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Power your workflows and request management with AI
Build an AI-driven front door, guide business users through self-service tools and unlock visibility on workflows.
Trusted by leading legal teams, globally
Optimize the intake & resolution of work
AI Powered Workflows
ChatGPT meets workflow automation.
Two powerhouses to advance your request resolution, self-service & routing.
Service Request Management
Workflow Automation
Intake
and Triage
Capture requests from anywhere and triage based on type, function and priority.
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AI Chatbot
Assistant
Provide an immediate and personalized experience for users to access policies and FAQ.
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Contract Automation
Collect information or connect with systems to automatically generate a contract ready for review & sign.
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Process
Automation
Automate, streamline, and execute processes between people, systems, and data.
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Build a Legal Front Door
Create a single access portal for the business and streamline legal intake and self-service workflows. Say hello to a clean inbox and goodbye to playing pass-the-parcel.
Reliably deliver core legal services, meet expectations of operational excellence and elevate value to the business.
Unlock Operational Efficiency
Achieve unparalleled workflow efficiency within your firm with Checkbox. Automate low margin work and reduce the time, cost, and risk of internal operations.
Streamline firm operations and knowledge whilst maximizing profit and service levels.
Streamline Procurement Management
Create a digital front door to streamline procurement requests, approvals, document generation, and reviews. Increase business adoption, guide employees through the purchase approval process and unlock visibility and reporting.
Resolve unmanaged spend and streamline approvals.
Manage risk & reduce errors
Risk and compliance shouldn’t be complicated. Create self-service solutions to automate your risk assessment and monitoring for continuous compliance.
Digitize policies, control risk and increase business adoption whilst gaining complete visibility on your risk posture.
Automate Employee Documents
Gone is the hassle of manually generating employee documents. Automate agreements and letters across the employee lifecycle.
Reduce administrative burden by streamlining the creation and signing of documents, and free up HR for more strategic work.
Maximize Audit Efficiency
Automate core processes including accounts payable & receivables, tax compliance, payroll, and expense management.
Gain control and visibility over every payment and reduce the administrative burden of time-consuming, manual activities.
How AI workflow
automation works
Meet business users
where they are
Adoption and navigation challenges are over. Intake requests from anywhere—Slack, Teams, Salesforce, email, company portal & more.
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AI powered
front door
Flexible deployment
Conversational experience
Explore Platform
Guide users from request to resolution
Don’t let static forms and long response times slow down the business. Leverage AI to provide instant yet personalized experiences.
Automated triage
Integrations
Self-service workflows
Explore Use Cases
Unlock visibility and updates in real time
Request statuses and progress are no longer a mystery. Report the time taken for requests, status of workflows and the people involved.
Dashboards & analytics
Custom reporting
Audit
logs
Access Solution Templates
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
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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
WORKFLOW
No-Code Automation
Enable your firm to streamline inefficient processes and build client solutions
INTAKE
Client Intake
Attract & win new clients by simplifying and automating the client intake process
WORKFLOW
Legal / Compliance Audit
Automate your compliance audit questionnaires and assessments
CONTRACTS
Copyright License
Automate copyright license agreements in minutes & refocus time on new revenue
WORKFLOW
Data & Security Incident
Report incidents, assess potential breaches to monitor and improve coverage
CONTRACTS
Document Approvals
Guide users through document approvals & streamline intake, review and execution
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
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
Project Risk Register
Provide a single digital access point for the business to register risks
WORKFLOW
Security Risk Assessment
Automate the identification, estimation, and prioritization of risks to operations & assets
WORKFLOW
Data & Security Incidents
Report incidents, assess potential breaches to monitor and improve coverage
WORKFLOW
Innovation Risk Audit
Automate the risk mitigation and management of business innovation ideas
WORKFLOW
Automated Vendor Audits
Assess a vendor’s information security, risk level, and identify any control gaps
WORKFLOW
SOC2 Readiness
Assess the compliance of suppliers against SOC2 controls and generate reports
CONTRACTS
Employment Agreements
Automate employment agreements end-to-end - from intake, review to e-signature
AI ASSISTANT
HR Policy FAQ
Address policy inquiries instantly using AI or route to the relevant resource
INTAKE
Employee Self-Service
Provide a single digital access point for the business and enable self-service
WORKFLOW
Employee Onboarding
Fast-track and streamline the onboarding experience for employees, managers and HR
CONTRACTS
Bulk Employment Letters
Meet deadlines and generate hundreds of personalized letters in just a few clicks
CONTRACTS
Job Description Generator
Enable managers to self-serve the generation of compliant job descriptions
WORKFLOW
Financial Risk Assessment
Automate the identification, estimation, and prioritization of financial risks
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WORKFLOW
Automated Reports
Generate bespoke & error-free financial reports in a matter of minutes
WORKFLOW
ESIC Eligibility
Streamline eligibility assessments for ESIC tax concessions & receive tailored advice
WORKFLOW
Expense Approvals
Enable users to self-serve and efficiently lodge expense claims for approval
CONTRACTS
Sales Proposal Automation
Empower the sales team to self-serve the generation of proposals with ease
WORKFLOW
Accounts Payable Check
Automate the collection of matter and client management information for accounting
Connect with the rest of the business & your tools
Streamline the flow of data, documents and activities across your other systems with out of the box and custom integrations.
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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
LEADING AI WORKFLOW AUTOMATION SOFTWARE
