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 Partnership
Complementary tools for legal intake and AI-assisted contract review. Use Checkbox to manage requests and workflows, and Ivo to review contracts, with user-managed handoffs between them.
Trusted by the world’s leading enterprises
CLM + Intake. The Missing Piece for Legal.
Legal intake and contract review need different capabilities. Checkbox and Ivo complement each other, while your team manages the manual steps between the tools.
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.
Use complementary tools across your legal workflow
Integrations and complementary tools
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
Pair Checkbox intake with Ivo contract review through user-managed handoffs
Frequently Asked Questions
If you have any further questions, get in touch with our friendly team.
Is Checkbox + Ivo an automated integration?
No. Checkbox and Ivo are complementary tools offered through a partnership. Using them together requires manual steps, including managing handoffs and keeping records up to date. The partnership does not provide automatic data synchronization between the tools.
How do Checkbox and Ivo complement each other?
Checkbox supports legal intake, workflows and matter management. Ivo supports AI-assisted contract review and contract repository work. Your team coordinates work between the tools.
How can we learn more about the partnership?
Contact the Checkbox team to discuss how the complementary tools fit your legal workflow and the manual steps your team would need to manage.
See how Checkbox can help your team
Join legal teams structuring how work enters, moves, and resolves across the business.
