.svg)
Legal Department Management Software
Powerful software to help legal department operations run more smoothly. Automate intake, route legal requests, categorize matters, and streamline workflows to improve efficiency, visibility, and service delivery across your in-house legal team.
Trusted by leading legal teams, globally
.png)
Streamline Legal Requests & Insights
Bring all legal requests from email, Slack, Teams, and forms in one centralized intake hub.
Use smart triage to auto-assign requests based on matter type, team capacity, expertise, or department.
Track all matters in one place, with related documents, tasks, emails, approvals, and notes linked directly to each.
Monitor performance, spot bottlenecks, and prove legal’s value with real-time dashboards and reports.
The Evolving Challenges of Today’s Legal Departments
Legal departments must constantly balance risk, efficiency, business support, and the need to prove value. But in a fast-moving environment, outdated tools, inconsistent processes, and growing complexity make it harder to keep up.
01
Too Much Manual Work
In-house legal teams are often hindered by repetitive tasks like intake triage, document drafting, and task tracking. Legal management software helps by automating those workflows, so teams can run more efficiently and focus on higher-value work.
02
Lack of Visibility and Data
When HR, finance, and sales all use different systems, it creates extra work for legal teams. Legal management software connects with those tools to make collaboration easier and embeds in-house legal processes into everyday business workflows, so legal doesn’t become a bottleneck.
03
Fragmented Workflows
Modern legal department management software works with the tools other teams already use. Legal becomes part of the broader tech ecosystem, bridging silos, enabling smoother collaboration, and staying connected to the business.
Manage all legal work from intake to reporting
Intake & centralize all requests
Capture every legal request in one centralized platform, no matter where it comes from.
Triage and assign requests
Automatically route requests based on type, expertise, workload, and business unit.
Manage matters
Organize all matters with linked documents, tasks, approvals, emails, and conversations.
Automate workflows
Eliminate manual work with automation and self-service tools for routine legal tasks.
Track and report on legal workload
Monitor team capacity, matter status, and performance with real-time legal reporting.
Features for control and scalability
Custom Statuses, Fields & Boards
Tailor intake workflows with custom statuses, fields, and boards to improve data collection.
Linked Inboxes
Automatically connect emails to matters so teams can assign and retrieve key info faster.
Configurable Views
Filter and sort matters by category, status, or priority using custom intake views.
Databases
Power workflows with shared databases for centralized, up-to-date legal information.
No-Code Process Mapping
Use drag-and-drop tools to build and visualize automated intake and workflow steps.
Complex Workflows
Design linear, parallel, or trigger-based workflows to reflect real-world legal processes.
Customizable Reports
Generate tailored reports to surface insights and track legal intake performance.
Template Reports
Communicate results with ready-made reports based on proven legal operations benchmarks.
Analytics and Trends
View matter trends and volume with intake analytics to guide strategy and improvements.
Intake reimagined with AI
Address Legal Requests and Queries Automatically
Let an AI-powered legal chatbot trained on your company’s policies handle routine legal requests, FAQs, and intake queries directly within your legal department management platform.
Auto-generate and Manage Legal Matters
Streamline matter intake by letting AI fill in matter records for you, so your team can spend less time on data entry and more time on high-value initiatives.
Categorize and Triage Legal Requests with AI
Use AI-driven text analysis to classify and route legal requests as they come in, so they’re automatically sorted by matter type and directed to the right workflow.
Dynamic duo: Intake & workflow automation
Route requests to self-service tools
Give employees the ability to manage routine legal needs like contracts or policy access through self-service tools built into your legal department management software.
Guide business users through complex requests
Help business users submit complex legal requests the right way with structured intake workflows that streamline approvals, reviews, and compliance checks from beginning to end.
Automate and streamline repetitive, manual work
contract generation, task assignment, and decision routing, so your legal team can move faster and stay focused.
AI Legal Front Door
Create a portal for the business to easily submit requests and access legal services.
