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Platform
The Legal Service Hub

Get an overview of the Checkbox intake and workflow automation platform on key features, how it works and more.

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CAPTURE
Intake & Triage

Capture and assign requests

AI Legal Chatbot

Automate legal help & response

Matter Management

Centralize communications

service
Contract Lifecycle

Digitize and generate contracts

Workflow Automation

Automate manual processes

report
Request Tracking

Track the status of work

Dashboards & Analytics

Gain visibility over performance

Solutions
solutions
Intake & Matter Management
Workflow Automation
Self-Service Tools
AI Chatbot
use case
AI Legal Front Door
Email Intake
Slack Intake
Microsoft Teams Intake
Forms Intake
Matter Management
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ai legal front door

Create a portal for the business to easily submit requests and access legal services, so the legal team can gain control and visibility over large volumes of requests.

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Email Intake

Automate the intake, triage, and assignment of requests from email so legal can finally cut through the noise and take control of the shared email inbox.

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Slack Intake

Automate and centralize the intake, triage, and assignment of requests for legal to handle all incoming messages coming from Slack, but also from email, Teams, Asana, Jira and more.

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Microsoft Teams Intake

Automate and centralize the intake, triage, and assignment of requests for legal to handle all incoming messages coming from Teams, but also from email, Slack, Asana, Jira and more.

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Forms Intake

Simplify the registration and approval of company gifts & gratuities whilst providing reports for auditing.

Maintain compliance with laws & policies, foster transparency and reduce risk.

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Matter Management

Centralize all matters, documents, approvals, and conversations for a single source of truth. Gain visibility into legal performance to capture workload and strategic insights for resourcing.

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use case
Non-Disclosure Agreements
Master Services Agreements
Contract Approvals
Trademark Clearance
Marketing Material Review
Stock Clearance Requests
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Non-Disclosure Agreements

Streamline the entire contract lifecycle from intake and generation right through to negotiation, execution and management, to accelerate and secure deals faster.

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Master Services Agreements

Streamline the entire contract lifecycle from intake and generation right through to negotiation, execution and management, to accelerate and secure deals faster.

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Contract Approvals

Streamline the entire contract lifecycle from intake and generation right through to negotiation, execution and management, to accelerate and secure deals faster.

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Trademark Clearance

Streamline the submission, review and clearance of trademarks by giving employees an intuitive way to register trademarks and allowing legal to automate approvals.

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Marketing Material Review

Guide users through document approvals & streamline intake, review and execution.Reduce the time, cost, and risk of internal back office tasks through process and document automation.

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Stock Clearance Requests

Streamline the submission, review and clearance of stocks by giving employees an intuitive way to register transaction details and for legal to automate approvals.

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use case
Sales Contracts
Non-Disclosure Agreements
Conflict of Interest
Trademark Clearance
Gifts & Entertainment
Travel Requests
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Sales Contracts

Streamline the entire contract lifecycle from intake and generation right through to negotiation, execution and management, to accelerate and secure deals faster.

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Non-Disclosure Agreements

Streamline the entire contract lifecycle from intake and generation right through to negotiation, execution and management, to accelerate and secure deals faster.

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Conflict of Interest

Decrease time on evaluating vendors & reduce overall internal effort through automating your vendor risk assessment.

Streamline & improve the quality of assessments.

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Trademark Clearance

Streamline the submission, review and clearance of trademarks by giving employees an intuitive way to register trademarks and allowing legal to automate approvals.

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Gifts & Entertainment

Leverage an AI legal assistant to transform your static gifts and entertainment policies and serve timely 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, streamlining approvals, ensuring consistent communication, & reducing manual work.

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use case
Legal / Policy FAQ
Gifts & Entertainment
Employee Rights and Benefits
Travel Requests
Privacy Policy
Security Policy
View Use Cases
Legal / Policy FAQ

Leverage an AI legal assistant to serve up-to-date and compliant responses at scale, streamlining communications and refocusing lawyers on complex matters.

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Gifts & Entertainment

Leverage an AI legal assistant to transform your static gifts and entertainment policies and serve timely and compliant responses at scale.

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Employee Rights and Benefits

Leverage an AI legal assistant to serve up-to-date and compliant responses at scale, streamlining communications and refocusing lawyers on complex matters.

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Travel Requests

Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale, streamlining approvals, ensuring consistent communication, & reducing manual work.

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Privacy Policy

Use an AI legal assistant to streamline privacy policy creation, management, and communication, minimizing error & allowing legal to adapt to evolving requirements.

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Security Policy

Use an AI legal assistant to streamline security policy creation, management, and communication, minimizing error & allowing legal to adapt to evolving requirements.

