Tour the Checkbox Platform
Explore how AI-powered intake, matter management, and reporting works.
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Manage all legal work from intake to reporting
Checkbox is the AI intake and matter management software that enables General Counsels and Legal Operations to capture, automate and track matters without changing how lawyers & business users work.
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The platform behind top legal teams in technology & software.
Your industry moves fast. Your legal team should too.
Technology organizations work and execute faster than most companies. So should your legal team - but disconnected tools and manual reviews keep legal stuck in catch-up mode.
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Legal is drowning in threads, matters, emails and @mentions.
Legal requests from sales, CS, product, and marketing flood in with no context or process, creating noise and constant interruptions.
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One intake for total visibility.
Checkbox centralizes requests into a single intake experience, no matter where they originate. With structured triage and real-time dashboards, legal teams gain visibility and reduce context-switching.
02
You’re reviewing the same cookie banner for the 12th time.
You get the same NDAs, IP checks, marketing reviews, and vendor requests over and over, but still need to review each one manually.
02
Self-service tools for faster deals and fewer bottlenecks.
Checkbox automates repeatable legal work, like NDAs, compliance checks, and privacy reviews, so the business can help themselves. Sales can close deals faster and lawyers can focus on the work that actually needs legal.
03
Your company ships features faster than legal can assess risk.
Legal gets pulled into privacy reviews late, missing red flags that can trigger regulatory issues across GDPR, CPRA, or HIPAA.
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Build guardrails around data risk at scale.
Checkbox enables scalable, self-service privacy assessments that flag high-risk features early and keep your company out of trouble.
AI Agents to
Power Legal Teams
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Intelligent Intake & Triage
Eliminate manual data entry with automated intake and triage. Capture and assign requests from multiple places into one centralized system and increase efficiency in handling growing legal demand & request volumes.
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Matter Tracking
Capture all information, notes and files across matters, rather than trying to look in 10 different places.
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Data Privacy & Compliance
Keep confidential information confidential. Limit sensitive data to the necessary stakeholders.
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Workflow Automation
Automate manual processes for governance & compliance, risk management, IP and technology, contracts, and business support. Spend less time on manual, repetitive low-value work and more time on strategic priorities and growing alongside the business.
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Data & Reporting
Experience the ease of reporting right out of Checkbox’s dashboards. Customize and leverage a cohesive view into metrics such as matter volume, type, cycle time for seamless communication with leadership.
Legal-Specific Integrations
Connect Checkbox with your contract lifecycle software, document management, e-billing, and more.
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Try Checkbox in Under 5 Minutes
Let Adoption Take Care of Itself
The best legal tech is the kind that doesn’t feel like “new tech” at all. Checkbox fits seamlessly into the tools lawyers already use. No retraining, no resistance.
01
Work where legal already lives
Checkbox works inside the tools your teams already use like Slack, email, Teams, and Salesforce, so lawyers can review, approve, and respond without switching systems.
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Drive change without pushing it
Checkbox is easy to roll out because its intuitive. Legal doesn’t need training. The system simply adds structure, automation, and visibility behind the scenes.
Other Legal Enterprise Tools
Scope of legal work covered
End-to-end legal work, from intake all the way to reports.
Limited to contracts or simple legal intake.
Method of legal intake
Integrated with existing communication channels.
Manual tracking or forms-based intake.
Ability to scale
Fully customizable workflows that scale to your organization.
Rigid or templated workflows that require external help.
Time to implement
Go live in just weeks using no-code configuration.
6-12+ months with heavy support and resources.
Data & reporting capability
Live customizable dashboards to track what you need to see.
Manual data capture or limited contract analytics.
Integrations with existing tools
Connect with what you already use - Slack, Teams, Salesforce etc.
Unfamiliar processes of work, requiring adoption time.
AI-powered automation
AI is embedded across the platform, routing requests, suggesting actions, and enabling smarter self-service.
Premature AI capabilities that force legal processes to remain heavily reliant on manual review and legal resourcing.
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Discover Ready-to-Use Legal Solutions
AI Legal Front Door
Capture requests from anywhere and guide users through request resolution
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Compliance Assessment
Identify risks early and streamline compliance reviews from intake to approval.
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Privacy & Data Breach Reporting
Enable fast, compliant reporting and response workflows when incidents occur.
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Vendor Security Assessment
Standardize vendor reviews and automate risk assessments across the business.
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Procurement & Supplier Agreements
Simplify contract intake, review, and approvals to keep procurement moving fast.
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Software Licensing Agreements
Track, review, and manage licensing requests with clear visibility and control.
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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 features set Checkbox apart?
Checkbox stands out as a comprehensive legal intake and matter management platform tailored for modern legal teams. Our platform acts as a legal front door, streamlining the intake process and ensuring that requests are properly tracked and managed. Key features include seamless channel sync across Slack, Teams, and email, allowing your team to stay connected and informed without switching platforms.
With AI-powered capabilities, Checkbox automates routine tasks and extracts key information, enhancing efficiency. Additionally, our real-time dashboards and customizable reports give legal operations and GCs the insights needed to measure performance, spot bottlenecks, and clearly communicate legal’s impact to the business.
Do you have templates so we do not have to start from scratch?
Yes. Checkbox offers a range of pre-built templates for common legal workflows in like self-service NDAs, data processing agreement (DPA) intake, marketing and product review, vendor onboarding, and conflicts of interest (COI).
Templates come with built-in workflows, automation logic, and reporting so your team can go live quickly and customize as needed. Explore our available solution templates.
How do I know what the right method for my team is?
Choosing the right tool for your legal team depends on your specific needs and goals. If your legal team is juggling work across Slack, Jira, spreadsheets, or project management tools not built for legal, Checkbox provides the dedicated system you’ve been missing.
For companies dealing with high contract volume, product launches, and data regulations, Checkbox gives you control over intake, workflow, and reporting, without asking the business or your lawyers to change how they work.
Can Checkbox integrate with our existing systems or database?
Yes. Checkbox integrates with any system that has REST APIs and is already connected to many of the platforms tech companies use daily. That includes email, Slack, Microsoft Teams, Sharepoint, Salesforce, Ironclad, Google Suite, Hubspot, Salesforce, DocuSign, AdobeSign and more.
You can trigger workflows from tools like Slack or pull documents and metadata from your contract repository, so Checkbox works as part of your tech stack — not a separate system.