4,"name":4,"fn":5,"description":6,"org":821,"tags":822,"stars":26,"repoUrl":27,"updatedAt":28},{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[823,824,825,826,827],{"name":9,"slug":8,"type":15},{"name":13,"slug":14,"type":15},{"name":21,"slug":22,"type":15},{"name":18,"slug":19,"type":15},{"name":24,"slug":25,"type":15},{"slug":829,"name":829,"fn":830,"description":831,"org":832,"tags":833,"stars":26,"repoUrl":27,"updatedAt":843},"box-legal-workflows-ma","manage M&A virtual data rooms in Box","Build and manage M&A virtual data rooms with Box MCP — create secure due-diligence folder structures, scope role-based access for internal teams and external parties, validate permissions before sharing, and answer cross-document due-diligence questions with Box AI. Use this skill when the user mentions M&A, deal rooms, data rooms, VDRs, due diligence, or mergers and acquisitions.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[834,837,838,841,842],{"name":835,"slug":836,"type":15},"Access Control","access-control",{"name":9,"slug":8,"type":15},{"name":839,"slug":840,"type":15},"Finance","finance",{"name":21,"slug":22,"type":15},{"name":18,"slug":19,"type":15},"2026-05-06T05:40:34.045368",{"items":845,"total":26},[846,852,860,868,876],{"slug":8,"name":8,"fn":781,"description":782,"org":847,"tags":848,"stars":26,"repoUrl":27,"updatedAt":792},{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[849,850,851],{"name":9,"slug":8,"type":15},{"name":787,"slug":788,"type":15},{"name":790,"slug":791,"type":15},{"slug":99,"name":99,"fn":794,"description":795,"org":853,"tags":854,"stars":26,"repoUrl":27,"updatedAt":805},{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[855,856,857,858,859],{"name":9,"slug":8,"type":15},{"name":13,"slug":14,"type":15},{"name":801,"slug":802,"type":15},{"name":21,"slug":22,"type":15},{"name":24,"slug":25,"type":15},{"slug":807,"name":807,"fn":808,"description":809,"org":861,"tags":862,"stars":26,"repoUrl":27,"updatedAt":819},{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[863,864,865,866,867],{"name":9,"slug":8,"type":15},{"name":13,"slug":14,"type":15},{"name":815,"slug":816,"type":15},{"name":21,"slug":22,"type":15},{"name":18,"slug":19,"type":15},{"slug":4,"name":4,"fn":5,"description":6,"org":869,"tags":870,"stars":26,"repoUrl":27,"updatedAt":28},{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[871,872,873,874,875],{"name":9,"slug":8,"type":15},{"name":13,"slug":14,"type":15},{"name":21,"slug":22,"type":15},{"name":18,"slug":19,"type":15},{"name":24,"slug":25,"type":15},{"slug":829,"name":829,"fn":830,"description":831,"org":877,"tags":878,"stars":26,"repoUrl":27,"updatedAt":843},{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[879,880,881,882,883],{"name":835,"slug":836,"type":15},{"name":9,"slug":8,"type":15},{"name":839,"slug":840,"type":15},{"name":21,"slug":22,"type":15},{"name":18,"slug":19,"type":15}]