The platform powering the
world's leading legal teams.

The Problem

Legal is drowning in requests
without the resources to keep up

There’s the perception that legal is slow, a bottleneck, or shuts down progress. We’re actually trying to get work done, deals done, and move the business forward. But it’s hard to be an enabler with limited resources.

The Solution

01

Hard to keep up with growing requests

Legal is drowning in requests from all places - email, Slack, Salesforce, meetings and more. Every request is manually reviewed, tracked and created as a formal matter. More time on admin than the matter itself.

01

Centralize and simplify intake

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The Solution

02

High volume of manual, low-value work

Legal is left spending more time on manual, low-value tasks like NDAs, compliance checks and approvals rather than strategic work. Delays grow, the business is frustrated, and legal teams face burnout.

02

Automate low-value, repetitive tasks

Self-service workflows handle NDAs, approvals, and routine tasks. Legal focuses on strategic matters that move the business forward. Workflows are faster, consistent, and burnout declines.

The Solution

03

Limited visibility and measure of impact

Legal’s value in risk mitigation, compliance goes unnoticed until something goes wrong. The GC scrambles through 432 places just to track what legal is working on, making it hard to report on impact.

03

Gain visibility and demonstrate impact

A unified dashboard brings every request, owner, and status into view. Legal tracks performance, uncovers bottlenecks, and reports measurable value with real-time insights.

The Solution

The Legal Services Hub to manage, track and deliver all things legal services

AI-Powered Features for Intake & Reporting

Try Checkbox now in less than 5 minutes

Let lawyers be lawyers

In our dream world, lawyers work exactly the same as they always have. Checkbox is the icing on the cake that provides the visibility and reporting that GCs need.

01

Sync matters from the channels lawyers are already working in

Lawyers can remain working in the systems that suit them, while Checkbox gleans the necessary information to keep GCs and legal ops in-the-know. Seamless sync across channels allows intake and matter management to be effortless. No more manual admin.

02

Gain the insights and data you need to supersize the legal team

With end-to-end matter tracking, a new depth of insights can be found with Checkbox’s reporting capabilities. Enable a clear overview and report over legal team performance to effectively communicate legal’s value to leadership.

Jeannine Moran
Director of Legal Operations

Scaling legal operations with clarity and control

Richard Conway
Deputy General Counsel & Corporate Secretary

Balancing capability vs. ease

Jim Gray
VP, Head of Global Legal Operations

Solving enterprise complexities

Linh Duong
Senior Legal Counsel

Deploying AI globally

Sam Bailey
Senior Legal Counsel

Seamless for a large organization

Janene Asgeirsson
Chief Legal Officer

Freeing Lawyers to Focus on Strategy

Frequently Asked Questions

If you have any further questions, Get in touch with our friendly team.

What is Checkbox?

Checkbox is intake and workflow automation platform used by legal teams to maintain control, gain visibility, and get work done. With Checkbox, spend less time on manual, administrative work, and more time being the legal function that partners and grows together with the business.

Loved by legal and the business for our ease of use, features, and support, companies like Allianz, Coca-Cola Europacific Partners, BMW and Xero transform their legal services with Checkbox.

What features set Checkbox apart?

Checkbox stands out as a comprehensive legal intake and matter management platform tailored for modern legal teams. Our platform acts as a legal front door, streamlining the intake process and ensuring that requests are properly tracked and managed. Key features include seamless channel sync across Slack, Teams, and email, allowing your team to stay connected and informed without switching platforms.

With AI-powered capabilities, Checkbox automates routine tasks and extracts key information, enhancing efficiency. Additionally, our advanced and customizable reporting features provide legal operations and GCs with the insights needed to optimize performance and demonstrate the value of the legal department.

Do you have templates so we do not have to start from scratch?

Yes, Checkbox has a range of templates for common use-cases across intake & matter management, workflow automation, self-service tools and AI chatbot which you can get access to. Leverage ready-to-use solutions, reporting and more so you can view industry standard processes and implement faster. Explore our available solution templates.

How do I know what the right method for my team is?

Choosing the right tool for your legal team depends on your specific needs and goals. If your team is struggling with manual tracking in spreadsheets, a dedicated matter management platform like Checkbox offers a streamlined, centralized solution designed specifically for legal operations. Unlike general project management tools, Checkbox integrates seamlessly with your existing communication channels, automates repetitive tasks, and provides customizable reporting tailored to legal workflows. For teams looking to move beyond the limitations of spreadsheets and generic tools, Checkbox delivers a purpose-built platform that enhances efficiency, visibility, and collaboration within legal departments.

Can Checkbox integrate with our existing systems or database?

Yes, solutions built on Checkbox can be integrated with any other system that has available REST APIs. Integrations within Checkbox applications typically streamline the flow of data and trigger events across your existing systems and workflow. You can pull data and documents from other systems into Checkbox and conversely push data and documents into other systems automatically.

Key integrations with Checkbox include email, Slack, Microsoft Teams, Sharepoint, Salesforce, Google Suite, Hubspot, Salesforce, DocuSign, AdobeSign and more.