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Integrations
salesforce Intake

Checkbox + Salesforce:
Sales & Legal, on the same page

Automate contract generation and approvals from Salesforce while leveraging existing CRM data

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Trusted by leading legal teams, globally

The Problem

The sales and legal tug-of-war to get approvals and close deals faster

The last thing sales want is an internal bottleneck, especially when they're racing to push deals across the finish line. For legal, it’s being caught in a constant rush to approve contracts. So how can we win together?

01

Siloed data and communication

Sales and legal teams often work in isolation with little awareness of each other’s priorities. Critical data is siloed and sales lacks visibility into approval statuses creating confusion & impacted productivity.

02

Contract delays from manual work

It’s not like legal is purposely delaying deals. Delays often happen due to admin tasks outside of actual contract review like manual intake and data entry, delaying & diverting attention from critical review work.

03

Overwhelming volumes of requests

If the team isn’t inundated enough already by contract approval requests, that’s not the only work they do. Without automation and streamlined workflows, it’s difficult to keep up with growing workload.

The Solution

Automate intake, approvals and data entry from Salesforce

Intake from Salesforce

Allow the sales team to directly kick-off contract requests from Salesforce

Generate contracts

Enable sales reps to automatically create contracts leveraging existing CRM data

Automate approvals

Automatically route contracts to the designated approvers for review

Track every request

Keep a complete record of all requests and their progress and statuses

See how the Salesforce integration works

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Let lawyers be lawyers

In our dream world, lawyers work exactly the same as they always have. Checkbox is the icing on the cake that provides the visibility and reporting that GCs need.

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01

Sync matters from the channels lawyers are already working in

Lawyers can remain working in the systems that suit them, while Checkbox gleans the necessary information to keep GCs and legal ops in-the-know. Seamless sync across  channels allows intake and matter management to be effortless. No more manual admin.

02

Gain the insights and data you need to supersize the legal team

With end-to-end matter tracking, a new depth of insights can be found with Checkbox’s reporting capabilities. Enable a clear overview and report over legal team performance to effectively communicate legal’s value to leadership.

Connect your legal tools with Checkbox as your source of truth

Communication
Slack

Capture Slack messages 
into complete matters

Communication
Gmail / Outlook

Automate matter tracking and self-service on email

CONTRACT LIFECYCLE
Ironclad

Sync contract requests & get one view of all legal matters

Frequently Asked Questions

If you have any further questions, Get in touch with our friendly team.

What is Checkbox?

Checkbox is the legal intake and automation software for teams to manage all work from intake to reporting.

With growing legal demand but not enough resources to sustainably support it, Checkbox helps legal teams drowning in requests to respond to and track matters more efficiently.

Checkbox automates manual processes, tracking and data capture in the background, allowing legal and business teams to gain visibility without changing how they work.

That way, legal teams can spend less time on manual admin and change management and more time on driving legal’s value to the business.

Why should I integrate Checkbox with my existing tools?


Integrating Checkbox with your existing legal tech stack helps eliminate manual admin and create a seamless workflow.

By automating intake, document handling, approvals, and data entry, legal teams can reduce back-and-forth between systems while maintaining a single source of truth for all matters, decisions, and approvals.

Does Checkbox’s integrations support a one-way or two-way data sync?


Many Checkbox integrations support two-way synchronization, meaning data flows both into and out of Checkbox in real time.

For example, when a legal request is created through Slack, it is automatically logged in Checkbox and any updates—such as status changes or approvals can be pushed back to Slack.

Similarly, with contract lifecycle or e-billing platforms, key data such as contract statuses or legal spend can sync directly into Checkbox for better tracking. This ensures all systems remain up to date without requiring manual data entry, improving efficiency and accuracy.

How do I set up an integration with Checkbox?

Setting up an integration with Checkbox is straightforward and can be done through the platform’s settings in a matter of minutes. Many standard integrations, such as Slack or DocuSign, can be enabled with a few clicks using API keys or OAuthauthentication.

For more complex or custom integrations, pre-built connectors or webhooks and RESTAPIs can be used to integrate with any other system.

Can I integrate Checkbox with a tool not listed?


Yes, the integrations listed on the website are not the full list of integrations. If Checkbox doesn’t have a native integration for a specific tool, there are multiple ways to connect it where Checkbox offers API and webhook capabilities for custom integrations.

If you need guidance on setting up a custom integration, Checkbox’s team can help with best practices and technical support.