Trusted by leading legal teams, globally

Transform your service teams into strategic business enablers

Strengthen operations, maximize efficiency and advance business value

No-Code Automation Platform

How it works

Design, build, deliver and maintain your services all in one place

Create an AI assistant & intake from anywhere

Deliver immediate, intelligent responses to business queries and route users to self-service tools.

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Build self-service tools
& automate processes

Guide business users from request to resolution for contracts, policies, approvals, advice and FAQ

See Use Cases

Report on the status and volume of requests

Gain visibility and transparency on the status, type and priority of requests & workflows

Get Started

Connect with the rest of the business & your tools

Streamline the flow of data and trigger events across your existing systems and workflow

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Everything you need to manage
your services and workflows

Design, build, deliver and maintain your workflows all in one place

Artificial Intelligence

ChatGPT meets workflow automation. Two powerhouses to advance your request resolution, self-service & routing.

AI Front Door

AI Assistant

Custom Sources

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No-Code Development

Build, update and maintain workflow solutions faster and easier using a completely visual drag-and-drop canvas

Drag and drop

Development & testing

Version management

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Document Automation

Automate documents end-to-end using information intake, conditional content, bulk processing, approvals and e-signature.

Template-based documents

In-app document editor

E-signature

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Workflow Automation

Automate, streamline, and execute processes between people, systems, and data using predefined business rules.

Sequential workflows

Parallel workflows

Multi-triggers

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Forms and Intake

Capture and triage information from users and systems using dynamic, logic-driven forms.

Smart forms

Tables

Web accessibility

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Decision Automation

Design complex rules and decision-tree logic including calculations, looping and weighted scores.

Decision tables

Conditional routing & logic

Number/date calculations

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Reporting & Audit Trails

Gain instant visibility and insights into your services and processes and enable data-driven decisions.

Dashboards

Widgets & custom filters

Data exports

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Reusability & Data

Leverage data storage and management functionality to read, retrieve and update data across workflows and external systems.

Databases

Data import & export

Low-code availaibilty

Learn more

Application Development

Build, update and maintain workflow solutions faster and easier using a completely visual drag-and-drop canvas

Drag and drop

Development & testing

Version management

Document Automation

Automate documents end-to-end using information intake, conditional content, bulk processing, approvals and e-signature.

Template-based documents

In-app document editor

E-signature

Workflow Automation

Automate, streamline, and execute processes between people, systems, and data using predefined business rules.

Sequential workflows

Parallel workflows

Multi-triggers

Forms and Intake

Capture and triage information from users and systems using dynamic, logic-driven forms.

Smart forms

Tables

Web accessibility

Decision Automation

Design complex rules and decision-tree logic including calculations, looping and weighted scores.

Decision tables

Conditional routing & logic

Number/date calculations

Reporting & Analytics

Gain instant visibility and insights into your services and processes and enable data-driven decisions.

Dashboards

Widgets & custom filters

Data exports

Reusability & Data

Leverage data storage and management functionality to read, retrieve and update data across workflows and external systems.

Databases

Data import & export

Low-code availaibilty

Get started with
use cases & 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

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

Trademark Clearance

Streamline the submission, review and clearance of trademarks

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

conracts

NDA Automation

Allow employees to self-serve the generation of compliant NDAs

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

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

Frequently Asked Questions

If you have any further questions, Get in touch with our friendly team or email us at info@checkbox.ai

What is Checkbox?

Checkbox is the leading AI workflow automation platform that enables teams to power their workflows and request management with AI. With Checkbox, build an AI-powered front door and guide business users through contract requests, knowledge, policies, FAQs and more.

Develop an effective service delivery model, demonstrate and elevate value, and strengthen partnership with the business.

Do you have templates so we do not have to start from scratch?

Yes, Checkbox has a range of templates for common use-cases across legal, human resources, procurement, compliance, finance, IT and more, which you can get access to. Any application built in Checkbox can also be exported with a single click to enable template sharing. Explore our available solution templates.

Can Checkbox integrate with our existing systems or database?

Yes, applications built on Checkbox can be integrated with any other system that has available REST APIs. Integrations within Checkbox applications typically streamline the flow of data and trigger events across your existing systems and workflow. You can pull data and documents from other systems into Checkbox and conversely push data and documents into other systems automatically.

Key integrations with Checkbox include DocuSign, AdobeSign, Xakia, LawVu, Salesforce, Sharepoint, Google Drive and more.

What is the profile or skill sets of users who typically build on Checkbox?

Checkbox is no code. Our completely visual drag and drop application builder means that anyone, including those with no technical background can build their own automation and workflow tools without coding or IT knowledge. We have lawyers, HR, procurement, risk and compliance professionals, business analysts all building on Checkbox, and across many different seniority levels (C-Suite, middle managers and interns).

How long does it take to build an application on Checkbox?

Checkbox is designed to be the fastest no-code development platform. We have seen simple applications (e.g. NDA automation) built in just 15 minutes, right up to complex end-to-end business processes (e.g. complete automation of an organization’s entire procurement framework) built over a few months. Regardless of the size and complexity of the solution, Checkbox’s completely visual drag and drop application builder allows solutions to be built and deployed in a fraction of the time, risk, and cost compared to traditional IT development.

Checkbox is no-code, but do you allow for coding if we want to?

Yes. Whilst Checkbox is no-code, some use-cases may still require coding either due to complexity or the need for integrations with other systems. The Checkbox authoring studio provides a component which enables code to be written and executed as part of the workflow, often leveraging the skill set of IT staff to build upon the no code foundation built by the business users.

Elevate value and strengthen partnership with the business