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Legal Workflow Software
Transform legal from the department of “no” to a growth partner with AI-driven legal workflow automation. Build a smart legal front door, streamline repetitive tasks, and manage legal operations with full visibility and control.
Trusted by leading legal teams, globally
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Manage and Optimize Legal Workflows
Let business users submit legal service requests directly through email that triggers intelligent email workflow automation for faster responses and efficient triage.
Steer every legal matter, document, and file into one scalable legal process management system so teams stay aligned, informed, and moving forward together.
Consolidate your legal tech stack with one centralized, secure legal workflow management system to create a single source of truth that brings people, matters, and processes together.
Stay on top of every legal task with real-time dashboards, while built-in legal workflow analytics and management reports automatically surface the insights that matter.
Navigating the Challenges of Legal Workflows
As legal departments grow, complexity follows. And without a legal workflow automation platform, that complexity turns into inefficiency, delayed progress, and exposure to compliance risk.
01
Manual Workflows Drain Time and Productivity
Managing requests via email and spreadsheets drains time and creates friction across the business. To stay efficient, legal teams need automated legal workflows that reduce admin work and help them make time for more meaningful work.
02
Inconsistent Processes Create Risk
Legal workflow systems that aren’t standardized cause inconsistencies that slow down approvals and increase risk. Legal teams need reliable legal process automation that provides the structure needed to scale safely and effectively.
03
Lack of Visibility Limits Improvement
Standalone tools without integrations make it hard to measure performance. To measure impact effectively, teams need an all-in-one platform with legal operations automation to monitor workflows, spot issues, and optimize output.
Manage Legal Workflows from Intake to Reporting
Centralize Intake Across Channels
Capture requests from email, Slack, Teams, Salesforce, and custom forms with a legal workflow automation solution, and keep legal moving with unified intake.
Automated Routing and Assignment
Assign matters based on workload, type, or team with intelligent legal task automation that uses AI-powered routing logic to reduce delays and messy manual handoffs.
Monitor and Progress Work in Real Time
Prove legal’s value, align stakeholders, and strengthen accountability with workflow automation for legal teams that tracks tasks, deadlines, and progress in real time.
Collaborate Across Legal and Business
Easily share documents, updates, and discussions through a centralized legal orchestration software that improves communication between legal and the business.
Report on Legal Workload and Performance
With customizable dashboards that track team efficiency, matter outcomes, and overall workload, legal insights and detailed reports are just a few clicks away.
Features for control and scalability
Custom Statuses, Fields & Boards
Design workflows that work for you by customizing fields and statuses straight from your legal workflow management system.
Linked Inboxes
Connect shared inboxes to your legal workflow tools to keep all communication threads organized and linked to the right matter.
Configurable Views
Sort and filter all legal matters by custom view like category, status, and priority, to align your intake software setup with your specific needs.
Databases
Store, access, and update data from a shared source to power your digital workflows and support legal intake automation.
No-Code Workflow Builders
Give legal ops the power to create and modify legal workflows with no-code tools that don’t require IT. Just drag, drop, and go.
Advanced Workflow Logic
Create sequential, conditional, or parallel workflows that fit your unique legal procedures with legal process orchestration tools.
Customizable Reports
Quickly generate reports and visuals customized to your team’s unique metrics to strengthen your legal intake performance insights.
Custom and Template Reports
Effortlessly monitor KPIs by building reports your way or starting fast with out-of-the-box templates that help you gain the clarity you need.
Operational Analytics
Use trend reports built into your legal workflow automation software to visualize request types, completion time, and resource allocation.
AI-Powered Legal Worklfow Automation
Smarter Intake and Triage
AI-powered legal workflow automation tools handle FAQs, classify requests, and assign work, so your team can stay focused on what matters.
AI-Based Assignment
Get work to the right person faster with AI legal workflow software that generates matters, pre-fills fields, and routes work instantly.
Automated Categorization and Routing
Improve corporate legal workflow management with AI that understands request types, routes them, and applies confidence scoring.
Workflow Automation for Legal Operations
Self-Service Workflow Portals
Filter out repetitive questions with automated legal workflow intake portals that allow employees to self-serve using policy tools, templates, and AI chatbots.
Step-by-Step Legal Workflows
Ensure reliable outcomes with guided workflows for contracts, compliance, and approvals that are built-into your legal process automation platform.
Integrated Legal Operations
Boost productivity and automate legal tasks with legal operations automation software that connects your most-used tools and centralizes everything in one place.
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 workflows can in-house teams automate?
In-house teams can automate a wide range of workflows including NDAs, contract approvals, compliance reviews, legal intake, and triage. Checkbox supports both high-volume, repetitive tasks and more complex, multi-step processes.
How is legal workflow software different from matter management tools?
Legal workflow management software focuses on automating processes from intake through execution, enabling self-service, routing, and approvals. Matter management tools track legal work after it’s been received. Checkbox bridges both, starting at intake and continuing through completion.
Can workflows be customized to fit our internal legal policies and approvals?
Yes, workflows in Checkbox are fully customizable to match your team’s policies, approval paths, and data requirements. You can easily tailor fields, logic, and steps using drag-and-drop tools to reflect your internal processes.
Does this integrate with our existing tools like Outlook, Slack, Salesforce, or Jira?
Yes, Checkbox integrates with tools like Outlook, Slack, Teams, Salesforce, Jira, and more to centralize intake and streamline collaboration across technology your teams already use.
Can legal build and update workflows without needing IT support?
Yes, Checkbox is a no-code platform designed so in-house legal and legal ops teams can build, launch, and update workflows independently, without relying on IT.
Is the platform secure enough for sensitive legal information?
Yes, Checkbox meets enterprise-grade security standards, with robust data encryption, access controls, and compliance certifications to protect your most sensitive legal information.