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Customers
customers
Case Studies
Customer Success
Checkbox Certifications
CASE STUDIES
Woolworths Group Develops a Legal Service Delivery Model
Coca-Cola Europacific Partners Transforms with Checkbox
How Telstra Automated Intake and Triage Using Checkbox
How Tabcorp Uses Checkbox to Automate Employment Contracts
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Case Studies

Woolworths Group Develops a Legal Service Delivery Model

Woolworths deployed Checkbox so its legal team could develop a service delivery model with online self-service solutions that offer legal advice & request resolution at scale.

Outcomes:
- Volume of manual, repeatable work reduced by up to 80%
- 60+ workflows automated across legal

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customer success
Customer Success
Customer SUccess

Our customers are at the heart of everything we do at Checkbox because your success is our success.

Our team has deep expertise in no code digital transformation across the entire discipline from ideation through to helping you set up your governance, people and operating model.

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Checkbox Certifications
Get Certified on Checkbox
Get Certified on Checkbox

Jump-start your automation journey on Checkbox, the world’s leading no-code platform.

Build and deploy no-code applications and get recognized for your skills as a citizen developer.

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Resources
resources
Go with the Workflow
Resources
Blogs
News
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content
Ep 8: Implementing Generative AI at Pinterest Legal | Erin Crum (Pinterest)
Ep 7: Building a Legal Ops Strategy and Tech Roadmap (Hyperion Global Partners)
Ep 6: Legal Ops New Year’s Resolutions & Building a Roadmap for 2024
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GO WITH THE WORKFLOW

Learn from industry champions on how legal workflow automation can transform your legal operations strategy.

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content
Webinars
Case Studies
Solution Templates
View All Resources
featured resources

Legal Service Request Management Maturity Guide

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Guide

Legal Ops New Year’s Resolutions & Building a Roadmap for 2024

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Video
content
How Automation Transforms Legal
Legal Technology & 2022 Trends
HR & Automated Employee Letters
Automating Legal Intake and Triage
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featured resources

How to Procure Legal Technology with Limited Resources

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Blog

5 Steps to Defining the Scope of your Legal Intake and Triage Tool

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Blog
content
Checkbox Launches AI-powered Front Door & Assistant
Checkbox’s Evan Wong Named “LegalTech CEO of the Year”
Checkbox Recognized by Gartner Digital Markets as Market Leader for No Code Automation
View All News
featured resources

Checkbox launches the 'Legal Services Hub'

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Checkbox launches AI-powered Front Door & Assistant

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See Demo
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Reimagining Intake & Matter Management with AI

Event Details

In the current business world, various departments rely on a key piece of technology that enables them to manage their core processes and activities. For sales and marketing - the CRM, for HR - the HRM, and for IT, the ITSM. 

And for legal? Enter the 'Legal Service Hub' — an intake and workflow automation platform enabling in-house legal teams to manage all legal work from intake to reporting.

Join us in a live showcase and build, where we'll cover:

  • What it looks like to bring together AI-powered legal intake, workflow automation, and matter management

  • How to implement legal intake without turning Legal into an IT ticketing system

  • How to drive adoption across the legal team with little to no data entry

  • Key legal department metrics, reporting and dashboards to enable data-driven decisions and narratives

  • How to set up an AI chatbot for legal intake and FAQs in minutes

  • How to DIY automate workflows with only drag and drop

‍Speaker: Evan Wong

‍Date: Wednesday, April 24 2024
Time:
11am PST / 2pm EST

Evan Wong

CEO & Co-Founder of Checkbox, Forbes 30 Under 30

Evan Wong is the CEO & Co-Founder of Checkbox, a 14x award-winning no code workflow automation platform, and is a listed Forbes 30 Under 30. Evan has worked with many legal teams globally on their digital transformation projects by leveraging the power of no code automation and his expertise in developing digital solutions to solve business process problems. Through this work, he has helped redefine how lawyers conduct intake and triage, generate documents, provide advice, and facilitate workflows, with a focus on applying innovation with ruthless practicality.

Checkbox In House Legal Software Logo

Checkbox is the service hub for teams to easily capture and manage requests from the business, gain visibility and control over all matters, and automate manual work.

With Checkbox, spend less time on manual, administrative work, and more time being the function that partners and grows together with the business.

Platform
Platform OverviewMatter ManagementWorkflow AutomationAI Legal ChatbotIntake & TriageDashboard & Analytics
Solutions
AI Legal Front DoorNDA AutomationLegal Policy / FAQRequest TrackingEmail IntakeIn House Legal Software
Company
BlogNewsCheckbox CertificationsCareersRequest Demo
Resources
Use CasesSolution TemplatesWebinars & GuidesCase StudiesCustomer SuccessRoles
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