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Case Management Software

Bring together legal matters, request intake, documents, workflows and data, and enable service excellence for legal

Trusted by leading legal teams, globally

Strengthen operations and advance business value

Bringing together request intake, request resolution, and data, enable legal to reliably deliver service excellence and spend more time being a strategic business partner

Automation Platform - 
Refocus the team on higher value work

Fast-track and gain visibility into your legal requests

Automation Platform - Eliminate errors
and maintain compliance

Refocus the legal team on higher-value work or complex matters

Automation Platform - 
Reduce Turnaround Time

Accelerate and streamline the resolution of legal requests

Legal intake & digital front door

  • Custom built portal for your business
  • Enable access to self-service tools for document generation, approvals, and advice
  • Gain visibility and reporting on the volume, type, and status of requests
  • Assign work efficiently based on lawyer specialization or capacity

Self-service advice & knowledge

  • Create personalized articles, FAQs and manuals for users to self-serve in the knowledge base
  • Automatically route users to the self-help legal tool
  • Enable higher resolution rates at the first contact
  • Route requests needed for lawyer involvement or expert decisioning
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Dashboards

  • Centralize the management & tracking of matters
  • Gain visibility and reporting on the volume, type, and status of requests
  • Automated summaries and audit trails of key considerations, comments, approvals/decisions
  • Schedule trigger actions & automatic reminders

Contract lifecycle workflows

  • Reduce time spent drafting & managing contracts
  • Forms based information intakeBulk processing & conditional content
  • In-app document editing, redlining and e-signature
  • Track the volume, lifecycle and status of contracts

Design, build, deliver and maintain your legal processes 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

Checkbox Platform

Simplify complex processes and streamline your workflow

Coca-Cola Europacific Partners

“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

4,000+

documents automated per year across the business

“Our 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

“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

"We found Checkbox far better than the alternative solutions because of the usability and speed. It’s intuitive to use and you can change things in a matter of seconds."

Jordan Lam

General Counsel and General Manager Commercial Affairs at HESTA

1,000+

hours saved per year for procurements

Request a Demo

Book a timeslot to see the Checkbox automation platform in action

Request a Demo

Get a personalized look at Checkbox

1. Our no-code consultant will learn your use-cases
2. If there is a fit, we will organize a personalized Checkbox demo
3. We’ll then walk you through our proven implementation path