In-House Legal Software

Checkbox helps general counsel and legal operations teams capture, automate, and track matters in one AI-powered platform, without changing how lawyers or the business work.

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Follow the work

Checkbox paper aeroplane illustration: give every legal request a clear way forward

Trusted by leading legal teams, globally

Legal shouldn’t have to chase the work.

A question in Slack. A contract in an inbox. An update someone needs by tomorrow.

In-house legal teams juggle rising demands and shifting regulations while proving strategic value. Without the right in-house legal software, they face operational hurdles that slow them down and make efficiency, transparency, and effectiveness harder to achieve.

Hard to keep up with growing requests

Legal is drowning in requests from all places - email, Slack, Salesforce, meetings and more. Every request is manually reviewed, tracked and created as a formal matter. More time on admin than the matter itself.

High volume of manual, low-value work

Legal is left spending more time on manual, low-value tasks like NDAs, compliance checks and approvals rather than strategic work. Delays grow, the business is frustrated, and legal teams face burnout.

Limited visibility and measure of impact

Legal’s value in risk mitigation, compliance goes unnoticed until something goes wrong. The GC scrambles through 432 places just to track what legal is working on, making it hard to report on impact.

Give every request a way forward

AI-Powered Features for Intake & Reporting

Follow an illustrative NDA request from first question to completion and reporting.

All-in-one platform for legal teams, bringing together intake, matter management, workflows, reporting, and more. It provides everything needed to manage core legal operations in one place.

Tools to Help Run Legal Departments Efficiently

Checkbox editorial matter files representing legal requests organized in one place

Every request deserves a clear beginning.

A colleague needs an NDA before sharing information with a supplier. The request arrives in Slack. Checkbox captures it in one place, ready for triage and assignment.

“Can I get an NDA for a supplier?”

The question becomes a legal request with context and a clear owner.

Explore intake & triage

Bring every legal request into one controlled front door

A request reaches legal from wherever the business already works.

Intake and Centralize All Legal Requests

Capture all legal service requests from email, Slack, Teams, Salesforce, and custom-built web forms in one centralized in-house legal request management system.

Many channels. One place for legal work.

Illustrative diagram, not a platform screenshot.

Slack

Teams

Salesforce

Web forms

Capture requests in one place

One legal request queue

Legal can see incoming work together, rather than tracking it across separate channels.

Example requests

Supplier NDA
Policy question
Contract review

Channels shown are examples of supported intake sources, not a screenshot of the platform.

Intelligent Intake & Triage

Eliminate manual data entry with automated intake and triage. Capture and assign requests from multiple places into one centralized system and increase efficiency in handling growing legal demand & request volumes.

One request.
A clear destination.

Illustrative workflow, not a platform screenshot.

Slack

Teams

An example request

“Can I get an NDA
for a supplier?”

Supplier NDA

Request captured

Triage

Identify the request type.

Assign

Route to a legal owner.

Routing follows your configured process.

Legal Intake and Triage

Automatically capture and assign legal requests. Speed up response times, improve stakeholder communication, and deliver higher-quality service with Checkbox’s in-house legal intake software.

From a captured request
to a clear owner.

Illustrative workflow, not a platform screenshot.

Supplier NDA

“We need an NDA before sharing information with a supplier.”

Example request received through Slack.

Identify the request type

In this example

NDA request

The request type informs the configured assignment path.

Apply your routing rules

Assigned legal owner

The request reaches the person responsible for taking it forward.

Request categories and assignments follow your configured process.

Legal Front Door

Provide a central, self-service entry point for all legal requests. Improve visibility, control, and matter intake with Checkbox’s in-house counsel platform.

One place to ask.
The right path to help.

Illustrative workflow, not a platform screenshot.

“I need an NDA for a supplier.”

“I have a question for legal.”

Legal front door

A central entry point for business colleagues to ask questions and request legal help.

The path depends on your configured process.

Self-service

Find answers or generate routine documents through configured tools.

Legal assistance

Route requests needing legal input to the appropriate team.

Example service paths. Not every request follows the same route.

The NDA request is captured. Now it needs a path forward.

Checkbox command-key illustration representing governed legal workflow automation

Give the work a way forward.

