BUILT FOR IN-HOUSE LEGAL

In-house legal software, built for how legal actually works

Capture every legal request. Triage with AI. Automate the routine. Report on the impact. Checkbox is the operating system in-house legal teams use to move from reactive to in control.

Email
# Slack
Teams
Forms
CRM
Checkbox
Legal Front Door

Capture

Every channel, one structured queue

Triage

AI classifies, prioritizes, routes

Automate

No-code workflows for the routine

Report

Real-time dashboards and exports

Resolved
Automated
Routed
Trusted by leading legal teams.
The reality today

In-house legal wasn't built to scale this way.

Requests come from every direction. The intake forms collect dust, the Slack DMs pile up, the email threads multiply, and every senior lawyer ends up doing the same triage work over and over again.

The team is busier than ever. But nobody, including the GC, can answer simple questions: how much work came in this quarter? What did we do with it? What's still open?

  • Requests scattered across Slack, email, Teams, forms, and DMs
  • Senior counsel spending hours on triage that could self-serve
  • The same workflows run by hand, every time, with no audit trail
  • No way to show leadership what legal handled and what it cost
Legal's Inbox · Today Nothing labelled. Nothing tracked.
Slack DM "Hey can you take a quick look at this NDA?"
Email Sales: deal closing Friday, need redline urgently
Forwarded Vendor contract from procurement, no context
Teams chat Marketing: is this campaign claim ok to run?
Hallway "Got a sec? Quick question about the policy"
Email · DSAR Customer requesting their data, 30-day clock
The Checkbox platform

One platform for every legal request, from intake to insight.

Checkbox is the Legal Front Door for in-house teams: a single system that captures work where the business already is, triages it with AI, automates the parts that can run themselves, and reports on the impact in real time.

01

Capture everywhere

Catch every legal request the moment it happens, across email, Slack, Teams, Salesforce, Jira, and embedded intake forms. No more switching tools, no more lost threads.

EmailSlackTeamsSalesforceForms
02

Triage with AI

AI reads each request, classifies the matter type, extracts the key fields, and routes it to the right path: self-service, automated workflow, or the right lawyer with full context.

AI classificationAuto-routingSLA priority
03

Automate the routine

Build linear, parallel, and trigger-based workflows in a no-code drag-and-drop builder. Approvals, escalations, document generation, and external integrations, all without IT tickets.

No-code builderApprovalsIntegrations
04

Report on the impact

Real-time dashboards on matter volume, cycle time, SLA compliance, and team workload. Customize the view and share exportable reports with leadership when they ask what legal achieved.

Real-time dashboardsPrebuilt templatesAudit trail
Every category of legal work

From NDAs to investigations, every request handled the same way

Checkbox handles every type of work that lands on an in-house legal team's desk, and the new ones tomorrow.

Contracts intake

NDAs, MSAs & vendor agreements

Route contract requests to self-service templates, automated review, or your CLM. Checkbox is the front door, your CLM does the heavy lifting.

NDAMSASOWDPA
Privacy & compliance

Data, GDPR & vendor risk

Catch DSARs, vendor assessments, and privacy reviews at intake. Route them through structured workflows with a full audit trail.

DSARVendor riskDPIA
Employment & HR legal

Policy, advice & investigations

Sensitive HR-legal matters get the right confidentiality, the right reviewer, and the right escalation path from the start.

ER adviceInvestigationsPolicy
Commercial & sales

Deal desk & sales support

Sales gets fast, structured legal support. Lawyers get clean intake instead of Slack DMs at 6pm on a Friday.

Deal reviewRedlinesApprovals
Disputes & litigation

Claims, subpoenas & holds

Time-sensitive matters get prioritized automatically and routed to the right counsel, never lost in an inbox.

ClaimsSubpoenasLegal holds
Marketing & brand

Reviews, IP & trademarks

Marketing self-serves where it can and gets fast legal review where it must, with full version history.

Ad copyTrademarksClaims review
How it works

From scattered request to resolved matter, in four steps

Checkbox sits in front of your legal team, catching every request and deciding what to do with it.

1

Capture everywhere

Requests come in through email, Slack, Teams, intake forms, or Salesforce. Checkbox catches them all in one structured queue.

2

Classify with AI

AI reads each request, tags the matter type, extracts the key fields, and assesses urgency, turning raw inbound into structured data.

3

Route or automate

Self-service, automated workflow, or human review. Checkbox sends each request down the path that resolves it fastest.

4

Track & report

Every matter is logged with timestamps and owner. GCs get dashboards. Business teams get status. Leadership gets the data.

The product

A single source of truth for everything legal handles

Every matter, every requester, every status, every timestamp. Checkbox gives in-house legal one place to manage the work and the data to show what got done.

  • Multi-channel intake

    Capture requests from Slack, Teams, email, Jira, Salesforce, and embedded forms, without forcing the business to change how they work.

  • AI triage & classification

    AI reads each request, categorizes the matter type, extracts key fields, and routes it based on expertise, capacity, and business unit.

  • No-code workflow builder

    Drag-and-drop interface to map linear, parallel, and trigger-based workflows. Built by legal ops, not IT.

  • Reporting and dashboards

    Real-time dashboards on matter volume, cycle time, SLA compliance, and workload. Customize and export when leadership asks what legal achieved.

Boards Reporting
Ben Doherty

All matters · this quarter

Subject
Requester
Request Type
Due Date
Status
Time Taken
Marketing review…
DR David Roberts
Marketing Review
13 Jan
Approved
1d 6h
Vendor onboardin…
JW Jonathan Wales
Contract Review
14 Jan
In Progress
5d 8h
Due diligence nee…
SH Stephanie Heller
Legal Advice
14 Jan
In Progress
7d 2h
Equity review nee…
KD Katherine Durn
Legal Advice
16 Dec
In Progress
11d 4h
IP trademark clear…
EJ Elizabeth Jard
Intellectual Property
17 Jan
Executed
4d 6h
Need help with NDA
JM Jennifer Miller
Contract Review
-
In Review
2h
Real outcomes

In-house legal teams running on Checkbox

Published outcomes from customers who use Checkbox as the Legal Front Door for their in-house teams.

83%
of routine legal and compliance requests automated
Hitachi
2-3d
response time, down from 2 to 3 weeks
Coca-Cola Europacific Partners
80%
reduction in matter volume legal handles directly
Woolworths Group
30min/day
saved on spend approval workflows
SAP
JL
"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."
Jen Lenander · Senior Director & Legal Chief of Staff · Elastic

Sources: checkbox.ai/customers and the Checkbox Series A press release. Each figure is attributed to the customer that reported it. Update or replace as customer permissions change.

Ready to see it?

See Checkbox running on your stack

A live walkthrough of the Legal Front Door, tailored to the channels, workflows, and reports your team needs.

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