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Enterprise Legal Management Software
An all-in-one Enterprise Legal Management Software for corporate legal departments to centralize matters, streamline legal workflows, and gain full visibility across your enterprise legal operations.
Trusted by leading legal teams, globally
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Streamline Legal Requests & Insights
Automatically capture and route legal requests submitted via email, ensuring timely responses and organized workflows.
Let employees generate contracts, access policies, and complete tasks with easy-to-use, automated self-service tools.
Centralize matters, documents, and tasks in one system to stay organized and reduce risk.
Track legal workload, performance, and key metrics with real-time dashboards and reporting.
Navigating the Challenges Facing Enterprise Legal Departments
As corporate legal departments scale and face rising workloads, the need for a robust Enterprise Legal Management (ELM) software platform becomes critical. Without a unified ELM solution, legal teams encounter bottlenecks, fragmented data and a lack of visibility, hindering efficiency and value delivery.
01
Fragmented Systems Slow Legal Operations
Managing legal work across disconnected tools like emails, spreadsheets, and shared drives creates silos and bottlenecks. Without streamlined systems, legal teams struggle with missed deadlines, duplications, and compliance risks.
02
No Central Source of Truth for Legal Activities
When matters, contracts, and tasks are scattered across platforms, collaboration breaks down. Legal departments operating without a unified system face inefficiencies, poor handoffs, and misalignment with internal stakeholders.
03
Lack of Legal Performance Visibility
Without real-time dashboards or analytics, it’s hard to track legal workload or measure team performance. This lack of insight makes it difficult for legal to scale efficiently or demonstrate strategic value.
Manage all legal work from intake to reporting
Intake and Centralize All Requests
Capture legal requests through smart intake forms, email, Slack, Teams, Jira, Salesforce, and more, then centralize them in one system for consistent tracking.
Triage and Assign with Automation
Automatically triage and assign requests based on matter type, team availability, or business unit using pre-configured rules within your legal intake and matter management workflow.
Track and Progress Legal Matters
Track matter status, ownership, due dates, and tasks with real-time visibility. Stay organized with a centralized dashboard purpose-built for in-house legal teams.
Collaborate with the Business and Legal Team
Enable structured collaboration between legal and business users through guided workflows, shared visibility, and contextual communication—all within the same platform.
Report on Legal Workload and Performance
Measure and share legal team impact with built-in analytics. Gain real-time insights into volume, turnaround times, and service delivery metrics.
Features for control and scalability
Custom Statuses, Fields & Boards
Track and manage matters with custom fields, statuses and boards tailored to your workflow.
Linked Inboxes
Connect email accounts and document sources directly to matters so you can search and retrieve communications easily.
Configurable Views
Filter and sort matters by priority, status, category or any field to create visibility across workflows.
Databases
Use shared, centralized legal data sources to automate workflows and maintain consistent information across matters.
No-Code Process Mapping
Build and automate workflows using drag-and-drop tools—no coding or IT support required.
Complex Workflows
Support sequential, conditional and parallel workflows to reflect real-world legal processes at scale.
Customizable Reports
Generate tailored reports and dashboards using flexible tools to track KPIs and team performance.
Template Reports
Use pre-built reporting templates to quickly implement metrics tracking and legal performance tracking.
Analytics and Trends
Uncover trends in matter volume, types and statuses to forecast demand and optimize resourcing.
AI-Powered Matter Management Software
Automate Legal Intake and Triage
Use an AI legal assistant to manage intake, answer common questions and triage matters automatically to improve response time and consistency.
Auto-Create and Assign Matters
Automatically generate matter records, pre-fill key details and assign matters to the right team using AI-driven legal workflows that reduce manual work.
Categorize and Route with AI
Leverage AI to classify matters and route them to the appropriate workflow, department or lawyer to enhance accuracy and efficiency at scale.
Dynamic duo: Intake & workflow automation
Route requests to self-service tools
Direct employees to contract templates, policy FAQs and self-service tools within your matter management platform to reduce intake volume and increase efficiency.
