How Telstra Automated Intake and Triage Using Checkbox

Digital Front Door for Legal Affairs

Telstra initially deployed Checkbox to automate a handful of specific processes, with the effectiveness of the platform inspiring Telstra’s lawyers to scale up and use it to develop the digital front door for legal requests, an app named Engage Legal.

Many of the automated self-service tools recommended by Engage Legal have been created with Checkbox, including intake and triage, non-disclosure agreements (NDAs), variation and novation agreements, and memorandums of understanding (MoU). Telstra’s lawyers are also looking at how to reduce the effort involved in answering repeat questions about process or legal issues. By leveraging Checkbox to build apps that automate these processes, Telstra can efficiently get instructions, look for patterns and provide automated guidance.

Beyond Legal

Telstra has used Checkbox to modernize how their legal team works and their use of the platform across the business. For example, Telstra HR developed an app with Checkbox that has automated thousands of employment agreements, including new contracts as departments and roles change. Employees can now complete their contracts through a secure digital portal, pre-populated with information for their role, and a cover letter containing advice from HR experts to make the process simple. This has enabled Telstra HR to meet time-sensitive deadlines while improving the employee experience when engaging with HR processes.

Doing More With Less Through Automation

Telstra’s legal team used Checkbox’s business process automation (BPA) platform to design and create a digital front door for all legal engagements, allowing the telecommunications provider to restore thousands of hours in productivity, and increase lawyers’ capacity to focus on strategic counsel, negotiation, and other complex work. Using a full suite of no-code app development features in a single platform, lawyers have built feature-rich legal apps and services through an easy-to-use, drag-and-drop user interface, eliminating extensive manual processes and legacy workflows.

As Telstra Legal takes an increasingly strategic role in an expanding enterprise, the team uses Checkbox’s no-code process automation to focus on the high-value and complex work, with the assurance the grunt work is being completed.

Watch Denise Doyle, Legal Enablement Lead at Telstra as she discusses how Telstra automated their low value and repetitive work with legal intake and triage automation. Extremely passionate about business and digital transformation, Denise walks you through:

• Telstra’s Automation Journey To Date
• Engage Legal: Telstra’s Most Prominent Example of Automation Success With Checkbox
• Telstra’s Transformation Model
• Telstra’s Change Governance Framework