Trusted by leading legal teams, globally

The Legal Service Hub

Intake & Matter Management

Say goodbye to wasted time spent on manually managing hefty volumes of emails and requests, unfocused expertise and doubling up of work across lawyers.

Easily capture, assign and centralize matters, files & approvals and gain visibility into performance metrics for request volume, type, status and cycle times.

Workflow Automation

No more administrative burden, delayed & unstructured processes, and legal being blamed as the blocker for growth.

Automate and digitize processes for contracts, legal governance & compliance, risk management, IP, business support and more. Progress work, secure opportunities, and enable scalability.

Self-service Tools

Spend less time addressing simple, repetitive legal requests and blocking the business from getting their work done.

Enable employees to self-serve low-risk contracts, FAQ, policies and risk assessments. Refocus your team on complex, strategic initiatives and move forward together with the business.

AI Chatbot Assistant

It shouldn’t be so difficult and require mass change management for employees to access and engage in legal services.

Provide an instant and conversational experience for employees to ask and receive legal help. Maximize policy adoption, mitigate risk, & better support the business.

Meet the business where they are & easily capture requests of all types

Leverage AI or forms to route requests automatically based on matter type, lawyer expertise, capacity and business unit to get more organized and regain control.

AI-powered Intake
Smart Forms
Ticketing
Triage & Assignment

Digitize manual processes for contracts, risk, policies, & more

Leverage tools for contract generation, approvals, decisioning, calculations, conditional logic and more to accelerate work, manage risk, and enable scalability.

Document Automation
Decisioning
No -Code Development
Templates

Enable a single source of truth and provide insight into legal performance

Gain visibility across all matters to measure volume, status, cycle time and more, identify opportunities for budget and resourcing, and communicate legal’s impact.

Dashboards & Reports
Ticketing
Audit Trails
Analytics

Experience the Checkbox difference

6,000+

hours saved on average annually from automating intake & triage.

50-80%

reduced volume of matters requiring manual review and action.

60%

of time reduced to complete manual processes.

Get started with use cases
& solution templates

INTAKE

AI Legal Front Door

Capture requests from anywhere and guide users through request resolution

AI ASSISTANT

Legal / Policy FAQ

Address policy inquiries instantly using AI or route to the relevant resource

contracts

NDA Automation

Allow employees to self-serve the generation of compliant NDAs in just minutes

WORKFLOW

Gifts & Entertainment

Simplify the registration & approval of company gifts and gratuities

CONTRACTS

Sales Agreements

Empower the sales team to self-serve the generation of agreements with ease

WORKFLOW

Trademark Clearance

Streamline the submission, review and clearance of trademarks

WORKFLOW

No-Code Automation

Enable your firm to streamline inefficient processes and build client solutions

INTAKE

Client Intake

Attract & win new clients by simplifying and automating the client intake process

WORKFLOW

Legal / Compliance Audit

Automate your compliance audit questionnaires and assessments

CONTRACTS

Copyright License

Automate copyright license agreements in minutes & refocus time on new revenue

WORKFLOW

Data & Security Incident

Report incidents, assess potential breaches to monitor and improve coverage

CONTRACTS

Document Approvals

Guide users through document approvals & streamline intake, review and execution

INTAKE

Intake-to-Procure

Provide a self-service portal for employees to initiate a purchase or vendor request

workflow

Approval Workflows

Guide users through approval requests, streamline review and gain visibility

workflow

Vendor Risk Assessment

Decrease time on evaluating vendors by automating your vendor risk assessments

workflow

Modern Slavery Check

Automate manual checks for suppliers’ alignment to modern slavery laws & policies

CONTRACTS

Vendor Agreements

Generate bespoke & error-free vendor agreement reports in a matter of minutes

conracts

NDA Automation

Allow employees to self-serve the generation of compliant NDAs

INTAKE

Project Risk Register

Provide a single digital access point for the business to register risks

WORKFLOW

Security Risk Assessment

Automate the identification, estimation, and prioritization of risks to operations & assets

WORKFLOW

Data & Security Incidents

Report incidents, assess potential breaches to monitor and improve coverage

WORKFLOW

Innovation Risk Audit

Automate the risk mitigation and management of business innovation ideas

WORKFLOW

Automated Vendor Audits

Assess a vendor’s information security, risk level, and identify any control gaps

WORKFLOW

SOC2 Readiness

Assess the compliance of suppliers against SOC2 controls and generate reports

CONTRACTS

Employment Agreements

Automate employment agreements end-to-end - from intake, review to e-signature

AI ASSISTANT

HR Policy FAQ

Address policy inquiries instantly using AI or route to the relevant resource

INTAKE

Employee Self-Service

Provide a single digital access point for the business and enable self-service

WORKFLOW

Employee Onboarding

Fast-track and streamline the onboarding experience for employees, managers and HR

CONTRACTS

Bulk Employment Letters

Meet deadlines and generate hundreds of personalized letters in just a few clicks

CONTRACTS

Job Description Generator

Enable managers to self-serve the generation of compliant job descriptions

WORKFLOW

Financial Risk Assessment

Automate the identification, estimation, and prioritization of financial risks

WORKFLOW

Automated Reports

Generate bespoke & error-free financial reports in a matter of minutes

WORKFLOW

ESIC Eligibility

Streamline eligibility assessments for ESIC tax concessions & receive tailored advice

WORKFLOW

Expense Approvals

Enable users to self-serve and efficiently lodge expense claims for approval

CONTRACTS

Sales Proposal Automation

Empower the sales team to self-serve the generation of proposals with ease

WORKFLOW

Accounts Payable Check

Automate the collection of matter and client management information for accounting

LEADING INTAKE & WORKFLOW AUTOMATION SOFTWARE

Spend more time on scaling legal’s impact with the business