Box and Claude for the legal industry: Powering secure, agentic legal workflows

|
Share

Today, Anthropic launched new Claude solutions for the legal industry, marking a major milestone in the evolution of agentic AI for law firms and corporate law departments.

Box is a featured launch partner, serving as the secure file system that makes Claude-powered legal work deployable at scale and enabling law firms to move beyond simple Q&A chatbots to intelligent, automated workflows that respect firm-wide security and compliance.

The governance layer for legal AI

The primary challenge for law firms adopting AI has been the "governance gap" — the risk of moving sensitive client data into unsanctioned systems. With Claude for the legal industry, teams can address this by accessing content exclusively through the Box MCP server..

This architecture ensures that every AI-driven action, from securely querying on client contracts to accelerating due diligence, respects the firm's existing Box permissions, retention policies, and ethical walls. By keeping content in place, firms eliminate vendor sprawl and the risks associated with manual matter transfers.

Automate intelligent matter workflows with new MCP tools

Today, we are introducing new MCP tools that transform Claude from a research assistant into a practice agent. These tools allow Claude to execute multi-step operations directly on matter:

  • Dynamic content management: Tools like Copy File, Copy Hub, and Upload File (now supporting Box Notes) allow Claude to organize matter workstreams instantly
  • Automated governance: Tools like Add Metadata and Create Metadata Template enable Claude to tag files with key matter data, reducing manual entry and enhancing search to help you easily find the content you are looking for
  • Secure collaboration: With Add New Collaborator and Create Shared Link, Claude can manage access for outside counsel and external clients securely and can help quickly validate permissions and access levels on any file.

Box plugin: Teaching Claude how to leverage Box for high-impact legal use cases

We are also introducing three new industry specific skills, that are distributed along with our MCP Server as a part of the Box plugin for Claude Cowork and Claude Code. These skills provide Claude with the instructions to complete complex agentic workflows with Box, addressing the most labor-intensive aspects of legal practice while keeping all data governed within Box:

Virtual data room

Using the Box MCP server, a deal team can prompt Claude to build and manage a secure virtual data room directly within Box. Using Box’s Create Folder, Copy File, Upload Fileand Add Collaboratortools, Claude creates the standard structure, populates it with relevant files, and assigns roles and permissions. This automation reduces "time-to-deal" and ensures zero-leakage environments for sensitive transactions by automating the complex permissioning tasks — like generating Box "upload-only" links for outside counsel — that are often prone to human error.

Client intake and onboarding

Law firms handle massive volumes of incoming documentation during client onboarding. Box acts as the central intake hub where Claude reviews submission folders for completeness and performs preliminary risk assessments. If the intake is successful, Box Doc Gen is automatically triggered to generate an engagement letter, which is then stored and shared via a secure Box folder. This saves significant administrative hours and accelerates the firm’s realization of new revenue by moving clients through the conflict-check phase with unprecedented speed.

Contract review

Reviewing executed agreements for compliance is a constant burden. Claude can scan internal Box folders for new NDAs, identify material variances from firm templates, and write risk ratings (e.g., High/Medium/Low) directly back to Box metadata. This allows firms to gain a real-time, searchable view of their entire contract risk profile without the need for manual, spreadsheet-based tracking or manual data entry into a CLM.

Get started today

The Box plugin with these new legal industry skills is available in Claude today. The launch of new Claude solutions for the legal industry, supported by the Box MCP server, represents a fundamental shift in how law firms work. By centralizing firm intelligence within Box and leveraging Claude’s reasoning, firms can reduce manual review time, save costs, and improve client relationships.

The Box MCP server is designed to work seamlessly with the tools your teams already use including Anthropic Claude, OpenAI ChatGPT, Atlassian, Figma, GitHub Copilot, and Cursor — and coming soon for Salesforce Agentforce. To learn more about how to leverage the Box MCP server and to enable it for your organization, visit our documentation.