Tour the Checkbox Platform
Explore how AI-powered intake, matter management, and reporting works.
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Legal Workflow Automation Software
Create a portal for the business to easily submit requests and access legal services, so the legal team can gain control and visibility over large volumes of requests.
Email Intake
Allow the business to submit requests via email and receive immediate help
Slack Intake
Create a Slack bot to allow employees to ask questions and submit requests
Microsoft Teams Intake
Enable employees to self-serve FAQs and submit requests
Forms Intake
Use intelligent forms across your preferred channels to capture requests
Trusted by leading legal teams, globally
You’re tired of juggling legal tasks in the dark.
Cut through the noise and gain visibility into legal workload and performance data. Deliver transformative user experiences and services to the business using an AI legal front door.
Capture and centralize all incoming requests automatically
Get a DemoIntake from anywhere
Meet the business where there are on email, Slack, Teams, Jira, Salesforce and forms & capture requests into a single platform.
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Triage and assign requests
Route requests automatically based on matter type, lawyer expertise, capacity and business unit.
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Enable self-service tools
Allow employees to self-service simple contracts, policies, compliance assessments and more.
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Conversational AI Chatbot
Leverage Generative AI to automatically respond to incoming requests/queries using policies & playbooks.
Automatic Matter Creation
Create matters automatically - populating details such as type, requester, assignee, client and more.
Intelligent Triage
Automatically categorize requests and re-route to the relevant workflow, process, or person.
Centralize all matters for a single source of truth
Get a DemoConnect files, conversations and tasks
Create a connected legal service hub linking matters, documents, emails, tasks, approvals, and conversations.
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Track and progress matters
Quickly see what the legal team is working on and view crucial information such as statuses, tasks, key dates & deadlines.
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Collaborate with the team and business
Provide visibility and communicate effectively between legal and business units with tracked conversations, decisions & tasks.
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Custom Statuses, Fields & Boards
Create matters with custom statuses, fields and boards to keep track of key information for your team.
Linked Inboxes
Connect emails and documents automatically so you can search & retrieve information quickly.
Configurable Views
Track all your legal matters by category, status, priority or in any way you want to work.
Gain visibility into legal workload and performance
Get a DemoCapture the full story & impact of legal
Gain visibility on request statuses and workload to communicate legal team metrics and performance to leadership.
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Leverage analytics and trends
Gain insight into trends into matter volume, status and type over time to understand seasonality and identify capacity gaps.
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Enable better decisions & resource planning
Use data to identify bottlenecks, optimize, communicate to leadership, and advocate for needed headcount and budget.
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Customizable Reports
Create your own reports and visualization fit for your team’s unique metrics and fields.
Template Reports
Leverage our ready-to-use legal reports to measure industry standard metrics and implement faster.
Analytics and Trends
Use analytics to see trends into matter volume, status and type to identify seasonality and capacity gaps.
Streamline and fast-track requests
Accelerate legal matters and allow legal professionals to spend less time on manual data entry/admin and more time on strategic, higher-value tasks.
Gain visibility and control over matters
Take control of your legal inbox and incoming requests by leveraging a connected, legal service hub as your single source of truth.
Demonstrate legal performance & impact
Effectively communicate with leadership by reporting on legal team activities to showcase strategic value and demonstrate impact.
Tour the Checkbox platform
Explore how AI-powered intake, matter management, and reporting works.
Explore more solutions
AI Legal Front Door
Create a portal for the business to easily submit requests and access legal services.
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Slack Intake
Automate and centralize the intake, triage, and assignment of requests from Slack.
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Microsoft Teams Intake
Automate and centralize the intake, triage, and assignment of requests from Teams.
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Forms Intake
Use intelligent forms across your preferred channels to capture & organize requests.
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Matter Management
Centralize all matters, documents, approvals, & conversations for a single source of truth.
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Non-Disclosure Agreement
Streamline the entire contract lifecycle to accelerate and secure deals faster.
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Service Agreement (MSA)
Streamline the entire contract lifecycle to accelerate and secure deals faster.
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Contract Approvals
Streamline the entire contract lifecycle to accelerate and secure deals faster.
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Sales Contracts
Streamline the entire contract lifecycle to accelerate and secure deals faster.
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Non-Disclosure Agreement
Streamline the entire contract lifecycle to accelerate and secure deals faster.
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Conflict of Interest
Streamline the submission, assessment, and management for conflicts of interest.
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Gifts & Entertainment
Leverage an AI legal assistant to transform your static gifts and entertainment policies.
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Travel Requests
Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.
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Legal / Policy FAQ
Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.
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Gifts & Entertainment
Leverage an AI legal assistant to transform your static gifts and entertainment policies.
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Employee Benefits
Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.
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Travel Requests
Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.
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Privacy Policy
Use an AI legal assistant to streamline privacy policy creation and communication.
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Security Policy
Use an AI legal assistant to streamline security policy creation and communication.
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Frequently Asked Questions
If you have any further questions, Get in touch with our friendly team.
What is Checkbox?
Checkbox is intake and workflow automation platform used by legal teams to maintain control, gain visibility, and get work done. With Checkbox, spend less time on manual, administrative work, and more time being the legal function that partners and grows together with the business.
Loved by legal and the business for our ease of use, features, and support, companies like Allianz, Coca-Cola Europacific Partners, BMW and Xero transform their legal services with Checkbox.
What is a legal front door?
The 'legal front door' describes a single point where the business goes to access services from the legal team. It enhances the way that the business interfaces with legal through a blend of self-service and connecting with lawyers.
How does Checkbox's AI chatbot work?
Checkbox uses generative Al to provide the next generation in legal intake and triage. Our Al-powered front door meets business users where they live - in Slack, Teams, email, and more. And we meet them with an experience that allows them to ask for help in a way that comes naturally to them, using conversations and not just forms. Drawing from a source of knowledge unique to each customer's organization, the chatbot assistant is able to answer frequently asked questions and seamlessly link to automated workflows to collect approvals, submit disclosures, generate documents, and assign work to the appropriate person.
Checkbox uses OpenAl's large language models. The Al APIs we use have a zero-retention policy - meaning OpenAl cannot view any of that data, store it longer than required to process the request, or use any of it to train the Al model.
Do you have templates so we do not have to start from scratch?
Yes, Checkbox has a range of templates for common use-cases across intake. & matter management, workflow automation, self-service tools and AL chatbot which you can get access to. Leverage ready-to-use solutions, reporting and more so you can view industry standard processes and implement faster. Explore our available solution templates.
Can Checkbox integrate with our existing systems or database?
Yes, solutions built on Checkbox can be integrated with any other system that has available REST APIs. Integrations within Checkbox applications typically streamline the flow of data and trigger events across your existing systems and workflow. You can pull data and documents from other systems into Checkbox and conversely push data and documents into other systems automatically.
Key integrations with Checkbox include email, Slack, Microsoft Teams, Sharepoint, Salesforce, Google Suite, Hubspot, Salesforce, DocuSign, AdobeSign and more.
What is the profile or skill sets of users who typically build on Checkbox?
Checkbox is no code. Our completely visual drag and drop application builder means that anyone, including those with no technical background can build their own automation and workflow tools without coding or IT knowledge. We have lawyers and business professional all building on Checkbox, and across many different seniority levels (C-Suite, middle managers and interns)