The same NDA request follows the workflow your legal team has configured. Routine steps can be automated, with reviews and approvals routed to the right people.

“Does this NDA need legal review?”

The configured workflow determines the next step, rather than another round of manual chasing.

Explore workflow automation

Turn repeatable legal service into governed workflows

The request moves forward without another manual handoff.

Build Self-Service Legal Tools for Employees

Make it easy for internal clients to find answers to queries, submit disclosure agreements, and generate routine contracts through a self-service legal tech platform. This will improve service delivery and free your legal department for more strategic initiatives.

Routine legal help. Within reach.

Illustrative diagram, not a platform screenshot.

A colleague’s routine need

“I need help with an NDA.”

Configured self-service tools

Give colleagues a way to access routine legal help.

Find answers

Get help with routine questions through the tools legal provides.

Create documents

Generate routine contracts through configured workflows.

Examples of self-service capabilities. Matters needing legal input follow your team’s process.

Automate Manual Legal Processes and Matter Management

Streamline intake, triage, and matter management by automating routine legal processes. Legal teams can reduce manual work, coordinate tasks more efficiently, and integrate seamlessly with existing business tools.

Keep the matter and its context together.

Illustrative diagram, not a platform screenshot.

One example matter

Supplier NDA

Keep the information and activity needed to move the matter forward together.

Connect the working context

Request

What the business needs

Owner

Who is responsible

Tasks

What needs to happen

Documents

The material needed for the work

Coordinate the next step

Automate routine tasks and keep matter activity connected as the work progresses.

Conceptual matter structure. Fields, tasks, and processes depend on your configuration.

Streamline Legal Approvals and Compliance Workflows

Automate routing of documents, tasks, and notifications with in-house legal workflow management software. This’ll help you speed up turnaround times while maintaining strong, auditable workflows.

The right checks. The right people.

Illustrative diagram, not a platform screenshot.

A request needs the appropriate checks.

Apply the configured approval process

Determine the checks, reviewers, and approvers required for this request.

Route documents, tasks, and notifications

Review input

Gather the information needed for the relevant checks.

Approval decision

Involve the approvers specified by your process.

An auditable workflow

Keep the process and its outcome traceable as work moves forward.

Your configuration determines the approval order and required controls. This is not a guarantee of compliance.

Contract Lifecycle

Automate contract lifecycles to reduce error, save time, and help in-house legal teams meet deadlines.

One NDA.
A connected lifecycle.

Illustrative workflow, not a platform screenshot.

Follow the supplier NDA from request to completion.

Request the NDA
Capture the supplier NDA request and the context needed to move it forward.
Prepare the document
Follow the configured process to prepare the NDA for its next step.
Review and approve
Involve the appropriate reviewers and approvers where your process requires them.
Complete the request
After the applicable steps are finished, record the request as complete.

Example stages. Your configured workflow determines the required steps.

AI Legal Chatbot

Deliver 24/7 legal support and automate routine requests. Boost efficiency and free in-house counsel to focus on higher-value, strategic legal work.

From a routine question to a useful next step.

Illustrative diagram, not a platform screenshot.

An example employee question

“How do I request an NDA?”

AI legal support

Help with routine questions and requests through your configured service.

Support the next step

Routine guidance

Help colleagues understand how to proceed.

Routine requests

Support automation of repeatable legal work.

Conceptual service flow, not a chatbot interface or a promise of autonomous legal advice. Responses and actions depend on configuration.

Legal Workflow Automation

Automate end-to-end legal processes including intake, approvals, and reviews. Use in-house workflow software to improve consistency, reduce errors, and accelerate service delivery.

Your rules.
The right next step.

Illustrative workflow, not a platform screenshot.

Supplier NDA request

Does this request
need legal review?

Apply the rules your legal team has configured.

Yes

Route to legal

Send the request to the appropriate reviewer or approver.

Continue the process

Move to the next configured step without adding a legal review.

Complete the applicable steps

Both paths follow your process through to completion.

Example routing logic, not an automatic approval policy.

The NDA request is completed. Its story stays connected.

Checkbox editorial charts and magnifying glass representing legal reporting and insight

Make the work count.

