Checkbox centralizes matters, documents, approvals, and conversations into a single Legal Service Hub. Connected to the AI Legal Front Door at the start, and to the dashboards your GC actually opens at the end.
Matters created from anywhere
Commercial · Created from Slack · 18 May 2026
As legal departments grow in size and complexity, work scatters across emails, spreadsheets, and shared drives. Matters stall. Handoffs break. Leadership asks how legal is performing, and the team spends a day pulling a number nobody fully trusts.
Checkbox replaces the patchwork with a single Legal Service Hub. One record per matter, every channel feeding in, every report flowing out.
Every matter follows the same five-step flow. Captured wherever the business works, and tracked all the way to the board pack.
Capture legal requests from email, Slack, Teams, Jira, Salesforce, and forms into a single matter management system. Meet the business where it already works.
Multi-channelAI auto-creates the matter, pre-fills metadata, and routes it based on matter type, lawyer expertise, capacity, and business unit. No manual data entry.
AI-poweredTrack statuses, tasks, key dates, and deadlines in real-time. See exactly what your team is working on across every matter, every business unit, every region.
Real-timeBuild a bridge between legal and the business. Shared documents, conversations, and emails sit inside the matter, not in someone's inbox.
ConnectedTrack, monitor, and share insights with leadership about workload, cycle time, matter volume, and team output, using built-in dashboards and templates.
Board-readyCustom statuses. Linked inboxes. Configurable views. Real legal workflows, mapped without a single line of code.
Track real-time performance with matter dashboards and metrics. Understand workload, measure legal impact, and pinpoint trends in matter volume, type, and status. Stay ahead of demand instead of reacting to it.
Organise, collaborate on, and track matters using statuses, fields, and boards that match how your team actually thinks. Not a vendor's idea of how you should.
Connect your team's inboxes directly to Checkbox. Search, retrieve, and organise email and document threads inside the matter, not in someone's Outlook.
Slice matters by category, priority, owner, business unit, or status. Every team member sees the cut that's relevant to them, without opening a new tool.
Design and automate any legal process with drag-and-drop tools. Linear, parallel, or trigger-based workflows that mirror how real legal procedures run.
Keep inputs consistent across the team with shared data sources (counterparties, clauses, business units) that any workflow can pull from in real time.
Board, table, or full matter detail with linked inbox, documents, and activity. Switch views without switching tools.
Most teams start in Excel. Some graduate to Jira. Neither was designed for the way legal actually works: confidential matters, business-stakeholder collaboration, structured outcomes, and reporting a GC can take to the board.
A tracker tab, a shared inbox, and a tool the IT team picked.
A Legal Service Hub designed for in-house teams, by people who built it with them.
Customize the statuses, fields, and boards for every matter type your team handles. No two flows are the same, and they don't need to be.
Self-service templates for low-risk, structured review for the rest. Drafted, approved, and signed without leaving the system.
Sales contracts, vendor MSAs, deal redlines. Captured from Salesforce, routed to the right approver, executed and tracked.
Statutory clocks tracked automatically. Reviewer trail captured. Audit-ready evidence, every time.
IP queries triaged, cleared, and logged with a clear paper trail from request to outcome.
Confidential by default. Limited audience, role-based access, full audit trail.
Ad copy, claims, and creative reviewed on-channel. Version history kept on every approval.
Structured intake, automated risk assessment, and a documented decision. Every single time.
Static policy becomes an AI legal assistant that answers in Slack, captures the register, and flags what needs review.
Self-service templates for low-risk, structured review for the rest. Drafted, approved, and signed without leaving the system.
Sales contracts, vendor MSAs, deal redlines. Captured from Salesforce, routed to the right approver, executed and tracked.
Statutory clocks tracked automatically. Reviewer trail captured. Audit-ready evidence, every time.
IP queries triaged, cleared, and logged with a clear paper trail from request to outcome.
Confidential by default. Limited audience, role-based access, full audit trail.
Ad copy, claims, and creative reviewed on-channel. Version history kept on every approval.
Structured intake, automated risk assessment, and a documented decision. Every single time.
Static policy becomes an AI legal assistant that answers in Slack, captures the register, and flags what needs review.
We built a single front door for Legal. Now 40+ countries can get help instantly. Checkbox allowed us to automate intake, triage, and document generation without relying on IT.
To view other case studies, see how leading legal teams scale with Checkbox.
Matters in Checkbox stay in sync with the tools the business already uses: communication, CRM, contracts, documents, eSignature, eBilling, and just about anything else. No re-keying. No swivel-chair.
If yours isn't here, the demo is the fastest way to a straight answer. We'll walk you through your team's matter types live.
Book a Demo →See how Checkbox brings every matter, every channel, and every report into one Legal Service Hub. 30-minute demo, tailored to your matter types.
A 30-minute walkthrough, tailored to your team's matter types.