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Manage all legal work
not just the contracts

Get a complete visual on your legal matters, centralized in one platform.

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The Problem

CLM & Intake.
A Match Made in Heaven.

CLMs offer clear oversight of contract requests, but everything else - compliance reviews, policy approvals and risk assessments, lacks structure and visibility. It’s time to bring that clarity to all legal work.

01

Automation is only limited to contracts

You’ve seen how much time NDA automation saves. What about marketing reviews, gift approvals, and other low-impact ‘quick’ tasks? Enable self-service for all legal work, so you can focus on more strategic matters.

02

Legal matters need a tailored legal platform

Legal matters are complicated. Bandaid fixes like spreadsheets or project management tools cannot capture the level of depth required - not to mention risks with matter confidentiality.

03

You don’t have visibility beyond contracts

Fragmented data means fragmented insights. Without a proper legal system in place, reporting becomes a hassle and decisions are not made with a full picture of legal.

Fill the gaps in your system

Okay, you’ve got your contracts all handed. But on the other side, your inbox is cluttered, your requests are coming from all over, and you’re still doing low-value work you don’t want to do. See how we solve that.

Intake every request, from anywhere
Let the business keep using email, Slack, and Teams — and we’ll capture and triage automatically
Explore Intake
Streamline approvals & compliance
Automate the submission and review for legal workflows across marketing, compliance, IP, and more
Explore Workflow
Self-service for common requests
Provide more time back to the legal team for high-volume, low risk contracts, requests, and FAQ
Explore Self-service

Bring Legal Up to Par

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Tools not made for legal
Designed for specific business function
Legal teams of any size
IT/Engineering/Marketing
Request Intake
Automated intake from email, Slack, Teams, portals
Manual updates or basic forms
Workflow Flexibility
Fully customizable, logic-based workflows
Pre-built or rigid flows
Matter Details
Full transparency into matters, including files and conversation history.
Limited visibility and scattered information
Visibility & Reporting
Track real-time request volume, status, documents, workload, cycle time
Limited to contracts and restricted to manual intake
Governance and compliance
Limit board access for confidential matters
Data is accessible to anyone with the link

Get 20/20 Vision on Legal

Imagine a world where all your data is on place so you can finally see everything at once.No need to imagine with Checkbox.

One place to track & manage all work
Track every request, status, and document in real-time — without pulling lawyers out of email
Explore Tracking
Real-time reporting and analytics
Get visibility over key metrics for matter volume, type, assignment, lawyer workload and turnaround
Explore Dashboards

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See Related Articles
Legal Intake ≠ CLM: Why Tools Like Ironclad Can’t Handle the Full Scope of Legal Work
Reading Time: 6 mins
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