Not all work is created equal. And when resources feel tight, knowing what to focus on makes all the difference. When a team is small but the work isn’t, clarity on where to focus is the biggest advantage.

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.