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Matter Management Software
A powerful legal matter management solution for in-house legal teams and corporate legal departments that centralizes matters, tracks legal work, and streamlines workflows with one system of record.
Trusted by leading legal teams, globally
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Capture requests wherever the business is
Streamline your matter intake process with a flexible, centralized solution that captures legal requests automatically from email, Slack, Teams, web forms, and more.
Give employees self-service access to repetitive contracts, policies, and legal FAQs to reduce manual workload across your legal matter management system.
Manage legal matters, documents, and communications in one secure platform with robust matter management software for a clear, single source of truth.
Track real-time performance with matter dashboards and metrics. Understand workload, measure legal impact, and drive outcomes with built-in reporting.
Navigating the challenges of Legal Matter Management
As legal departments grow in size and complexity, the more important a matter management solution becomes. Without a centralized legal matter management system, in-house teams struggle with delays, scattered data, and increased risk, making it difficult to bring strategic value and stay efficient.
01
Disconnected Tools Lead to Inefficiency
Without a centralized legal matter management system, it’s difficult to maintain visibility and control. Legal work gets scattered across emails, spreadsheets, and shared drives, leading to delays, duplication, and missed obligations.4o
02
No Single Source of Truth for Legal Matters
Without a centralized matter management platform, it’s hard to keep your team aligned. Matters get tracked in different ways, files go missing, and handoffs between legal and business stakeholders become risky and inconsistent.
03
Limited visibility impacts performance and progress
Without visibility and real-time reporting, legal leaders can't track case progress, team capacity, or response times. This blind spot caused by a lack of matter tracking software limits lega’s ability to improve operations or demonstrate value to the business.
Manage all legal work from intake to reporting
Intake & centralize all requests
Capture legal requests from email, Slack, Teams, Jira, Salesforce, and forms into a single, centralized matter management system.
Triage and assign with automation
Automatically route requests based on matter type, lawyer expertise, capacity, and business unit using rules built into your matter management software.
Track and progress legal matters
Track matter statuses, tasks, key dates, deadlines and see what your team is working on in real-time with a centralized legal matter management solution.
Collaborate with the team and business
Build a bridge between legal and the business with a corporate legal matter management platform that integrates shared documents, conversations, and insights for smoother communication.
Report on legal workflow & performance
Track, monitor, and share insights with leadership about legal department workload and output using built-in matter management reporting tools.
Features for control and scalability
Custom Statuses, Fields & Boards
Organize, collaborate on, and create matters using custom statuses, fields, and boards to track information across your matter management system with ease.
Linked Inboxes
Give your team the power to search, retrieve, and organize communications directly from your legal matter software by connecting it to your email inboxes and documents.
Configurable Views
Flexible view options built into your matter management platform ensure visibility across legal workflows and allow you to track legal matters by category, priority, or status.
Databases
Automate workflows and keep inputs consistent with shared legal data sources that your legal matter management system lets you access and update at any time.
No-Code Process Mapping
Design and automate steps in any legal process without coding knowledge or IT support by using drag-and-drop tools from your legal matter management platform.
Complex Workflows
Run linear, parallel, or trigger-based workflows across your corporate legal matter management environment to mirror real-world legal procedures at scale.
Customizable Reports
Build reports tailored to your legal team’s KPIs and metrics with flexible tools available in your corporate matter management software.
Template Reports
Track legal department performance with built-in reporting templates and quickly implement legal matter management solutions with minimal setup.
Analytics and Trends
Pinpoint patterns and trends in matter volume, matter status, and matter types to stay ahead of demand and plan your team’s work with confidence.
AI-Powered Matter Management Software
Automated Legal Matter Triage & Response
Improve response time and consistency across your legal matter management process by using an AI legal assistant to handle intake, automated FAQs, and intelligent triaging.
Auto-Create & Assign Matters in Your Matter Management System
Automatically generate matter records, pre-fill metadata, and assign them to the right team with AI-driven legal matter software that eliminates the need for manual data entry.
Categorize & Route Matters with AI-Powered Matter Tracking
Route legal matters to the correct workflow, department, or lawyer with AI-powered intelligent categorization that optimizes your corporate legal matter management process.
Power pair: Matter management & workflow
Route Legal Requests to Self-Service Tools
Guide employees to contract templates, policy FAQs, and legal self-service tools within your matter management platform, reducing intake volume and boosting efficiency.
Guide Users Through Legal Workflow Processes
Help business users navigate complex legal workflows for contract approvals, compliance reviews, and risk assessments directly within your legal matter management system.
Automate Routine Legal Tasks Across Your Tech Stack
Connect your legal matter software with document automation, task management, and e-signature tools to streamline contract generation, decision-making, and task routing.
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 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 is in house legal matter management software and how can it help our legal team?
Matter management software for legal departments is a tool that centralizes all matters, documents, and communications in one place. It makes it easier to stay organized, move faster, and show the business the impact legal is making.
How does Checkbox matter management system integrate with tools like Outlook, SharePoint, or DocuSign?
Is Checkbox matter management software designed for legal departments in large enterprises or SMBs?
Checkbox is built for growing in-house legal teams. So, whether you’re in a large internationally operating organization or an SMB scaling fast, it’s flexible enough to handle complex needs and grow with your team.
Is your legal matter management software secure and compliant with data protection laws like GDPR or SOC 2?
Yes, Checkbox’s legal matter management software is fully compliant with GDPR, SOC 2, and other major standards. Your data is protected with enterprise-grade security every step of the way.
Can your legal matter management system be tailored to our workflows and approval processes?
Yes, you can customize Checkbox’s legal matter management system to match your intake forms, workflows, and approval steps without needing coding knowledge of IT support.
How is your matter management software different from using spreadsheets or email?
Unlike spreadsheets and email, Checkbox provides a centralized, real-time system of record with automated workflows, structured intake, and reporting. With matter management software, you can enjoy faster, cleaner, more consistent legal operations.