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Legal Workflow Automation Software
Build a legal front door, guide business users through self-service tools and unlock visibility on workflows.
Trusted by leading legal teams, globally
Transform legal into strategic business enablers
Bringing together request intake, request resolution, and data, enable legal to reliably deliver service excellence and spend more time being a strategic business partner
Refocus the legal team and enable automation & self-service
Increase the clarity and accessibility of your services
Streamline and gain visibility between people, systems, and data
Legal Self-Service Workflows
- Meet business users where they are—Slack, Teams, email, company portal & more
- Allow a conversational experience for business users to submit their requests
- Triage requests to the right workflow or lawyer
Guide users through request resolution
- Guide users through contracts, policies, approvals & advice or assign to the relevant lawyer or team
- Enable higher resolution rates at the first contact
- Fast-track request resolution by automatically directing users to the relevant self-service tool
Intake & Triage Workflows
- Gain insight and reporting on the volume, type, and status of requests & workflows
- Automated summaries and audit trails of key considerations, comments, approvals/decisions
- Allow business users to inquire or receive automatic updates on their request
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
“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