Best Ease of Use
Best customer support
Best Ease of Use
One platform to transform your operations
The market leader for no-code workflow automation software
Trusted by companies of all sizes, worldwide
Transform your support teams into strategic business enablers
Allow your organization to strengthen its operations, maximize efficiency and advance business value
Everything you need to transform your processes and service delivery
Optimize process efficiency and staff productivity, improve service quality, and scale your operations across the business.
Intake & Triage / Digital Front Door
Provide a single digital access point for the business and enable self-service and greater accessibility.
Automate the contract lifecycle for intake, generation, negotiation, approvals, signature & obligations.
Review and Approvals
Guide users through document review and streamline the stakeholder assignment, approval and signing process.
Enable users to self-serve bespoke advice through knowledge bases or by routing requests to expert decisioning.
Intake & triage, digital front door
- Custom built portal for your business
- Enable access to self-service tools for document generation, approvals, and advice
- Gain visibility and reporting on the volume, type, and status of requests
- Assign work efficiently based on team specialization or capacity
Contract lifecycle workflows
- Reduce time spent drafting & managing contracts
- Forms based information intake
- Bulk processing & conditional content
- In-app document editing, redlining and e-signature
- Track the volume, lifecycle and status of contracts
- Capture and triage information from users previously not captured in email and documents
- Support and facilitate intake & triage, reviews, approvals and document generation
- Custom branding and web content accessibility
- On-screen guidance, routing, logic & calculations
Decisioning & logic
- Codify decisions or policies automatically or route larger requests to the appropriate expert resource
- Sequential and parallel workflows & multi-triggers
- Assist users through forms, workflows & approvals
- Reporting on summaries and audit trails
No-code, drag & drop
- Build, update and maintain workflow solutions faster and easier using a completely visual canvas
- No coding or technical knowledge needed
- Enable greater control, flexibility, and time-savings
- Bridge the gap between digitization & implementation and launch within days or weeks
Everything you need to streamline & manage your workflows
Design, build, deliver and maintain your workflows all in one place
Build, update and maintain workflow solutions faster and easier using a completely visual drag-and-drop canvas
Drag and drop
Development & testing
Automate documents end-to-end using information intake, conditional content, bulk processing, approvals and e-signature.
In-app document editor
Automate, streamline, and execute processes between people, systems, and data using predefined business rules.
Forms and Intake
Capture and triage information from users and systems using dynamic, logic-driven forms.
Design complex rules and decision-tree logic including calculations, looping and weighted scores.
Conditional routing & logic
Reporting & Analytics
Gain instant visibility and insights into your services and processes and enable data-driven decisions.
Widgets & custom filters
Reusability & Data
Leverage data storage and management functionality to read, retrieve and update data across workflows and external systems.
Data import & export
Bridge the gap between digitization & implementation using no-code
Build, customize and maintain your own workflows using an intuitive drag and drop interface and without any technical knowledge. All on a completely visual canvas and without code.
Seamlessly integrate with your
existing tools and work flow
Fit Checkbox into your current processes rather than fitting your processes to Checkbox
Frequently Asked Questions
If you have any further questions, Get in touch with our friendly team or email us at firstname.lastname@example.org
What is Checkbox?
Checkbox is the leading no-code workflow automation platform that empowers business functions to automate their tedious, manual processes and streamline their service delivery.
This enables teams to better manage and scale their services to improve access, value, and speed to 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.