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box-legal-workflows-contract

★ 5

by box · part of box/box-for-ai

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.

🔌 This skill ships inside the box plugin — installing the plugin keeps everything updated together.

This is the playbook your agent receives when the skill activates — you don't need to read it to use the skill, but it's here to audit before installing.

Contract Review Agent

PREREQUISITES:

  • Read box:box for Box MCP auth, tool selection, base workflows. If missing, run: npx skills add https://github.com/box/box-for-ai --skill box
  • Read box-legal-workflows for Box collaboration role definitions, Box AI usage boundaries, and reusable confirmation phrasings. If missing, run: npx skills add box/box-for-ai --skill box-legal-workflows

Do contract review in Box: find contracts with Box search, compare against the firm's template with Box AI, persist results as Box metadata so they stay searchable, and monitor dates with metadata search. This skill is the contract-specific recipe; the underlying Box tool mechanics live in the capability references below. Materiality, risk, and favorability are firm-supplied criteria confirmed by an attorney — the agent extracts facts, stores them, and routes. It does not provide legal advice or decide risk.

Box capability references

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

  • box:references/mcp-search.md — find contracts; metadata vs. keyword search, folder scoping, template schema lookup
  • box:references/ai-and-retrieval.md — compare to template and extract fields; pacing, text-rep/file limits, citations
  • box:references/content-workflows.md — metadata templates, set_file_metadata, report uploads, file comments
  • box:references/collaboration.md — grant the reviewing attorney access

Box metadata model

Persist review results as file metadata so contracts stay searchable. Find/inspect the firm's template via box:references/mcp-search.md; create one via box:references/content-workflows.md if none exists.

  • Representative fields (confirm the firm's actual set): counterparty_name, contract_type, execution_date, effective_date, expiration_date, auto_renewal, notice_period_days, contract_value, governing_law, status (active/expired/terminated/under_negotiation), risk_rating, review_date, next_review_date, expiration_alert_date. Link to matters with matter_id, practice_area, matter_owner.
  • The risk_rating value is the firm/attorney's determination — store it, don't decide it.

Contract search recipes

Once contracts carry metadata, use search_files_metadata (mechanics in references/mcp-search.md; otherwise search_files_keyword with date filters):

  • New since last review: execution_date >= 'YYYY-MM-DD' AND execution_date <= 'YYYY-MM-DD'
  • Expiring window: expiration_date >= 'YYYY-MM-DD' AND expiration_date <= 'YYYY-MM-DD' AND status = 'active'
  • By counterparty / rating: counterparty_name = 'Acme Corp' · risk_rating = 'High'

Tool selection

Contract taskToolNotes
Find new contracts (date)search_files_metadataQuery execution_date; fall back to search_files_keyword if no metadata
Find expiringsearch_files_metadataQuery expiration_date within 30/60/90 days
Compare to templateai_qa_multi_fileContract + firm template in one call
Extract metadata (template)ai_extract_structured_from_metadata_templateIf a template exists
Extract metadata (custom)ai_extract_structured_from_fields_enhancedDefine fields at runtime
Write metadataset_file_metadataPersist extracted/confirmed fields
Create variance reportupload_fileWrite the summary doc
Tag attorneycreate_file_commentNotify for review/expiration
Grant attorney accesscreate_collaborationIf they lack access

Workflow

  1. Find: search_files_metadata or search_files_keyword. [CONFIRM: folder ID, date range/cadence]
  2. Compare to template: ai_qa_multi_file (contract + firm template) → extract clauses that differ, with citations. [CONFIRM: template file ID]
  3. Extract metadata: ai_extract_structured_from_metadata_template, or ai_extract_structured_from_fields_enhanced if no template.
  4. Persist: set_file_metadata, including the firm-confirmed risk_rating. [CONFIRM: which fields]
  5. Report: upload_file — factual differences + citations + firm-confirmed rating (observations for attorney review, not recommendations).
  6. Route: create_file_comment to tag the attorney; create_collaboration if they need access. [CONFIRM: attorney, access]
  7. Monitor expirations: search_files_metadata on the expiration window → create_file_comment reminders → set_file_metadata (expiration_alert_sent: yes).

Box mechanics (external-sharing confirmation, AI pacing/limits/citations, metadata writes) are governed by the capability references above and box-legal-workflows. Specific to contracts:

  • Risk, materiality, and favorability are firm + attorney calls, never the agent's. If the firm has no documented criteria, route to an attorney rather than rating.
  • Prompt Box AI to extract differences and cite section/page — not to judge materiality or legal risk.
  • Record decisions in Box as the audit trail: the firm-confirmed rating in metadata plus the uploaded summary.