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.
Trusted by leading legal teams, globally
You’re tired of answering the same questions over & over
Spend less time answering repetitive requests and more time on higher value work. Leverage AI to rapidly ingest your policies and provide instant, accessible and compliant responses on-demand.
Capture and centralize all incoming requests automatically
Get StartedConversational AI Chatbot
Tailor responses, recommend customized content, and adapt the chatbot’s tone and personality.
Automatic Matter Creation
Create matters automatically populating details such as type, requester, assignee, client and more.
Intelligent Triage
Automatically categorize requests and re-route to the relevant workflow, process, or person.
Deploy an AI chatbot tailored for your organization & policies
Get StartedKnowledge Sources
Upload your organization’s specific policies & playbooks for the AI chatbot to draw responses from.
Chatbot Customization
Tailor responses, recommend customized content, and adapt chatbot tone & personality for user engagement.
Self-service Tools
Easily build self-service legal tools using templates or drag and drop for FAQ, documents, checklists & more.
Gain visibility into legal workload and performance
Get StartedCustomizable 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.
AI Legal Front Door
Create a portal for the business to easily submit requests and access legal services.
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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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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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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.
Learn more
Connect with your tech stack
Streamline the flow of data, documents and activities across your other systems with out-of-the-box custom integrations.
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
“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 in-house legal software, and how does it benefit my legal department?
In-house legal software is a tool designed for legal teams to handle tasks like legal request intake, matter management, and reporting. All of these functions exist in one platform, including capabilities like workflow and document automation. Integrations with Slack, Teams, and email help reduce manual processes and improve collaboration. For the entire legal department, whether you are a general counsel, corporate counsel, a legal operations manager or more, in-house legal software simplifies communication, streamlines request management, and provides clearer visibility across the board. Ultimately, it enhances the efficiency of legal departments by allowing them to manage their workload in a more structured, centralized way.
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How does Checkbox's AI chatbot work?
Checkbox uses generative Al to provide the next generation in legal intake and triage. Our Al-powered front door meets business users where they live - in Slack, Teams, email, and more. And we meet them with an experience that allows them to ask for help in a way that comes naturally to them, using conversations and not just forms. Drawing from a source of knowledge unique to each customer's organization, the chatbot assistant is able to answer frequently asked questions and seamlessly link to automated workflows to collect approvals, submit disclosures, generate documents, and assign work to the appropriate person.
Checkbox uses OpenAl's large language models. The Al APIs we use have a zero-retention policy - meaning OpenAl cannot view any of that data, store it longer than required to process the request, or use any of it to train the Al model.
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).