Legal intake,
finally under control

Every request enters through one front door. Capture complete information, route work automatically, and give legal a clear view of demand from day one.

See how it works
The problem

Legal intake is fragmented, reactive, and impossible to see

Requests arrive through email, Slack, Teams, forms, and spreadsheets. Routine questions compete with high‑risk matters, lawyers become the routing layer, and leadership has little visibility into demand or risk.

  • Buried in conversations
  • Missing information
  • No ownership
  • Buried in conversations
  • No ownership
  • No audit trail
  • Different forms everywhere
  • Missing information
  • No routing logic
  • Buried in inboxes
  • Duplicate requests
  • Requests get lost
  • Manual tracking
  • No visibility
  • No accountability
Overwhelmed
legal team
  • No single source of truth
  • No visibility into demand
  • Hard to prioritize
  • Work falls through the cracks
A legal team
in control
  • One source of truth for every request
  • Full visibility into demand
  • Always on the highest‑impact work
  • Nothing slips through the cracks

Different channels. Same problem:Legal has no front door.

Requests are scattered across systems, lawyers become the routing layer, and leadership loses visibility into incoming work.

One flow, from request to record

Every request starts the same way.
See where it goes next

Follow a real legal request from intake to resolution. See how work is captured, triaged, answered, routed, and tracked automatically.

Choose an intake channel ↓
Following this request
    What legal teams can now do

    The outcome of running legal intake on Checkbox

    Legal becomes easier to work with

    Every team knows where to go, what information to provide, and how to get help. Requests move faster and routine questions no longer wait for legal.

    Work the queue, not the chaos

    Every request arrives complete, prioritised, and ready to action. Routine work is handled automatically so lawyers can focus on the matters that require judgement.

    See everything, control the risk

    For the first time, legal demand is measurable. See what is coming, where time is being spent, and where risk is emerging, then demonstrate legal’s impact with data.

    Why a front door

    Most tools solve part of intake. A legal front door solves the whole workflow

    Email captures requests. Forms collect information. Work management tools track tasks. But legal intake requires triage, routing, automation, self‑service, and visibility too. A legal front door brings the entire process together.

    Capability Email Forms Work management tools Checkbox
    Intake
    Triage
    Routing
    Self‑service
    Automation
    Visibility
    Full Partial None
    Proof

    The results of a better legal front door

    83%
    of routine legal and compliance requests automated at Hitachi
    80–90%
    adoption of Altria’s Legal Front Door
    6,000+
    hours saved annually through Telstra’s digital legal front door
    “We were doing the work, but we didn’t have the data to show it. Checkbox gave us a centralized way to handle intake so we could finally see the volume and source of requests and plan resourcing accordingly.”
    JL Jen Lenander Senior Director & Legal Chief of Staff, Elastic
    FAQ

    Questions in‑house legal teams ask

    We go into the full architecture on the call. These are the short answers.

    Can business users still submit requests through Teams, Slack, or email? +
    Yes. Checkbox meets employees where they already work. Requests can be submitted through Teams, Slack, email, forms, or a request portal and are automatically routed through the same intake process.
    Where do requests come from? +
    Wherever your business already works. Checkbox captures requests from email, Microsoft Teams, Slack, web forms, and request portals, then routes them through a single intake process. Employees don't need to learn a new tool or remember a special inbox.
    How does AI triage work? +
    Every incoming request is read and classified by request type, urgency, and business unit, then matched against your intake rules. Routine, low‑risk requests are answered or sent to a self‑serve template. Anything needing legal judgement is routed to the right person with the context already attached. You set the rules; nothing is auto‑sent without the guardrails you define.
    Do we have to change how we work? +
    No. Checkbox adapts to the way your team already works. During onboarding, request types, routing rules, SLAs, and matter categories are mapped into the platform so the intake process reflects your existing operating model.
    Does this replace our existing legal tools? +
    No. Checkbox is the intake, triage, and matter layer that sits in front of the tools you already run. When a request becomes a matter, it opens with the right structure and connects to your CLM, document, and e‑signature systems rather than replacing them. It fills the gap between where a request starts and where the work actually gets done.
    How is self‑service kept safe? +
    Self‑serve answers and document generation run only on your approved templates, policies, and clause libraries, not the open internet. Legal decides which request types are eligible for self‑service, and every self‑served output is logged with a full audit trail, so deflection never means losing control.
    How long does it take to go live? +
    Most teams are live within four weeks. Implementation typically involves connecting intake channels, configuring request types and routing rules, and launching your first workflows. Additional workflows can be added over time by your legal operations team.
    We're regulated. What about audit and access control? +
    Every request, decision, approval, and handoff is captured in a complete audit trail. Access controls follow the permissions you define, helping regulated teams maintain visibility, accountability, and compliance.
    Which legal processes does this support? +
    Any legal work that currently arrives through email, chat, forms, or spreadsheets. Common use cases include contract requests, NDAs, policy questions, approvals, legal intake, employment matters, and custom legal workflows.

    See legal intake working the way it should

    See how leading legal teams capture requests, automate routine work, and gain complete visibility into demand with Checkbox. 30‑minute tailored walkthrough.

    Watch it again