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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. The request never reaches the team that should have caught it.
How many open requests does legal have right now? What's the backlog look like? Where is the team's time actually going? Without a front door, the GC can't answer any of these.
When OCR asks who approved what, when DOJ asks when legal was notified, when the board asks how the team is keeping up, 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 taxonomy. Risk indicators surface. Standard items route automatically. High-stakes items escalate to senior counsel.
Automation handles the routine. Guided workflows support judgement calls. Owners, SLAs, audit trail — every request resolved on the record.
These are examples of how healthcare legal teams have shaped Checkbox to their work — from patient grievances to vendor reviews to credentialing matters. 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 — with the structured intake and audit trail in-house counsel needs.
Coordinate credentialing matters, fair hearings, and peer review files with the medical staff office in one shared workspace — with HCQIA immunity status tracked.
Coordinate legal, compliance, IT, and comms inside the OCR 60-day clock. A shared timeline with the documented decisions OCR will ask for.
Run legal, compliance, and credentialing on a shared timeline for a new service line — instead of three months of email coordination.
Track CHNA milestones, financial assistance policy reviews, and Schedule H prep — packaged for the audit committee on demand.
Lightweight contract intake for PSAs, medical directorships, and co-management agreements. Sits alongside a full CLM, not in place of it.
Pull the auditable record the board, OCR, and DOJ ask for — in minutes, not a week of email archaeology.
"We used to find out about a legal issue when someone forwarded an email chain that was already three weeks old. Now every request comes in one door and the team actually knows what's in the queue. That alone has changed how our board thinks about legal."
Checkbox is no-code — your legal ops team builds what you need without IT. Below are examples of the kinds of workflows healthcare legal teams have automated. Yours will look different.
Requests that originate in clinical care — patient rights, EMTALA on-call questions, advance directives, risk-management referrals. Teams typically configure intake, classification rules, and routing to fit how their organization already handles these.
If your CCO, CIO, or procurement team has more, talk to a healthcare specialist on our team.
No. Checkbox is the AI Front Door for legal — intake, triage, matter management, workflow automation, and reporting. We handle lightweight contract intake and tracking, and we sit alongside a full CLM if you have one. If you don't, most healthcare legal teams find our contract handling sufficient.
Your EHR manages clinical records. Your compliance software manages hotline reports. Neither manages legal intake, triage, or workflows. Checkbox is the layer that captures the legal requests that flow out of those systems — and gives your GC the picture of legal demand that neither can produce.
Checkbox is HIPAA-compliant with a Business Associate Agreement available, SOC 2 Type II certified, and has completed security reviews for health systems across the country. We provide your IT, compliance, and privacy teams with the complete documentation package up front.
Lean health system legal teams carry the highest request load per attorney of any in-house environment. The Front Door is how a small team scales — AI handles the routine, structure handles the rest. Every hour saved on triage becomes capacity for the matters that need real legal judgement.
Weeks, not quarters. Checkbox is no-code — your legal ops team configures intake, classification, and workflows without IT. Your IT, compliance, and privacy teams get the security documentation package up front to clear review in parallel.
Hotline systems are built for confidential reporting — not for the legal matters that flow out of those reports. Checkbox sits downstream: when a hotline report needs legal review, it becomes a structured request in the Front Door with full audit trail and routing.
Checkbox is available through Carahsoft on cooperative purchasing vehicles. Your procurement office can issue a PO directly — no RFP required.
The cost of one missed escalation — an EMTALA question that didn't reach legal, a possible breach that wasn't flagged in time — vastly exceeds any technology investment. Most teams find documenting the demand legal currently can't see is what funds the investment.
30 minutes. We'll walk through the requests your team actually receives — and show how Checkbox handles every one.