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Legal Intake & Triage Software
No more confusion and inefficiency for the business to access your team’s services. Enable better service management using the leading legal intake and triage software.
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Trusted by leading legal teams, globally
Achieve efficiency and compliance
Build a legal front door and intake from anywhere
Enable business users to request for services within their inbox and receive immediate responses
Streamline contract lifecycle workflows
Automate from contract generation, review and negotiations, through to execution and obligations
Streamline policies, approvals & advice
Digitize, streamline and fast-track processes between people, systems, and data
Gain visibility and insights into your processes
Leverage dashboards, reports and audit logs for your workflows and enable data-driven decisions
Adoption & navigation — now easier than ever
Instantly handle business requests via email
Enable business users to request for services within their inbox and receive immediate responses
Intake requests where the business is—on Slack
Allow business users to access the service assistant via BAU channels like Slack and Teams
Intake requests where the business is—on Teams
Gain visibility and transparency on the status, type and priority of requests & workflows
Build an AI Front Door on your company portal
Embed an AI assistant on your company’s web portal and customize for branding
Build a front door & intake requests
- Meet business users where they are—Slack, Teams, email, company portal & more
- Allow a conversational experience for business users to submit their requests
- AI assistant for intelligent legal intake & triage
AI powered front door
Flexible deployment
Conversational experience
Triage requests to the right workflow
- Fast-track request resolution by automatically directing users to the relevant self-service tool
- Guide users through contracts, policies, approvals & advice or redirect to the relevant person or team
- Enable higher resolution rates on first contact
Automated triage
Integrations
Self-service workflows
Unlock visibility and updates in real time
- Capture request volume, type, status & time taken using a service request management system
- Allow business users to inquire or receive automatic updates on their request
- Capture summaries & audit trails of key considerations, comments, approvals/decisions
Dashboards & analytics
Custom reporting
Audit logs
Everything you need to manage
your automated workflows
Design, build, deliver and maintain your workflows all in one place
Application Development
Build, update and maintain workflow solutions faster and easier using a completely visual drag-and-drop canvas
Drag and drop
Development & testing
Version management
Document Automation
Automate documents end-to-end using information intake, conditional content, bulk processing, approvals and e-signature.
Template-based documents
In-app document editor
E-signature
Workflow Automation
Automate, streamline, and execute processes between people, systems, and data using predefined business rules.
Sequential workflows
Parallel workflows
Multi-triggers
Forms and Intake
Capture and triage information from users and systems using dynamic, logic-driven forms.
Smart forms
Tables
Web accessibility
Decision Automation
Design complex rules and decision-tree logic including calculations, looping and weighted scores.
Decision tables
Conditional routing & logic
Number/date calculations
Reporting & Analytics
Gain instant visibility and insights into your services and processes and enable data-driven decisions.
Dashboards
Widgets & custom filters
Data exports
Reusability & Data
Leverage data storage and management functionality to read, retrieve and update data across workflows and external systems.
Databases
Data import & export
Low-code availaibilty
INTAKE
Intake-to-Procure
Provide a self-service portal for employees to initiate a purchase or vendor request
workflow
Approval Workflows
Guide users through approval requests, streamline review and gain visibility
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workflow
Vendor Risk Assessment
Decrease time on evaluating vendors by automating your vendor risk assessments
workflow
Modern Slavery Check
Automate manual checks for suppliers’ alignment to modern slavery laws & policies
CONTRACTS
Vendor Agreements
Generate bespoke & error-free vendor agreement reports in a matter of minutes
INTAKE
AI Legal Front Door
Capture requests from anywhere and guide users through request resolution
AI ASSISTANT
Legal / Policy FAQ
Address policy inquiries instantly using AI or route to the relevant resource
contracts
NDA Automation
Allow employees to self-serve the generation of compliant NDAs in just minutes
WORKFLOW
Gifts & Entertainment
Simplify the registration & approval of company gifts and gratuities
CONTRACTS
Sales Agreements
Empower the sales team to self-serve the generation of agreements with ease
contracts
NDA Automation
Allow employees to self-serve the generation of compliant NDAs in just minutes
CONTRACTS
Bulk Employment Letters
Meet deadlines and generate hundreds of personalized letters in just a few clicks
CONTRACTS
Sales Agreements
Empower the sales team to self-serve the generation of agreements with ease
CONTRACTS
Copyright License
Automate copyright license agreements in minutes & refocus time on new revenue
CONTRACTS
Vendor Agreements
Generate bespoke & error-free vendor agreement reports in a matter of minutes
CONTRACTS
Employment Agreements
Automate employment agreements end-to-end - from intake, review to e-signature
Trusted by leading companies worldwide
“Without the need for technical skills or the help of IT, Checkbox has enabled us to automate intake and triage, pre-populate significant volumes of information up front, and allocate matters to the lawyers with the right expertise and availability. It is a living, breathing tool we can scale and adapt easily to maintain a legal safety blanket for the business.”
Ben Langford
Group Counsel at Woolworths
60+
workflows automated across legal
“The legal and people & culture teams have been able to focus on the people rather than the processes, whilst rolling out solutions organization-wide at a velocity that was unachievable previously.”
Richard Conway
Deputy Group General Counsel & Group Company Secretary at Coca-Cola
15+
documents automated per year across the business
“Our legal teams spend less time on menial tasks and more time on things that require their skills and expertise, and they get to spend more face-to-face time with business stakeholders to meet business deliverables.”
Denise Doyle
Legal Transformation Lead at Telstra
6,000+
hours saved per year for processes across legal
"We're no longer a roadblock to the business. Standardizing our processes with automation using Checkbox has allowed us to work on more complex business matters, making us a stronger business partner"
Georgia Petry
Legal Counsel at Xero
250+
documents automated in first implementation
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