Slack Intake
Automate and centralize the intake, triage, and assignment of requests from Slack.
Microsoft Teams Intake
Automate and centralize the intake, triage, and assignment of requests from Teams.
Forms Intake
Use intelligent forms across your preferred channels to capture & organize requests.
Matter Management
Centralize all matters, documents, approvals, & conversations for a single source of truth.
Non-Disclosure Agreement
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Service Agreement (MSA)
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Contract Approvals
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Trademark Clearance
Streamline the submission, review and clearance of trademarks.
Marketing Material Review
Streamline the submission and review of marketing materials.
Stock Clearance Requests
Streamline the submission, review and clearance of stock.
Sales Contracts
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Non-Disclosure Agreement
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Conflict of Interest
Streamline the submission, assessment, and management for conflicts of interest.
Trademark Clearance
Streamline the submission, review and clearance of trademarks.
Gifts & Entertainment
Leverage an AI legal assistant to transform your static gifts and entertainment policies.
Travel Requests
Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.
Legal / Policy FAQ
Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.
.svg)
Gifts & Entertainment
Leverage an AI legal assistant to transform your static gifts and entertainment policies.
Employee Benefits
Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.
Travel Requests
Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.
.svg)
Privacy Policy
Use an AI legal assistant to streamline privacy policy creation and communication.
.svg)
Security Policy
Use an AI legal assistant to streamline security policy creation and communication.
Connect your legal tools with Checkbox as your source of truth
.svg)
.svg)
.svg)
Checkbox is the technology of choice for legal teams
.png)
Balancing capability vs. ease
“We have automated a number of previously manual or error prone tasks quickly using Checkbox where larger, less flexible incumbent systems could not. They hit the right balance between functionality and user friendliness.”
Legal Team Size: 180+ | 20,000+ Employees
.png)
Solving enterprise complexities
“If it works at SAP, it can work anywhere. With Checkbox, we replaced complexity with clarity - automating approvals, enforcing compliance, and saving time every day.”
Legal Team Size: 400+ | 100,000+ Employees
.png)
Deploying AI globally
“The results speak for themselves. We’re now ready to globally deploy AI-powered legal workflows, and we’re already anticipating a major return on investment from our initial pilots”
Legal Team Size: 85+ | 10,000+ Employees
.png)
%201.svg)
Seamless for a large organization
“Checkbox has just been incredibly seamless. That's not easy to achieve when you've got so many moving parts, especially within a large organization where attention and resources are being dragged in every direction.”
Legal Team Size: 65+ | 10,000+ Employees
Frequently Asked Questions
If you have any further questions, Get in touch with our friendly team.
What types of legal work can your platform support?
Checkbox supports a wide range of legal work, including contract reviews, compliance workflows, legal service requests, matter tracking, NDAs, policy guidance, and more. It’s built to support everything from simple tasks to more complex workflows.
Can this integrate with our existing tools like Outlook, Slack, Salesforce, or Jira?
Yes, the platform integrates with popular tools used by legal and business teams, enabling direct intake from email, chat, or business systems. It also supports API connections for custom integrations.
How does your system help reduce manual legal work?
By automating intake, routing, document generation, approvals, and task assignments, Checkbox eliminates repetitive work and allows legal teams to focus on strategic, high-value matters.
Is your platform customizable to fit our workflows and terminology?
Yes, you can use no-code tools to customize fields, statuses, dashboards, workflows, and intake forms to reflect your internal processes, team structures, and reporting needs.
How does the AI legal intake work, and is it secure?
AI-driven intake uses natural language understanding to classify, respond to, and route legal requests automatically. It’s trained on your organization’s policies and meets enterprise-grade security and privacy standards.
What kind of reporting and analytics are included?
The Checkbox platform includes real-time dashboards, customizable reports, and built-in templates that help you track matter volume, turnaround times, team capacity, and other KPIs to demonstrate legal’s impact.