.png)
Trusted by leading businesses, globally
The Platform Suite
Intake & Matter Management
Say goodbye to wasted time spent on manually managing hefty volumes of requests, unfocused resources & doubling up of work.
Easily capture, assign and centralize matters, files, approvals & emails to gain visibility and control over requests and enable streamlined service delivery.
Workflow Automation
No more administrative burden, delayed & unstructured processes, and being blamed as the blocker for growth.
Automate, streamline, and execute processes between people, systems, and data. Progress work and secure opportunities, build standardization, and enable scalability.
Self-service Tools
Spend less time addressing simple, repetitive 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 your team’s services.
Provide an instant and conversational experience for employees to ask and receive help from your team. 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, team 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, 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 for your services
Leverage a connected service hub to gain visibility across all matters and work, identify opportunities for resource allocation, and to communicate team 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.
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
.svg){kind=logo}
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
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
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
-svg.svg)
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
.png)
