Partner with Checkbox to help legal teams modernize service delivery​

Grow your advisory and services revenue by helping in-house legal teams centralize intake, automate 
workflows, streamline matter management, and deliver faster, more consistent legal support with AI.

Trusted by leading legal teams, globally

Why Partner with Checkbox?

Checkbox gives Partners a modern platform to wrap advisory, implementation, change management,  and optimization services around. Whether you identify opportunities, guide legal transformation, or deliver implementation support, the program is designed to help you grow with us.

Grow advisory and services revenue
Grow advisory and services revenue
Partner on opportunities
and delivery
Build long-term
customer value
Earn rich, industry-
leading commissions/
referral bonuses

Explore Legal Intake & Workflow Use Cases

AI Legal Front Door

Create a portal for the business to easily submit requests and access legal services.

Checkbox AI Legal Front Door with matter management dashboard and app integrations for legal request intake

Email Intake

Automate the intake, triage, and assignment of requests from email.

In-house legal software example of email-to-request workflow with automated legal triage

Slack Intake

Automate and centralize the intake, triage, and assignment of requests from Slack.

Slack intake integration in Checkbox in-house legal software showing automated legal request handling via chatbot

Microsoft Teams Intake

Automate and centralize the intake, triage, and assignment of requests from Teams.

In-house legal software handling contract approval workflows through Microsoft Teams chatbot

Forms Intake

Use intelligent forms across your preferred channels to capture & organize requests.

Checkbox legal ops software capturing legal support needs through smart forms

Matter Management

Centralize all matters, documents, approvals, & conversations for a single source of truth.

Legal matter dashboard in enterprise legal ops software with sorting by type and status

Non-Disclosure Agreement

Streamline the entire contract lifecycle to accelerate and secure deals faster.

Checkbox platform NDA tool for managing agreement details, review, and submission

Service Agreement (MSA)

Streamline the entire contract lifecycle to accelerate and secure deals faster.

In-house legal ops dashboard for streamlining service agreements through sales pipeline automation

Contract Approvals

Streamline the entire contract lifecycle to accelerate and secure deals faster.

In-house legal platform showing contract document editing and sidebar with approval workflow details

Trademark Clearance

Streamline the submission, review and clearance of trademarks.

In-house legal software form for submitting and reviewing new trademark requests

Marketing Material Review

Streamline the submission and review of marketing materials.

In-house legal platform for submitting and reviewing marketing content for compliance

Stock Clearance Requests

Streamline the submission, review and clearance of stock.

In-house legal software interface for submitting stock clearance requests with transaction and financial details

Sales Contracts

Streamline the entire contract lifecycle to accelerate and secure deals faster.

Checkbox legal platform generating sales contracts from synced Salesforce opportunities

Non-Disclosure Agreement

Streamline the entire contract lifecycle to accelerate and secure deals faster.

In-house legal platform automating NDA workflows with integrated CRM and approval steps

Conflict of Interest

Streamline the submission, assessment, and management for conflicts of interest.

Conflict management workflow in legal ops software showing structured intake and review steps

Trademark Clearance

Streamline the submission, review and clearance of trademarks.

Legal workflow form for trademark clearance with IP query and multi-step submission

Gifts & Entertainment

Leverage an AI legal assistant to transform your static gifts and entertainment policies.

Slack-based AI assistant in legal software advising on company gift policy and thresholds

Travel Requests

Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.

Employee email to AI legal assistant for travel compliance guidance powered by Checkbox In House legal software

Legal / Policy FAQ

Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.

AI legal assistant responding to internal policy and legal queries in Microsoft Teams

Gifts & Entertainment

Leverage an AI legal assistant to transform your static gifts and entertainment policies.

In-house legal assistant transforming static gift policies with automated responses in Microsoft Teams

Employee Benefits

Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.

Legal AI assistant helping with onboarding and employee rights questions in a Gmail thread

Travel Requests

Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.

Travel policy inquiry handled by AI legal assistant via Gmail interface

Privacy Policy

Use an AI legal assistant to streamline privacy policy creation and communication.

AI-powered legal assistant streamlining privacy policy responses in Slack workspace

Security Policy

Use an AI legal assistant to streamline security policy creation and communication.

AI legal chatbot in Slack providing information on company security protocols