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
Bring clients a differentiated solution
Partner on opportunities
and delivery
Build long-term
customer value
Earn rich, industry-
leading commissions/
referral bonuses

Why Customers Work with Checkbox Partners

Checkbox partners help customers move faster, design better solutions, and drive adoption across the business.

Faster time to value

Speed up discovery, configuration, and rollout with experienced implementation support.

Better solution design

Align legal intake, triage, workflows, and matter management to the way each legal team actually works.

Stronger adoption & change management

Equip users, admins, and stakeholders with the training and support needed for long-term success.

Seamless technical delivery

Extend Checkbox with integrations and complementary solutions where they materially improve the customer experience.

Partnership Types

The Checkbox Partner Program is built for firms and advisors that influence buying decisions, deliver services, and help Legal Teams transform how work gets done. We also welcome and encourage Technology partnerships where there is clear customer and ecosystem value. We’ve intentionally built the program to meet partners where they work—so whether you advise, implement, or integrate, there’s a path that fits how you do business.

Referral and/or Service Partner
For consultants, advisors, legal services providers, and firms that identify opportunities and influence solution selection
AND/OR
for consultancies, legal services providers, and implementation teams that want to design, deploy, and optimize Checkbox solutions.
Technology & Integration Partners
For technology companies and ecosystem partners with a strong complementary fit and clear, shared customer value.
Referral and/or Service Partner

For consultants, advisors, legal services providers, and firms that identify opportunities and influence solution selection AND/OR for consultancies, legal services providers, and implementation teams that want to design, deploy, and optimize Checkbox solutions.

Services
Service
Description
Certification
Referral
Introduce Checkbox opportunities; advisory-led, relationship focused
Sales Expert
Implementation
Lead Checkbox implementations; solution design and project delivery
Implementation Expert
User Training
Help customers realize value with training and adoption services
User Training Expert
Custom Integration
Develop integrations between Checkbox and complementary software
Developer Expert
Other Professional
Services
Legal process design, workflow automation, and other services
Role-Based
Technology & Integration Partners

For technology companies and ecosystem partners with a strong complementary fit and clear, shared customer value.

Services
Service
Description
Certification
Integration Partner
Complementary legal tech that works with Checkbox to solve problems together
N/A
Where Partners Add Value
Checkbox partners create the most value across advisory, implementation, enablement, and long-term optimization.
Needs analysis, discovery, and solution design
Legal intake and workflow transformation​
Service delivery
modernization​
Reporting and operational visibility​
Training and change management​
Ongoing optimization and advisory support​
Optional: strategic integrations that strengthen
the overall solution​
Partner Program Benefits
The Partner Program is designed to give Referral & Services partners the enablement, access, and collaboration they need to market, sell, and deliver with confidence.​
Partner enablement
resources​
Certification paths​
Co-sell collaboration​
Demo and testing access​
Partner Portal access​ (coming soon)
Marketing support​
Regular updates featuring key company, product, sales, marketing, and technical insights.
Ongoing ecosystem engagement​

How the Program Works

STEP 1
Apply
Tell us about your business, your clients, and how you see Checkbox fitting into your offerings.​
STEP 2
Align on
Partner Path
We work with you to identify whether Referral & Services, or a more strategic ecosystem (Technology 
Partner) relationship is the right fit.
STEP 3
Enable and Certify
Complete the relevant onboarding and certification path so your team is ready to position, deliver, or support 
Checkbox successfully.
STEP 4
Launch and
Grow
Collaborate with our team on opportunities, customer outcomes, and go-to-market activity as you build your Checkbox practice.
Requirements and Expectations

We are looking for partners who are committed to creating customer value and helping legal teams modernize how work gets done. The strongest fit today is with referral and services partners that can influence opportunities, support transformation, and help customers succeed through implementation and ongoing advisory support.

Experience in legal operations, consulting, implementation, change management,
or legal technology

Ability to support customers through referral, advisory, and/or services delivery depending on partner path​

Commitment to enablement and
certification where required​

Willingness to collaborate on customer
success and shared opportunities​

For strategic Technology Partners, a clear integration or ecosystem value proposition with strong mutual fit​

Jeannine Moran
Director of Legal Operations

Scaling legal operations with clarity and control

Janene Asgeirsson
Chief Legal Officer

Freeing Lawyers to Focus on Strategy

Richard Conway
Deputy General Counsel & Corporate Secretary

Balancing capability vs. ease

Jim Gray
VP, Head of Global Legal Operations

Solving enterprise complexities

Linh Duong
Senior Legal Counsel

Deploying AI globally

Sam Bailey
Senior Legal Counsel

Seamless for a large organization

Frequently Asked Questions

If you have any further questions, Get in touch with our friendly team.

Who should apply?

Consultancies, legal ops advisors, implementation providers, and other firms that want to create value around modern legal service delivery.​

Do I need to be technical to join?

Not necessarily. The primary partner motions today are referral, advisory, and services-led.​

Can partners deliver implementation and training services?

Yes. Services partners can provide discovery, solution design, rollout, training, and post-launch support.​

Which partner types are you focused on today?

Checkbox is currently focused most heavily on Referral & Services partnerships, while remaining strategically 
opportunistic with select Technology Partner ecosystem relationships.​

Is certification required?

Certification requirements may vary by partner path and are designed to ensure partners are set up for success.​

Partner with Checkbox

Join a growing ecosystem helping legal teams modernize intake, automate workflows, and scale service delivery with confidence.

Or talk to our 
Partnerships Team