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Legal Operations Software
Legal operations software to help your team stay organized and work more efficiently. Manage legal requests, improve service delivery, and track what’s getting done, while generating insights that strengthen how your team operates.
Trusted by leading legal teams, globally
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Streamline Legal Requests & Insights
Consolidate all legal service requests from multiple channels and intake forms into a single source of truth for your legal operations team.
Bring consistency and visibility to the way legal receives requests from the business, so nothing gets lost and every matter starts off right.
Track and manage legal matters from start to finish. Organize related documents, tasks, stakeholders, deadlines, and approvals in a unified legal ops platform.
Quantify and understand legal team performance with customizable dashboards and reports that highlight workload trends, bottlenecks, and efficiency gains.
The Evolving Challenges of In-House Legal Operations
In-house legal teams are expected to respond quickly, handle more work, and support the business. But when tasked to do this using limited resources, manual processes, and disconnected tools, you start to face diminishing returns. Legal operations software helps by automating tasks, creating clear workflows, and enabling smoother service delivery.
01
Manual, Time-Consuming Legal Work
In-house legal operations are often tied up with repetitive tasks such as legal intake, triage, document drafting, and task tracking. Legal operations software automates these processes, saving time and allowing teams to focus on higher-value legal work.
02
Inconsistent and Unstructured Legal Processes
Inconsistent workflows cause legal requests to be handled inconsistently across the business. Legal ops software brings structure to workflows like approvals, escalations, and contract reviews, reducing risk and improving turnaround time.
03
Siloed Tools Across the Business
Disconnected systems across departments hinder in-house legal operations by creating gaps and silos in workflows and information. Legal operations platforms integrate with HR, finance, and procurement systems to embed legal processes into enterprise-wide workflows, enhancing collaboration and visibility.
Manage all legal work from intake to reporting
Intake & centralize all requests
Capture and funnel legal requests from multiple channels into one centralized platform.
Triage and assign requests
Automatically route requests to the right assistance based on matter type, legal expertise, current workload, or business unit.
Manage matters
Organize legal requests in a single workspace with documents, tasks, approvals, emails, and conversations linked directly to each matter.
Automate workflows
Reduce manual work with automation and enable business users to complete routine legal tasks through self-service tools.
Track and report on legal workload
Monitor KPIs like legal team capacity, matter progress, and cycle times using real-time dashboards and insightful reporting.
Features for control and scalability
Custom Statuses, Fields & Boards
Tailor intake workflows by creating custom statuses, fields, and boards to improve data capture and categorization.
Linked Inboxes
Automatically connect emails with matters to streamline triage and ensure quick access to important information.
Configurable Views
Organize and sort matters by category, status, or priority using fully customizable intake and workflow filters.
Databases
Use centralized, shared databases to power workflows and maintain accurate, up-to-date legal information.
No-Code Process Mapping
Design and visualize legal workflows with drag-and-drop tools that require no technical expertise or developers.
Complex Workflows
Build linear, parallel, or trigger-based workflows that reflect the real-world complexity of legal operations.
Customizable Reports
Create tailored reports that surface critical insights and help track legal service delivery performance.
Template Reports
Instantly generate reports with pre-built templates based on legal operations best practices and benchmarks.
Analytics and Trends
Track matter trends, volumes, and performance over time using built-in legal intake and workflow analytics.
Intake reimagined with AI
Address Legal Requests and Queries Automatically
Use an AI-powered legal assistant trained on your company’s policies within your Checkbox-powered legal front door to handle intake questions, FAQs, and common legal requests.
Auto-generate and Manage Legal Matters
Let AI pre-fill matter records and auto-generate documents during intake to eliminate repetitive tasks and speed up service delivery.
Categorize and Triage Legal Requests with AI
Checkbox uses AI to understand request intent, classify submissions, and route them to the right workflow, matter type, or legal team, ensuring consistent triage and faster resolution.
Dynamic duo: Intake & workflow automation
Route requests to self-service tools
Empower employees to handle routine legal needs like contract access, NDA generation, or policy lookups, through self-service tools built into your legal intake portal.
Guide business users through complex requests
Use structured intake workflows to guide business teams through unique and complex legal submissions. Automate approvals, reviews, compliance checks and more.
Automate and streamline repetitive, manual work
Automate contract generation, task assignment, and decision routing to reduce manual effort and improve efficiency across your in-house legal operations.
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.
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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.
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Privacy Policy
Use an AI legal assistant to streamline privacy policy creation and communication.
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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
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Checkbox is the technology of choice for legal teams
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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
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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
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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
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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 processes can legal operations software help us automate?
Legal operations software automates processes such as legal intake, triage, task assignments, approvals, escalations, contract routing, and reporting. It helps standardize service delivery while reducing manual overhead.
Can we configure the platform to match our internal legal workflows?
Yes, Checkbox is highly configurable. You can customize workflows, matter types, fields, statuses, intake forms, and dashboards to reflect your team’s unique processes, terminology, and approval structures. No IT support is required.
How does your system help reduce manual legal work?
By centralizing legal work and integrating with enterprise systems, the platform ensures that legal processes are embedded into broader business workflows. This improves responsiveness, transparency, and stakeholder alignment.
Does the platform integrate with our enterprise tools like CLM, DMS, or ticketing systems?
Yes, legal operations software integrates with common tools such as contract lifecycle management (CLM) platforms, document management systems (DMS), and service desks. This allows seamless handoffs and centralized data management across your legal tech stack.
Can the software support multiple regions, business units, or teams?
Yes, legal operations software supports role-based access, regional workflows, and departmental segregation. This makes it easy to scale globally or across business units while maintaining control and compliance.
What kind of insights can legal operations teams expect from reporting?
Checkbox provides real-time dashboards and customizable reports to track legal service metrics. You can monitor request volumes, turnaround times, matter aging, team utilization, and recurring issue types to support continuous improvement.