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Risk needs a grievance reviewed. Procurement needs a vendor cleared. Med Staff has a credentialing question. HR is escalating. Checkbox captures every request, classifies it with AI, and routes it to the right place, so nothing arrives in your inbox by surprise.
Risk, HR, Compliance, Procurement, Medical Staff, Clinical Operations. Every function in the health system needs legal at some point. None use the same channel. Most don't use the same words. All of it lands in your team's inbox.
An EMTALA question, a possible breach, an FCA escalation. Sitting in an inbox because nobody flagged it as legal.
How many open requests right now? What's the backlog? Where is the team's time actually going? Without a front door, the GC can't answer.
When OCR asks who approved what, when DOJ asks when legal was notified, there's no record. Just a search through email.
Checkbox doesn't replace what your health system already runs. It captures every legal request, classifies it with AI, and routes it where it needs to go, so legal sees a structured queue, not a flooded inbox.
Embedded forms in Teams, email aliases, Slack, and a self-service portal. Different request types, different intake forms, same destination.
Every request auto-classified against your categories. Risk indicators surface. Standard items route automatically. High-stakes items escalate to senior counsel.
Automation handles the routine. Guided workflows support judgement calls. Owners, deadlines, audit trail. Every request resolved on the record.
Scenarios where healthcare legal teams would use Checkbox to centralize intake, coordinate work, and build an audit trail. Configured by your team, not pre-packaged by us.
Capture grievance escalations from risk management with structured intake. Track deadlines, EMTALA on-call questions, and patient rights matters in one place.
Route new vendor requests through a structured intake. Flag PHI access. Use automation for standard items. Keep a single record of every BAA in flight.
Capture HR escalations into legal: terminations, accommodation questions, employed-physician issues. All with structured intake and an audit trail.
Use intake and matter management to coordinate credentialing requests, fair-hearing matters, and peer-review files between legal and the medical staff office in one workspace.
Coordinate legal, compliance, IT, and comms on a single matter with a shared timeline. The structured intake and audit trail you'll want if OCR comes asking.
Run legal, compliance, and credentialing on a shared timeline for a new service line, instead of three months of email coordination.
Use matter management to track financial assistance policy reviews, community benefit work, and Foundation-Finance touchpoints with reporting your audit committee can ask for any time.
Lightweight contract intake for PSAs, medical directorships, and co-management agreements. Sits alongside a full CLM, not in place of it.
Real-time dashboards and custom reports for board, audit committee, and compliance updates. The auditable record the business will ask for, in minutes not weeks.
Checkbox is a no-code platform. Your legal ops team builds and updates workflows without IT. The examples below are the kinds of processes Checkbox handles out of the box, configurable to the way your team operates.
Capture legal requests from wherever the business already works. AI classifies, prioritizes, and routes each request to the right owner with the right context attached.
Centralize every matter, document, approval, and conversation in a single source of truth. Custom fields, statuses, and views configured to how your team already works.
Structured intake, drafting, and approval for the contract types healthcare legal handles most. Sits alongside a full CLM, or replaces lightweight contract management for teams without one.
Multi-step approvals with sequential, conditional, or parallel logic. Auto-approve low-risk items based on configured criteria; escalate the rest to the right owner.
Deflect routine questions before they become tickets. The AI legal assistant answers policy and FAQ queries in Slack, Teams, or email using your existing knowledge base.
Real-time visibility into legal demand, cycle times, workload distribution, and team performance. The data legal needs to report to the board with confidence.
A 2-minute interactive walkthrough. See how intake, triage, matter management, and reporting fit together. No demo booking required.
"Email is a great tool, but email is not a system. We started off planning to implement three applications and ended up with eleven. It grew so quickly, naturally, and organically."
The questions a healthcare GC, CIO, privacy officer, or procurement team raises before any new system goes in. If you have more, talk to our team.
30 minutes. We'll walk through the requests your team actually receives, and show how Checkbox handles every one.
We'll walk through the requests your team actually receives, and show how Checkbox handles every one. Pick a time after submitting.