Manual and disconnected work
Legal teams are left managing work manually through a patchwork of emails, spreadsheets, makeshift solutions, and project management tools.
Checkbox + Ivo: From request to repository
Checkbox + Ivo turn legal intake into self-serve workflows, accelerate negotiations with AI redlining, and capture every contract in a searchable, obligations-aware repository.
Trusted by the world’s leading enterprises
CLM + Intake. The Missing Piece for Legal.
Without Checkbox + Ivo, legal teams are left juggling scattered intake, manual redlines, and blind spots in their repository. Together, Checkbox and Ivo close the loop.
Governance and confidentiality risks
Emails, spreadsheets, and project management tools aren’t designed for sensitive legal data security or regulatory compliance. Crucial audit trails and decision logs can easily be lost.
No tracking and reporting beyond contracts
Without complete data, GCs lack visibility over legal. Reporting is incomplete, decisions are reactive, and opportunities to optimize resources and demonstrate impact are missed.
Capture all legal requests, both contracting and non-contracting
Connect Your Legal Tools with Checkbox as Your Source of Truth
Gmail / Outlook
Automate matter tracking and self-service on email
Slack
Capture Slack messages into complete matters
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Microsoft Teams
Capture Teams messages into complete matters
Salesforce
Create contracts and auto-sync key CRM data
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Ironclad
Sync contract requests and get one view of all legal matters
Ivo
Automate intake and sync approvals in one workflow
Frequently Asked Questions
If you have any further questions, get in touch with our friendly team.
What is Checkbox?
Checkbox is the legal intake and automation software for teams to manage all work from intake to reporting. With growing legal demand but not enough resources to sustainably support it, Checkbox helps legal teams respond to and track matters more efficiently. Checkbox automates manual processes, tracking, and data capture in the background, allowing legal and business teams to gain visibility without changing how they work.
Why should I integrate Checkbox with my existing tools?
Integrating Checkbox with your existing legal tech stack helps eliminate manual admin and create a seamless workflow. By automating intake, document handling, approvals, and data entry, legal teams can reduce back-and-forth between systems while maintaining a single source of truth for all matters, decisions, and approvals.
Does Checkbox support one-way or two-way data sync?
Many Checkbox integrations support two-way synchronization, meaning data flows both into and out of Checkbox in real time. This keeps connected systems up to date without manual data entry, improving efficiency and accuracy.
How do I set up an integration with Checkbox?
Standard integrations can be enabled through the platform settings using API keys or OAuth authentication. For more complex or custom integrations, Checkbox supports pre-built connectors, webhooks, and REST APIs.
Can I integrate Checkbox with a tool not listed?
Yes. Checkbox offers API and webhook capabilities for custom integrations, and the Checkbox team can help with best practices and technical support.
See how Checkbox can help your team
Join legal teams structuring how work enters, moves, and resolves across the business.
