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Legal Tech Software
Innovative legal tech software that drives smarter in-house legal operations by streamlining intake, automating workflows, and enhancing service delivery. Capture, route, and manage legal requests with ease.
Trusted by leading legal teams, globally
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Streamline Legal Requests & Insights
Funnel intake from email, Slack, Teams, and forms into one single platform to enable complete, categorized, and instantly routed requests.
Automate routine legal processes like approvals, reviews, and document generation with no-code workflows to save time and reduce manual work.
Manage documents, deadlines, stakeholders, and status updates for all matters and legal service requests in a one collaborative workspace.
Measure legal team performance, spot bottlenecks, and optimize resource allocation with real-time dashboards and built-in data analytics.
The Evolving Challenges Facing In-House Legal Teams
In-house legal departments using outdated legal technology software face challenges with scaling, efficiency, and proving value. Relying on outdated processes, disconnected communication channels, and manual workflows hinders their ability to deliver high-quality legal services quickly and consistently.
01
Disconnected Intake and Request Chaos
When legal teams are bombarded with unformatted requests from multiple channels, it’s difficult to capture, prioritize, and assign work consistently. Without centralized legal intake software, delays and missed deadlines are more likely.
02
Manual, Low-Value Work Consumes Time
Legal gets too caught up in repetitive tasks like contract redlining, chasing approvals, or responding to routine queries. Without legal tech platforms that automate these workflows, time is taken away from higher-impact legal work.
03
Lack of Visibility and Control
Visibility into legal matters, deadlines, and workloads is hard to achieve without a unified legal technology platform. This makes resource allocation, performance tracking, and reporting inefficient and inaccurate.
Manage all legal work from intake to reporting
Intake & centralize all requests
Capture all legal requests from sources like email, Slack, Teams, and intake forms in one centralized platform.
Triage and assign requests
Automatically direct requests to the right assistance based on type, legal expertise, workload, or business unit.
Manage matters
Manage all legal matters from one centralized workspace, with corresponding documents, tasks, approvals, emails, and discussions linked to each.
Automate workflows
Cut down manual work with automation and enable business users to complete routine legal tasks via user-friendly self-service tools.
Track and report on legal workload
Fill reports and monitor legal team capacity, matter progress, and performance outcomes with live dashboards and insightful analytics.
Features for control and scalability
Custom Statuses, Fields & Boards
Enhance data capture and organization by customizing intake workflows with tailored statuses, fields, and boards.
Linked Inboxes
Connect emails to relevant matters to optimize triage and maintain swift access to critical information.
Configurable Views
Easily filter and sort matters by category, status, or priority using fully customizable views tailored for your intake and workflows.
Databases
Adopt a shared centralized database to support workflow management and maintain consistent, reliable legal records across your team.
No-Code Process Mapping
Create and adjust legal workflows using simple drag-and-drop tools designed for those without technical expertise.
Complex Workflows
Build sequential, simultaneous, or trigger-activated workflows tailored to mirror the complexity of legal operations.
Customizable Reports
Generate customized reports at any time to highlight key insights and accurately track legal service performance.
Template Reports
Get up and running fast with pre-configured reporting templates based on legal operations best practices.
Analytics and Trends
Use built-in analytics to keep track of matter volumes, turnaround times, and workload trends over time.
Intake reimagined with AI
Address Legal Requests and Queries Automatically
Introduce a policy-trained AI legal chatbot into your legal operations platform to efficiently manage routine requests, FAQs, and intake queries.
Auto-generate and Manage Legal Matters
Let AI pre-fill matter legal management system records with relevant details collected during intake to reduce manual input and speed up matter creation.
Categorize and Triage Legal Requests with AI
Ensure triage consistency by using AI-based text analysis to classify and route incoming requests to the appropriate workflow, matter type, or legal team.
Dynamic duo: Intake & workflow automation
Route requests to self-service tools
Give employees the tools to manage routine legal needs, like contract access and policy review, through built-in self-service options in your legal tech platform.
Guide business users through complex requests
Structure intake workflows to walk business teams through complex legal submissions, ensuring smooth approvals, reviews, and compliance checks.
Automate and streamline repetitive, manual work
Decrease manual effort by automating contract generation, task assignment, and decision routing to improve legal team performance and service speed.
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 types of legal work can your platform support?
Checkbox supports a wide range of in-house legal workflows, including intake and triage, matter management, contract approvals, NDAs, policy queries, compliance reviews, and more.
Can we configure workflows without relying on IT?
Yes, the Checkbox platform is fully no-code, allowing legal operations teams to build and maintain workflows, forms, and routing logic without technical support.
Does the system integrate with our existing tools like Outlook, Teams, Slack, or Salesforce?
Yes, you can integrate directly with tools like Outlook, Microsoft Teams, Slack, Salesforce, and more, so requests can be captured where your business users already work.
How does your AI help with intake and triage?
AI-powered intake automates classification, routing, and chatbot-style responses based on your internal policies. It reduces back-and-forth and helps legal teams respond faster with less manual effort.
Can we track performance and team capacity?
Yes, the platform includes real-time dashboards and reporting to help you monitor matter progress, turnaround times, volume trends, and resource allocation.
Is the platform scalable as our legal team grows?
Yes, the system is designed to scale with your needs, supporting everything from small legal teams to global departments with complex workflows and high request volumes.