CASE STUDY

How Telstra Automated Intake and Triage Using Checkbox

Denise Doyle
Legal Transformation Lead at Telstra
INDUSTRY
Telecommunication
DEPARTMENT
Corporate Legal
COMPANY SIZE
30,000+
LEGAL TEAM SIZE
300+
ABOUT
Telstra is Australia’s leading telecommunications and technology company, offering a full range of communications services and competing in all telecommunications markets. In Australia, they provide 18.8 million retail mobile services, 3.8 million retail fixed bundles and standalone data services and 960,000 retail fixed standalone voice services.
OUTCOMES
6,000+ hours saved per annum
Developed a digital front door for legal requests
Idea to deployment in 8 weeks
The Challenge

Telstra’s lawyers were looking at how to reduce the effort involved in automating manual documents and answering repeat questions about process or legal issues. Telstra has focused on optimising its operations and how employees work, and is enhancing the use of digital technologies among its almost 30,000 staff to achieve this goal.

For Telstra Legal, a key priority was finding a way to leverage automation with tools that can trigger a cultural change.

“A number of industry pressures moved us from our old model of lawyers dedicated to specific clients, to a more centralised one – where a broader pool of lawyers could pick up new matters coming through the door. We needed a digital tool to be that door, and Checkbox is a key piece in enabling us to deliver legal services in this new way.”
The Solution

Telstra selected Checkbox to equip its legal team with a powerful, no-code platform that enables the creation of legal apps and workflows—all without needing developer support. Lawyers can now build feature-rich tools through an easy-to-use, drag-and-drop interface, eliminating reliance on manual processes and outdated systems.

Initially, Telstra deployed Checkbox to automate a handful of specific tasks. However, the success of those implementations quickly inspired the legal team to scale up. They went on to build Engage Legal—a digital front door that centralizes all legal requests across the business.

Engage Legal allows business stakeholders to submit requests via a guided questionnaire, covering a broad range of legal scenarios. Based on their responses, the system intelligently routes the matter to the appropriate resource—whether that's an automated self-service app or a lawyer.

Many of these self-service apps were built directly within Checkbox and include:

  • Legal intake and triage
  • Non-disclosure agreements (NDAs)
  • Variation and novation agreements
  • Memorandums of understanding (MoUs)
  • By leveraging Checkbox, Telstra’s legal team can now:

    • Streamline legal service delivery at scale
    • Reduce administrative burden on legal staff
    • Gain visibility into legal request patterns
    • Provide faster, more consistent guidance across the organization

    This transformation not only improved operational efficiency but also empowered the legal team to become a proactive business partner.

    Outcomes
    Outcome Detail
    Time Saved 6,000+ hours saved per year through legal automation
    Legal Front Door Developed a digital front door for submitting and routing legal requests
    Deployment Speed Checkbox app built and launched in just 8 weeks from idea to deployment
    Cross-Department Impact Platform expanded to HR, Sustainability, and Accounting teams
    HR Contract Automation Thousands of employment agreements automated with pre-filled data and HR guidance
    Improved HR Experience Employees complete contracts through secure digital portals with pre-populated forms and advice

    Telstra has used Checkbox to modernize how their legal team works, and the company aims to expand the platform and the benefits it delivers to Human Resources (HR), Sustainability and Accounting teams.

    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.

    They will also continue to investigate the automation of more complicated agreements, such as its standard technology procurement contracts. The next priority for Telstra is building a tool to speed up the ability to advise on product exits, which has become a high priority as Telstra goes through a radical product simplification drive.

    See exactly how Telstra transformed their legal service delivery - watch the full webinar.

    The Future

    Telstra has successfully modernized its legal operations with Checkbox and is now extending the platform’s benefits across other departments, including Human Resources (HR), Sustainability, and Accounting.

    For example, Telstra HR built a Checkbox app that automates thousands of employment agreements during role or department changes. The digital portal:

    • Pre-populates contracts with relevant role information
    • Includes tailored cover letters from HR experts
    • Improves the employee experience while ensuring fast turnaround on time-sensitive HR tasks

    Looking ahead, Telstra plans to:

    • Explore automation of more complex agreements, such as standard technology procurement contracts
    • Develop tools that streamline legal advice for product exits, supporting the company’s product simplification strategy

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