Guide Users Through Legal Workflow Processes
Help business users complete complex legal workflows such as contract approvals, compliance reviews and risk assessments within the matter management system.
Automate Routine Legal Tasks Across Your Tech Stack
Integrate with document automation, task management and e-signature tools to streamline contract creation, approvals and task routing.
AI Legal Front Door
Create a portal for the business to easily submit requests and access legal services.
Slack Intake
Automate and centralize the intake, triage, and assignment of requests from Slack.
Microsoft Teams Intake
Automate and centralize the intake, triage, and assignment of requests from Teams.
Forms Intake
Use intelligent forms across your preferred channels to capture & organize requests.
Matter Management
Centralize all matters, documents, approvals, & conversations for a single source of truth.
Non-Disclosure Agreement
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Service Agreement (MSA)
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Contract Approvals
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Trademark Clearance
Streamline the submission, review and clearance of trademarks.
Marketing Material Review
Streamline the submission and review of marketing materials.
Stock Clearance Requests
Streamline the submission, review and clearance of stock.
Sales Contracts
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Non-Disclosure Agreement
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Conflict of Interest
Streamline the submission, assessment, and management for conflicts of interest.
Trademark Clearance
Streamline the submission, review and clearance of trademarks.
Gifts & Entertainment
Leverage an AI legal assistant to transform your static gifts and entertainment policies.
Travel Requests
Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.
Legal / Policy FAQ
Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.
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Gifts & Entertainment
Leverage an AI legal assistant to transform your static gifts and entertainment policies.
Employee Benefits
Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.
Travel Requests
Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.
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Privacy Policy
Use an AI legal assistant to streamline privacy policy creation and communication.
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Security Policy
Use an AI legal assistant to streamline security policy creation and communication.
Connect your legal tools with Checkbox as your source of truth
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Checkbox is the technology of choice for legal teams
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Balancing capability vs. ease
“We have automated a number of previously manual or error prone tasks quickly using Checkbox where larger, less flexible incumbent systems could not. They hit the right balance between functionality and user friendliness.”
Legal Team Size: 180+ | 20,000+ Employees
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Solving enterprise complexities
“If it works at SAP, it can work anywhere. With Checkbox, we replaced complexity with clarity - automating approvals, enforcing compliance, and saving time every day.”
Legal Team Size: 400+ | 100,000+ Employees
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Deploying AI globally
“The results speak for themselves. We’re now ready to globally deploy AI-powered legal workflows, and we’re already anticipating a major return on investment from our initial pilots”
Legal Team Size: 85+ | 10,000+ Employees
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Seamless for a large organization
“Checkbox has just been incredibly seamless. That's not easy to achieve when you've got so many moving parts, especially within a large organization where attention and resources are being dragged in every direction.”
Legal Team Size: 65+ | 10,000+ Employees
Frequently Asked Questions
If you have any further questions, Get in touch with our friendly team.
How does your ELM platform compare to spreadsheets and email?
Spreadsheets and email create silos, delays and compliance risks. Checkbox centralizes all legal intake and matter work, automates intelligent triage and routing, tracks progress in real time and provides visibility into workload and performance.
Can we customize the system to fit our legal workflows?
Yes. Checkbox offers no-code, visual workflow building using drag and drop tools. You can configure matter types, intake forms, statuses, fields and routing rules without relying on IT.
How does this platform scale as our legal department grows?
Checkbox supports enterprise-level scale. You can add users, matter types, workflows and integrations without technical support. It is built to handle high volume, growing complexity and cross-department collaboration.
What kind of reporting and insights does Checkbox deliver?
Checkbox includes dashboards, customizable reports and analytics across matter volume, throughput and categories. This helps legal teams monitor performance and demonstrate resource needs.
Can Checkbox support collaboration between legal and the business?
Yes. Checkbox enables guided workflows, AI-powered assistance and shared visibility between legal and business users. Employees can self-serve with access to contract templates, FAQs and legal tools.
What tools does Checkbox integrate with?
Checkbox integrates with platforms like email, Slack, Teams, Salesforce, Jira, document repositories and e-signature tools for seamless workflow coordination.