Manual data input is clunky and takes time
The purpose of a tracker is to manage work more efficiently. So why do spreadsheets take so much time out of your day to update?
What makes Checkbox better?
While spreadsheets may be a step up from working out of your inbox, Checkbox is the premier solution for legal matter management, from intake all the way to reporting.
Trusted by leading legal teams, globally
Spreadsheets are only convenient for so long
The value of a spreadsheet tracker begins to expire as your legal team grows. If you’re here, chances are that you are looking to find a better, more permanent solution for legal intake management.
Information is limited to what’s visible in the cell
The nature of legal work is complex and can often change at a moment’s notice. Only so much information can be seen from one cell.
Reporting is tiresome and hard to customize
Creating reports is difficult and time-consuming, hindering the legal team’s responsiveness and clarity on metrics, performance, and department value.
Tailor-made for legal
See how Checkbox is designed to handle the complexities of legal work while streamlining the entire matter lifecycle.
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.
Intelligent Triage
Remove the inconsistency and error out of triage with automatic categorization and assignment.
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Email & Slack/Teams Intake
Never be in the dark again. Capture conversations no matter where the request comes from.
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Data Privacy & Compliance
Keep confidential information confidential. Limit sensitive data to the necessary stakeholders.
Activity Log
Capture all matter information, notes & files in one tab, rather than locked behind 10 email threads.
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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.
See how we match up
Real-time automatic matter updates
Yes
No
Best for teams of size
4+ lawyers
1–2 lawyers
Built to scale with your company
Yes
No
Solution templates that are actually relevant
Yes
No
Integrations with email, Slack, Teams, Ironclad and more
Yes
No
Reporting and data tracking
Yes
Limited
24/7 support
Yes
No
AI-powered capabilities
Yes
No
Give it a spin
Frequently Asked Questions
If you have any further questions, get in touch with our friendly team.
What is Checkbox?
Checkbox is an 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, DocuSign, AdobeSign and more.
More on moving beyond spreadsheets
Why Jira and Spreadsheets Don’t Work for Legal TeamsWhy general-purpose tracking tools fall short for legal intake, matter management, and reportingHow to Move Away from Spreadsheets for Legal Workflow & Matter IntakeSix practical steps for replacing spreadsheet-led intake with a more scalable legal workflow3 Ways to Manage Legal Requests (Without Spreadsheets)A guide to legal intake software, end-to-end legal operations platforms, and other alternativesAlternatives to Spreadsheets for Managing Legal MattersCompare purpose-built legal tools, ticketing systems, CLMs, ELMs, and project management platforms
