Siloed data and communication
Sales and legal teams often work in isolation with little awareness of each other’s priorities. Critical data is siloed and sales lacks visibility into approval statuses, creating confusion and impacting productivity.
Checkbox + Salesforce: Sales & Legal, on the same page
Automate contract generation and approvals from Salesforce while leveraging existing CRM data.
Trusted by the world’s leading enterprises
The sales and legal tug-of-war to get approvals and close deals faster
The last thing sales want is an internal bottleneck, especially when they’re racing to push deals across the finish line. For legal, it’s being caught in a constant rush to approve contracts. So how can we win together?
Contract delays from manual work
Delays often happen because of admin outside the actual contract review, including manual intake and data entry, diverting attention from critical review work.
Overwhelming volumes of requests
Contract approvals are only one part of legal’s workload. Without automation and streamlined workflows, it’s difficult to keep up with growing demand.
Automate intake, approvals and data entry from Salesforce
See how the Salesforce integration works
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.
