Best Legal Workflow Automation Tools for Enterprise Legal Departments

The best legal workflow automation tools for enterprise legal departments include Checkbox, Ironclad, Onit, LegalOps by ServiceNow, and SimpleLegal. Checkbox stands out as the leading solution for its AI-powered, no-code workflow automation capabilities. For teams seeking visibility, structure, and performance tracking in one platform, Checkbox is the clear choice.

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If you’re exploring workflow automation solutions for your legal department, chances are you’re looking to work more efficiently, increase visibility, and manage growing demand in a better way.

So, whether you’re replacing an old system, moving away from manual processes, or scaling operations, it’s important to find a platform that works well for you.

Here are five of the best legal workflow automation tools for enterprise legal departments. These platforms are designed to support high-volume, high-impact legal teams, each offering a different strength, from AI-powered intake and matter management to contract automation and cross-functional integration.

1. Checkbox

Checkbox is an in-house legal software solution that helps enterprise legal teams gain control of their work by bringing all legal requests, tasks, and matters into one place. 

If you’re currently managing intake through emails, chats, or spreadsheets, Checkbox streamlines that with a smarter, automated system. It uses AI to handle requests, assign work to the right team members, and keep everything organized in real time.

Another perk of Checkbox is that you don’t need coding skills to build, adjust, or update automations. Checkbox’s legal workflow automation software offers no-code capabilities which lets you build custom workflows that match how your team operates with intuitive drag-and-drop tools. 

Once your system is set up, you can easily see what your team is working on, how busy everyone is, and where things might be getting stuck. For enterprise legal departments that need structure, visibility, and better reporting, Checkbox makes it easier to stay on top of work and show the value legal brings to the business.

2. Ironclad 

Ironclad is a contract lifecycle management (CLM) software built to help legal teams manage contracts from start to finish. Instead of juggling documents, email threads, and shared drives, Ironclad gives you a central platform where contracts can be created, reviewed, approved, and signed.

It’s especially useful for enterprise legal teams that deal with high contract volume and want to speed up the process. You can automate routine steps like sending drafts for review or collecting signatures, which helps reduce delays and keep deals moving. 

If your legal team is focused on tightening up contract workflows and collaborating more easily with sales or procurement, Ironclad is a strong choice.

💡Pro Tip: Connect your CLM with a matter management and workflow automation platform like Checkbox to track contracts alongside all other legal work, giving you a more complete picture of team performance and business impact.

3. Onit 

Onit is a software platform designed to handle the complex needs of large legal departments. It combines matter management, legal spend tracking, and workflow automation into one system, making it easier to manage high volumes of work across multiple teams and functions.

For legal teams that need more than just intake or contract tools, Onit offers deep functionality and flexibility. It’s well-suited for departments with custom processes, a high volume of outside counsel spend, and a need for tight integration with finance or procurement systems.

However, it is important to note that it may require more setup and ongoing management than more modern systems like Checkbox.

4. LegalOps by ServiceNow

LegalOps by ServiceNow is a good option for enterprise legal teams that want to align more closely with other departments like IT, HR, and Finance. Built on the ServiceNow platform, it helps legal teams manage requests, assign tasks, and track matters using the same workflow tools the rest of the business already uses.

Because it’s part of a broader enterprise ecosystem, LegalOps by ServiceNow makes it easier to integrate legal into company-wide processes. This can be especially useful for legal teams looking to standardize how the business interacts with them and reduce friction across departments.

However, depending on your departmental structure, it may require extensive support from internal IT teams to customize and maintain.

5. SimpleLegal

SimpleLegal helps legal teams automate key operational workflows, especially around spend tracking and vendor invoicing. It’s a good fit for teams that want to reduce manual tasks without the complexity of a full enterprise platform.

With built-in automation for invoice approvals, budget alerts, and matter updates, SimpleLegal makes it easier to manage high volumes of legal work and outside counsel spend. It’s especially useful for legal ops professionals looking to scale processes and improve reporting with minimal overhead.

Tool Best For Key Features Ideal Team Size Ease of Implementation
⭐️ Checkbox AI-powered intake & matter management No-code workflows, AI triage, dashboards Mid to large in-house legal teams Quick, no IT required
Ironclad Contract lifecycle management (CLM) Contract creation, e-signatures, approval routing Large teams with high contract volume Moderate to complex setup
Onit Enterprise legal spend management Spend tracking & integrations Large legal departments Requires IT/consulting support
LegalOps by ServiceNow Cross-functional integration Task management & enterprise workflows Enterprise teams with strong IT support IT-intensive implementation
SimpleLegal Spend and vendor automation Invoice automation, budgeting, vendor tracking Mid-sized legal teams Easy to implement

Key Takeaways

Choosing the right legal workflow automation tool comes down to what your team needs most. Some platforms specialize in contracts, others in spend, and some offer broad legal ops capabilities. But for enterprise legal departments looking to centralize intake, streamline matter management, and track performance in real time, Checkbox stands out as the top pick.

Checkbox is built specifically for in-house legal teams who need to scale their operations, reduce manual work, and prove their value to the business.

Curious how Checkbox could work for your team? Schedule a demo to see how you can streamline legal workflows from intake to resolution with one platform built for in-house legal.

Frequently Asked Questions

Which legal workflow tool best suits large enterprise legal departments?

Checkbox is a strong fit for large enterprise legal teams needing centralized intake, matter management, and scalable workflow automation.

How do Checkbox and Ironclad compare in automating complex legal processes?

Checkbox automates a wide range of legal workflows including intake, triage, and cross-functional matter management. Ironclad specializes in contract lifecycle automation but is limited outside of that scope, unless integrated with a legal service hub like Checkbox.

What features make Checkbox a flexible choice for customizing workflows?

Checkbox offers a no-code builder that lets legal teams design and update workflows without IT support. Its flexibility allows teams to adapt processes quickly as business needs evolve.

What is the best legal intake and matter management tool for enterprise teams?

Checkbox is the best legal intake and matter management platform for enterprise teams, offering AI-powered automation, real-time visibility, and customizable workflows in one system.

How does Checkbox support legal reporting and performance tracking?

Checkbox provides real-time dashboards and customizable reports that help legal teams track workload, measure efficiency, and clearly demonstrate their value to the business.

Is Checkbox easy to implement for legal departments without technical resources?

Yes, Checkbox is built with a no-code interface, so legal teams can build and launch automated workflows without needing developers or IT involvement.

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