CAPTURE
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Matter Management Software

Centralize and gain visibility over all legal work for a single source of truth.

Trusted by leading legal teams, globally

Capture requests wherever the business is

Manage all legal work from intake to reporting

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Features for control and scalability

Custom Statuses, Fields & Boards

Create matters with custom statuses, fields and boards to keep track of key information for your team.

Linked Inboxes

Connect emails and documents automatically so you can search & retrieve information quickly.

Configurable Views

Track all your legal matters by category, status, priority or in any way you want to work.

Databases

Create, retrieve and update data from a shared data source to use for your digital workflows.

No-Code Process Mapping

Create digital workflows by visually mapping the steps and flow of activities within a specific legal process.

Complex Workflows

Facilitate linear, parallel, and trigger-based workflows that closely emulate your real-life processes.

Customizable Reports

Create your own reports and visualization fit for your team’s unique metrics and fields.

Template Reports

Leverage our ready-to-use legal reports to measure industry standard metrics and implement faster.

Analytics and Trends

Use analytics to see trends into matter volume, status and type to identify seasonality and capacity gaps.

Intake reimagined with AI

Address requests and queries automatically

Use an AI legal chatbot to handle requests/queries, trained on your policies & playbooks.

Create and populate matters automatically

Leverage AI to generate and fill in records, eliminating manual data entry each time.

Categorize and route requests intelligently

Route to the relevant workflow, process or person using AI-powered text analysis.

Power pair: Matter management & workflow

Route requests to self-service tools

Empower employees with self-service tools for routine requests like contracts and policies.

Guide business users through complex requests

Assist users through predefined processes for approvals, legal evaluation, compliance & more.

Automate and streamline repetitive, manual work

Automate routine tasks for contract generation, tasks, decisions & connect your legal tech stack.

Explore legal service hub solutions

AI Legal Front Door

Create a portal for the business to easily submit requests and access legal services.

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Email Intake

Automate the intake, triage, and assignment of requests from email.

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Slack Intake

Automate and centralize the intake, triage, and assignment of requests from Slack.

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Microsoft Teams Intake

Automate and centralize the intake, triage, and assignment of requests from Teams.

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Forms Intake

Use intelligent forms across your preferred channels to capture & organize requests.

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Matter Management

Centralize all matters, documents, approvals, & conversations for a single source of truth.

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Non-Disclosure Agreement

Streamline the entire contract lifecycle to accelerate and secure deals faster.

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Service Agreement (MSA)

Streamline the entire contract lifecycle to accelerate and secure deals faster.

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Contract Approvals

Streamline the entire contract lifecycle to accelerate and secure deals faster.

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Trademark Clearance

Streamline the submission, review and clearance of trademarks.

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Marketing Material Review

Streamline the submission and review of marketing materials.

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Stock Clearance Requests

Streamline the submission, review and clearance of stock.

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Sales Contracts

Streamline the entire contract lifecycle to accelerate and secure deals faster.

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Non-Disclosure Agreement

Streamline the entire contract lifecycle to accelerate and secure deals faster.

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Conflict of Interest

Streamline the submission, assessment, and management for conflicts of interest.

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Trademark Clearance

Streamline the submission, review and clearance of trademarks.

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Gifts & Entertainment

Leverage an AI legal assistant to transform your static gifts and entertainment policies.

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Travel Requests

Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.

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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.

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Employee Benefits

Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.

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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.

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Trusted by leading companies worldwide

“Without the need for technical skills or the help of IT, Checkbox has enabled us to automate intake and triage, pre-populate significant volumes of information up front, and allocate matters to the lawyers with the right expertise and availability. It is a living, breathing tool we can scale and adapt easily to maintain a legal safety blanket for the business.”

Ben Langford

Group Counsel at Woolworths

60+

workflows automated across legal

Coca-Cola Europacific Partners

“The legal and people & culture teams have been able to focus on the people rather than the processes, whilst rolling out solutions organization-wide at a velocity that was unachievable previously.”

Richard Conway

Deputy Group General Counsel & Group Company Secretary at Coca-Cola

15+

documents automated per year across the business

“Our legal teams spend less time on menial tasks and more time on things that require their skills and expertise, and they get to spend more face-to-face time with business stakeholders to meet business deliverables.”

Denise Doyle

Legal Transformation Lead at Telstra

6,000+

hours saved per year for processes across legal

"We're no longer a roadblock to the business. Standardizing our processes with automation using Checkbox has allowed us to work on more complex business matters, making us a stronger business partner"

Georgia Petry

Legal Counsel at Xero

250+

documents automated in first implementation

Frequently Asked Questions

If you have any further questions, Get in touch with our friendly team.

What is Checkbox?

Checkbox is intake and workflow automation platform used by legal teams to maintain control, gain visibility, and get work done. With Checkbox, spend less time on manual, administrative work, and more time being the legal function that partners and grows together with the business.

Loved by legal and the business for our ease of use, features, and support, companies like Allianz, Coca-Cola Europacific Partners, BMW and Xero transform their legal services with Checkbox.

What is a 'matter management system'?

What is a Matter Management system? It's a specialized technology solution that streamlines and organizes complex legal processes and information within law firms or legal departments. It facilitates efficient management of case files, documents, contacts, deadlines, time tracking, and billing.

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 intake. & matter management, workflow automation, self-service tools and AL chatbot which you can get access to. Leverage ready-to-use solutions, reporting and more so you can view industry standard processes and implement faster. Explore our available solution templates.

Can Checkbox integrate with our existing systems or database?

Yes, solutions 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 email, Slack, Microsoft Teams, Sharepoint, Salesforce, Google Suite, Hubspot, Salesforce, DocuSign, AdobeSign 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 and business professional all building on Checkbox, and across many different seniority levels (C-Suite, middle managers and interns)

Streamline your services and scale your impact with the business