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A Conversation between Stephanie Corey and Evan Wong
Legal tech AI is rapidly redefining the legal landscape, turning essential tasks like intake and reporting into streamlined, strategic processes. We’re excited to share the insights from our recent webinar, where Stephanie Corey of UpLevel Ops and Evan Wong, CEO of Checkbox, discussed how legal teams can harness AI for efficiency and elevated value.
Evolving Legal Intake: From Manual to AI-Enabled Efficiency
Legal teams have long struggled with time-consuming intake processes, from direct requests to email inbox overload. Now, as Evan Wong highlighted, AI-powered automation is transforming intake workflows, making it simpler for legal teams to manage increasing demand without compromising quality.
Wong explained how today’s technology enables legal teams to meet employees “where they are” by embedding intake within commonly used tools like Slack, Teams, and Salesforce. Rather than overhauling employees’ habits and needing yet another change management session with our lawyers, AI intake and reporting is now integrated directly into their workflows, encouraging adoption and reducing friction.
Enhancing Reporting and Visibility with Real-Time Data
With intake automation, data visibility emerges as a powerful benefit, providing metrics that legal teams can leverage to demonstrate value and align with organizational goals. Stephanie Corey emphasized that without streamlined intake processes, reporting on legal work can be inefficient and inaccurate.
By capturing and analyzing data from AI-driven intake, legal departments can more effectively manage resources, balance workloads, and highlight their strategic contributions. Wong shared examples of how companies use automated reporting to not only ensure efficiency but also to bolster compliance and prioritize high-impact work, creating a clearer view of the department’s impact.
“Telling leadership that you're saving money from outside counsel is just solidifying your position as a cost center. You need to show business value – accelerating revenue and deals, reducing cycle times, and exchanging self-service for manual work.” - Stephanie Corey, CEO and Co-founder at UpLevel Ops
What does a single source of truth look like? Get a glimpse of Checkbox’s analytics and dashboard features in action.
Reducing Burnout and Unlocking Strategic Capacity
One of the significant challenges facing legal departments today is employee burnout, a result of rising workloads and limited resources. Wong discussed how automation and AI in legal technology address this issue by offloading high-frequency, low-complexity tasks, such as policy inquiries or NDA approvals, to automated systems.
This allows lawyers and legal ops teams to focus on high-value work, driving strategic initiatives and strengthening partnerships across the organization. Corey noted that AI-driven intake and reporting systems ultimately allow legal teams to reclaim time for essential, high-impact tasks, shifting their role from reactive problem-solvers to proactive business enablers.
“The next level you’ll see from us is capabilities that transform our AI-powered chatbot into a kind of ‘co-counsel.’ It will enable lawyers to not only ask a question in Slack, Teams, and email, but also get an answer there—creating a rich, dynamic tool that can extract the key subject in-conversation and automatically create a matter and assign it.” – Evan Wong, CEO and Co-founder at Checkbox
A Glimpse into the Future: Next-Generation Intake and Reporting
As a teaser for what’s coming in early 2025, Wong shared Checkbox’s latest developments in legal intake and reporting technology. With a vision of creating a “formless” intake experience, Checkbox aims to eliminate traditional intake forms, relying instead on conversational AI and natural language processing to gather essential data automatically. This next-generation system will be able to dynamically adapt to complex scenarios, guiding users through processes and ensuring accuracy without the need for manual entry.
AI-powered intake and reporting solutions are transforming the legal profession, offering newfound efficiency, data-driven insights, and valuable resource reallocation. With these tools, legal teams can better support their organizations, showcase their value, and focus on strategic growth and proactive risk management.
Want to learn more? Book a demo with Checkbox today and experience the future of legal ops today.
Frequently Asked Questions
How will AI redefine client intake and case assessment in legal practice?
AI will automate and streamline client intake by capturing and analyzing case information through natural language processing, reducing administrative overhead. It will also help assess case viability and risk early, allowing lawyers to prioritize high-value matters more efficiently.
What ethical challenges might arise from AI’s role in legal decision-making?
Key ethical concerns include bias in AI models, lack of transparency, and unclear accountability for AI-generated outcomes. Legal professionals must ensure responsible use, maintain oversight, and comply with professional conduct standards.
In what ways will AI transform the daily workflows of future legal departments?
AI will handle repetitive tasks like intake, document review, and triage, freeing legal professionals to focus on strategic and advisory work. It will also improve decision-making through real-time data insights and automate complex workflows across tools.
What are the benefits of using AI legal assistants for in-house teams?
AI legal assistants streamline intake, automate document drafting, and enhance triage, allowing in-house teams to scale without adding headcount. These tools also improve response times and increase internal client satisfaction.
Checkbox's team comprises of passionate and creative individuals who prioritize quality work. With a strong focus on learning, we drive impactful innovations in the field of no-code.
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