box-legal-workflows-intake

box-legal-workflows-intake is a skill for Claude Code from box/box-for-ai. It costs 87 tokens per session (1,190 once invoked), scanned A, original, MIT.

A Box-based workflow for collecting information from new legal clients and opening their matters. Box is a service for storing and sharing files; the firm's checklist and screening system provide the requirements.

In plain words
What is it for?
Use it to check required documents, summarize information and risks for review, save client and matter details in Box, route submissions, and create engagement letters from templates.
Why use it?
It reduces manual checking of intake folders and helps incomplete or high-risk submissions reach the appropriate attorney without treating the agent as a legal decision-maker.

Skill for Claude Code ✓ vendor

Written for Claude Code: shipped in a Claude Code plugin.

Part of the box-for-ai plugin — 5 skills shipped together

Good fit Use it to check required documents, summarize information and risks for review, save client and matter details in Box, route submissions, and create engagement letters from templates.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/box/box-for-ai/box-legal-workflows-intake
About the project

Box Agent Skills is a toolkit that gives AI coding agents context for building integrations with the Box Platform and working with Box content. It supports tasks such as using Box MCP tools, configuring webhooks, and setting up Box AI retrieval, and its catalogue entries are the skills and plugin used in those agent workflows.

box/box-for-ai · 7 stars · on GitHub

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add box/box-for-ai --skill box-legal-workflows-intake
Clone the repo
git clone --depth 1 https://github.com/box/box-for-ai

Made for: Claude Code.

Or install box-for-ai, the plugin that ships this one along with the rest of its 5 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for box-legal-workflows-intake

README.md
[![agentmods](https://agentmods.dev/badge/skills/box/box-for-ai/box-legal-workflows-intake/github.svg)](https://agentmods.dev/skills/box/box-for-ai/box-legal-workflows-intake)
Your own site
<a href="https://agentmods.dev/skills/box/box-for-ai/box-legal-workflows-intake"><img src="https://agentmods.dev/badge/skills/box/box-for-ai/box-legal-workflows-intake/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for box-legal-workflows-intake

Your own site · 80×15
<a href="https://agentmods.dev/skills/box/box-for-ai/box-legal-workflows-intake"><img src="https://agentmods.dev/badge/skills/box/box-for-ai/box-legal-workflows-intake.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 87 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,190 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00087 $0.01190
Opus 5 $0.00044 $0.00595
Sonnet 5 $0.00017 $0.00238
Haiku 4.5 $0.00009 $0.00119

Measured 11d ago against content hash e397bb7fac35, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

box-legal-workflows-intake scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/box-legal-workflows-intake/SKILL.md · 61 lines

How it starts

The opening of the file, as written. The whole thing — 61 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Client Intake & Onboarding

PREREQUISITES:

  • Use the box skill for Box MCP auth, tool selection, and base workflows. If it is not installed, run: npx skills add https://github.com/box/box-for-ai --skill box
  • Use the box-legal-workflows skill for Box collaboration role definitions, Box AI usage boundaries, and reusable confirmation phrasings. If it is not installed, run: npx skills add box/box-for-ai --skill box-legal-workflows

Do 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.

Box capability references

Reach for these for tool mechanics rather than restating them here:

  • The box skill's references/content-workflows.md — inventory the folder, metadata templates, set_file_metadata, file comments
  • The box skill's references/ai-and-retrieval.md — completeness checks and data extraction; pacing, limits, citations
  • The box skill's references/mcp-doc-gen.md — generate the engagement letter from a template
  • The box skill's references/collaboration.md — tag/route the attorney and share with the client
  • The box skill's references/mcp-search.md — find/inspect the firm's metadata template

Box metadata model

Record the intake outcome as file metadata so submissions stay searchable. Find or create the firm's template using the box skill's references/mcp-search.md and its references/content-workflows.md.

  • Representative fields (confirm the firm's actual set): client_name, matter_name, practice_area, matter_owner, jurisdiction, matter_value, intake_status (complete/incomplete), risk_rating, assigned_attorney, decision, decision_date.
  • Store the firm/attorney's rating and decision, not the agent's.

Read the full file on GitHub · 61 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 11d ago First seen · 61 lines · 87 tokens per session scan A e397bb7fac35

Subscribe to this mod's changes

box-legal-workflows-intake is a skill published in the GitHub repository box/box-for-ai (7 stars, last pushed 6d ago), licensed MIT. It adds 87 tokens to every session and 1,190 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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