Automate Your Processes & Services Without Code
Trusted & used daily by enterprises worldwide
Everything you need to automate your business processes fast
Build, customize and maintain your own apps cost-efficiently without relying on IT.
Using drag and drop makes designing, building and deploying solutions quick and easy.
- Document Generation
- Workflow Automation
- Forms Automation
- Decision Support
-
Document Generation
Create an intuitive, self-service tool
to automate documents without code -
Workflow Automation
Automate your workflows and
eliminate tedious manual processes -
Forms Automation
Capture all the information needed
for workflows, decisions & documents -
Decision Automation
Enable the digitization and automation
of expert knowledge and processes -
Data Management
Record, retrieve and update all your
data in one place, using drag and drop
Make Your Services Self-serve
Launch self-service tools to provide 24/7 access for users whilst freeing up experts to focus on more high value work. Drive efficiencies by enabling expert knowledge to be easily accessible by the entire organization.
From Ideation to
Solution In Hours
Checkbox prioritizes your speed to demonstrable ROI.
We provide you with a powerful and flexible platform alongside a unique, proven implementation path
Checkbox for Business Operations & IT
Streamline manual processes across intake, triage, approvals, advice and document workflows and codify organizational knowledge
- In-house Legal
- People & HR
- Law Firms
- Risk & Compliance
- Finance & Tax
- Procurement

Matter Intake & Triage
Enable self-service and automate your legal request & matter intake process end-to-end
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Non-Disclosure Agreement
Create an automated self-service NDA tool and facilitate the approval & signature process
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Document Execution Approval
Facilitate a digital approval process around the signing and execution of an agreement
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Master Services Agreement
Create an automated self-service MSA tool and facilitate the approval & signature process
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Self-Service Legal Advice & FAQ
Enable the self-service of standardized legal advice, automating escalation workflows and providing legal FAQ
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Supplier Agreement
Create an automated self-service supplier agreement tool and facilitate the approval & signature process
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Sales Agreement
Enable self-service to quickly generate and approve a consistent and bespoke sales agreement
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Sales Proposal
Enable self-service to generate consistent sales proposals in minutes, all in one place
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Employment Agreement
Automate standard, low risk letters & agreements that are personalized using dynamic clauses and remuneration
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HR Onboarding
Digitize and streamline the onboarding experience for employees, HR and other business functions
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Job Description Generator
Automate the creation of bespoke yet standardized job descriptions for any role in your company
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Performance Review
Facilitate and align the employee and manager assessment of performance reviews, including document generation
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Self-Service HR Advice & FAQ
Enable the self-service of standardized HR advice, automation escalation workflows and providing HR FAQ
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Reference Collector
Consolidate all references while tracking the entire process end-to-end from a single location
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Wills Generator
Generate Wills from an intuitive digital questionnaire that take into account factors including property & children
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Unfair Dismissal Claims
Allow the application for unfair dismissal claims via automated & intuitive questionnaires and workflows
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Automated Advice Generator
Acquire new leads, add value to existing clients & empower junior lawyers by providing a 24-7 self-serve advice tool
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Case Generation
Productize processes and re-tool service lines to generate cases from new or existing customers
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Copyright Licence Generator
Provide a copyright licence generation tool to customers to generate new sources of revenue
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Patent Application Automation
Revolutionize the patent application process by eliminating mistakes through legal automation
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Information Security Risk Assessment
Quickly automate information security risk assessments to keep data secure
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International Data Compliance Assessment
Assess the compliance of data risk & security on existing and new systems
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SOC2 Readiness Assessment
Assess the compliance of a supplier defined by SOC2 standards to generate a bespoke compliance report
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Vendor Audit (CPS234)
Create an automated self-service supplier agreement tool and facilitate the approval & signature process
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Claims Review Audit
Digitize your audits to retain 100% compliance with regulatory bodies with less cost
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Expense Request Workflow
Triage expense claims to the accounts team and facilitate the approval workflows across different stakeholders
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Sales Proposal Generator
Calculate the quote for service and generate a sales proposal with dynamic content tailored to the client’s needs
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Vendor IT Risk Assessment
Digitize inefficient spreadsheet questionnaires, automatically selecting the compliant set of controls & questions
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Automated Finance Risk Assessment
Minimize risk at scale by automating the finance risk assessment process
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Financial Report Generator
Generate bespoke and compliant-by-design financial reports within a fraction of the time
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ESIC Eligibility
Provide a self-serve assessment tool & automate the ESIC end-to-end eligibility test including the generation of advice
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Procurement Framework
Turn complex paper-based procurement policies into intuitive and efficient digital user journeys, customized to your needs
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Procurement Policy Triage and Approval
Empower users to raise a request, assess risks and triage the request
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Modern Slavery Risk Assessment
Assess suppliers against modern slavery standards and policies
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Vendor Agreement Generator
Fast track procurements by creating self-service, automated agreements that are ready to go
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Vendor Risk Assessment
Decrease time on evaluating vendors and reduce overall internal effort through automating your vendor risk assessment
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Join leading innovative enterprises
Trusted by enterprises worldwide, companies are using Checkbox to transform their operations and achieve winning outcomes
Denise Doyle
Legal Transformation Lead
Denise Doyle
Legal Transformation Lead
Get started with Checkbox
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