Tour the Checkbox Platform
Explore how AI-powered intake, matter management, and reporting works.
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What makes Checkbox better?
While project management solutions like Jira can be used to track legal matters, it lacks essential functions and isn’t designed for legal the way Checkbox is.
Trusted by leading legal teams, globally
Legal requires a dedicated management software for legal
The limitations of tools like Jira become apparent as legal complexities grow. If you’re here, you’re likely seeking a more tailored, effective solution for managing legal intake and matters.
01
Legal work isn’t made for agile workflows
The complexity of legal matters and stakeholders means that agile frameworks and ‘sprints’ just aren’t suitable. A software shouldn’t confine legal to processes that do not work for them.
02
Privacy concerns are dealbreakers
When legal matters often require multiple lawyers and stakeholders hopping in and out of confidential projects and NDAs, Jira’s collaboration and privacy features are simply not enough.
03
Difficult UI and complex set up
While Jira is powerful, it is notoriously complicated to understand and unintuitive for a non-IT user. A legal tracker shouldn’t need IT support for basic customization.
Get the features you need
See how Checkbox is designed to handle the complexities of legal work while streamlining the entire matter lifecycle.
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Automatic Intake System
Eliminate manual data entry with automated request intake and tracking. Gather the relevant information from your preferred communication channels and see them auto-populate inside Checkbox.
Matter Management
More than just a tracker - compile conversations, files, and matters for a single source of truth.
AI Intelligent Triage
Automatically capture essential details such as request type with intelligent triage functions.
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Document Management
Never goose-chase a file again. View relevant files and contracts without needing a document repository.
Data Privacy & Compliance
Keep confidential information confidential. Limit sensitive data to the necessary stakeholders.
Legal-Specific Integrations
Connect to tools like Ironclad, Asana, Brightflag, Docusign & Adobe Sign on top of your usual integrations.
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Data & Reporting
Experience the ease of reporting right out of Checkbox’s dashboards. Customize and leverage a cohesive view into metrics such as matter volume, type, cycle time for seamless communication with leadership.
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See how we match up
Real-time automatic matter updates
Yes
No
Designed for specific business function
Legal
IT/Engineering
Limit board access for confidential matters
Yes
No
Ability to handle matters at all complexities
Yes
No
Intuitive user interface for every user
Yes
No
Advanced and customizable reporting & data
Yes
Limited
AI-powered intake and triage
Yes
No
Frequently Asked Questions
If you have any further questions, Get in touch with our friendly team.
What is Checkbox?
Checkbox is intake and workflow automation platform used by legal teams to maintain control, gain visibility, and get work done. With Checkbox, spend less time on manual, administrative work, and more time being the legal function that partners and grows together with the business.
Loved by legal and the business for our ease of use, features, and support, companies like Allianz, Coca-Cola Europacific Partners, BMW and Xero transform their legal services with Checkbox.
What features set Checkbox apart?
Checkbox stands out as a comprehensive legal intake and matter management platform tailored for modern legal teams. Our platform acts as a legal front door, streamlining the intake process and ensuring that requests are properly tracked and managed. Key features include seamless channel sync across Slack, Teams, and email, allowing your team to stay connected and informed without switching platforms.
With AI-powered capabilities, Checkbox automates routine tasks and extracts key information, enhancing efficiency. Additionally, our advanced and customizable reporting features provide legal operations and GCs with the insights needed to optimize performance and demonstrate the value of the legal department.
Do you have templates so we do not have to start from scratch?
Yes, Checkbox has a range of templates for common use-cases across intake & matter management, workflow automation, self-service tools and AI chatbot which you can get access to. Leverage ready-to-use solutions, reporting and more so you can view industry standard processes and implement faster. Explore our available solution templates.
How do I know what the right method for my team is?
Choosing the right tool for your legal team depends on your specific needs and goals. If your team is struggling with manual tracking in spreadsheets, a dedicated matter management platform like Checkbox offers a streamlined, centralized solution designed specifically for legal operations. Unlike general project management tools, Checkbox integrates seamlessly with your existing communication channels, automates repetitive tasks, and provides customizable reporting tailored to legal workflows. For teams looking to move beyond the limitations of spreadsheets and generic tools, Checkbox delivers a purpose-built platform that enhances efficiency, visibility, and collaboration within legal departments.
Can Checkbox integrate with our existing systems or database?
Yes, solutions built on Checkbox can be integrated with any other system that has available REST APIs. Integrations within Checkbox applications typically streamline the flow of data and trigger events across your existing systems and workflow. You can pull data and documents from other systems into Checkbox and conversely push data and documents into other systems automatically.
Key integrations with Checkbox include email, Slack, Microsoft Teams, Sharepoint, Salesforce, Google Suite, Hubspot, Salesforce, DocuSign, AdobeSign and more.