The completed NDA request now contributes to the reporting picture. Legal can see its status and cycle time alongside other requests, turning day-to-day work into a view of demand and delivery.

“How long did this NDA request take?”

Its cycle time becomes part of the picture legal can share with leadership.

Explore the platform

Make legal demand, delivery, and impact visible

Every completed request strengthens the operating picture.

Track Legal Department Performance and Showcase Business Impact

Use legal analytics and reporting to gain clear visibility into request statuses, workload metrics, and service performance. Demonstrate the value and impact of your legal team.

Make legal’s work visible to the business.

Illustrative diagram, not a platform screenshot.

Demand

What work is reaching legal?

Workload

What is the team handling?

Service

How is the work progressing?

Bring the evidence together

A clearer conversation with leadership.

Use request statuses, workload metrics, and service performance to explain the work legal is doing for the business.

Illustrative reporting questions. No sample performance results or financial claims are shown.

Data & Reporting

Experience the ease of reporting right out of Checkbox’s dashboards. Customize and leverage a cohesive view into metrics such as matter volume, type, cycle time for seamless communication with leadership.

From matter data to a clearer picture.

Illustrative diagram, not a platform screenshot.

The NDA request contributes to the wider operating picture.

Matter data

Volume: How much work reaches legal
Type: What kinds of work arrive
Cycle time: How long requests take

Group and summarize

A reporting view that fits your team

Bring the relevant metrics together for analysis and communication with leadership.

Understand demand and delivery

Use the report to discuss the work, not to reconstruct it from separate sources.

Illustrative data flow. No invented dashboard values, trends, or customer results.

Key capabilities

Features for control and scalability

Custom Statuses, Fields & Boards

01 / 09

Custom Statuses, Fields & Boards

Create matters with custom statuses, fields, and boards to manage legal matter tracking and keep key information organized for your team.

New matter field

Add a custom status field to contract matters.

Matter configuration

Field type

Single select

Field name

Status

Options

Color coded

Not started

In review

Approved

Add option

With Checkbox, everyone who works with legal works better.

Jen Lenander

Sr. Director & Chief of Staff, Elastic

Run legal like it runs the business.

Checkbox centralizes intake, automates routine processes, and gives legal visibility over every request.

NDA turnaround reduction

LOA turnaround

0 min

What is In-House Legal Software?

In-house legal software is a tech solution that supports in-house legal teams to smooth operations and keep up with increasing demands. By automating repetitive tasks like legal intake and triage, contract lifecycle management, and report generation, in-house legal software gives teams more time to shape strategy and make impactful business decisions.

What are the Key Features of In-House Legal Software?

Key features often include in-house legal intake software, matter management tools, and contract lifecycle management. Advanced platforms offer legal workflow automation, customizable legal dashboards, no-code process mapping, and AI-powered solutions like legal chatbots and predictive insights tailored for corporate legal departments.

What are the Benefits of In-House Legal Software?

In-house legal software boosts efficiency by automating routine tasks, cutting down on errors, and centralizing information. It improves visibility into workflows, helping teams track progress and meet deadlines. Plus, it allows legal departments to scale their operations, manage risks better, and show their value through data-driven reports.

What Challenges Are Faced by In-House Legal Teams Without Software?

Without an in-house legal management platform, teams work manually, which often leads to delayed responses and unstandardized workflows. This can cause missed deadlines, higher risk, poor visibility, and trouble managing legal requests and matters, ultimately hurting overall performance and credibility.

How Do I Choose the Right In-House Legal Software?

Start by identifying your team's primary needs, like efficient legal intake, organized matters, or streamlined contract workflows. Look for in-house legal workflow automation software with customizable features, extensive integration capabilities, and flexibility to scale alongside your corporate legal operations.

In-House Legal Software

Give your legal team room to do more.

Checkbox helps general counsel and legal operations teams capture, automate, and track matters in one AI-powered platform, without changing how lawyers or the business work.

Book a demo Try Checkbox

30–60 min

Saved by legal on every automated NDA

Air New Zealand

Up to 80%

Less manual, repeatable legal work

Woolworths Group

250+

NDAs automated in the first few months

Xero

96%

Reduction in legal touchpoints for NDAs