Matter Management

Every matter. One source of truth

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.

2 approvals pending
AI-triaged · Commercial

Matters created from anywhere

# Slack Email T Teams Salesforce Jira Forms
MATTER · M-2026-0481
In Progress

Vendor MSA · Acme Logistics

Commercial · Created from Slack · 18 May 2026

Assignee PR Priya Rao
Requester L. Patel · Procurement
Matter type MSA · Vendor
Business unit APAC Ops
Workflow progress 62%
Detail
Linked inbox
Docs
Activity
Trusted by leading legal teams.
The Problem

When legal lives in inboxes, the business pays for it

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.

01
Disconnected tools. Work scattered across emails, spreadsheets, and shared drives means delays, duplication, and missed obligations.
02
No single source of truth. Matters get tracked different ways, files go missing, and handoffs between legal and the business become risky.
03
Limited visibility. Without real-time reporting, legal leaders can't track progress, capacity, or response times, and can't demonstrate value to the business.
"Can you give me a status update by EOD?"
"Wait, who owns this NDA?"
Sarah · Sales RE: RE: RE: Urgent: Acme MSA needs review TODAY !! 11:42
Procurement Quick legal q on the new vendor terms? 10:58
Marketing Trademark check for "Project Falcon" launch 10:14
HR · Confidential Re: Employee matter: need advice before 4pm 09:33
CFO Board prep: pull every active matter by Friday 08:50
Customer Success Customer DPA redlines attached, see thread 08:21
External counsel Invoice #4271 (patent matter) Yesterday
Slack notification @legal hey is this contract OK to send? Yesterday
From intake to reporting

Manage all legal work, end-to-end, in one platform

Every matter follows the same five-step flow. Captured wherever the business works, and tracked all the way to the board pack.

Step 01

Intake & centralize

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-channel
Step 02

Triage & assign

AI 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-powered
Step 03

Track & progress

Track 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-time
Step 04

Collaborate

Build a bridge between legal and the business. Shared documents, conversations, and emails sit inside the matter, not in someone's inbox.

Connected
Step 05

Report

Track, monitor, and share insights with leadership about workload, cycle time, matter volume, and team output, using built-in dashboards and templates.

Board-ready
Features for control and scalability

Built for how legal actually works, not how a ticket system thinks legal works

Custom statuses. Linked inboxes. Configurable views. Real legal workflows, mapped without a single line of code.

Dashboards & analytics built for legal

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.

Active matters
347
↑ 12% vs last month
Avg cycle time
4.2d
↓ 38% vs last quarter
Matter volume by week

Custom statuses, fields & boards

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.

Linked inboxes

Connect your team's inboxes directly to Checkbox. Search, retrieve, and organise email and document threads inside the matter, not in someone's Outlook.

Configurable views

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.

No-code process mapping

Design and automate any legal process with drag-and-drop tools. Linear, parallel, or trigger-based workflows that mirror how real legal procedures run.

Shared databases

Keep inputs consistent across the team with shared data sources (counterparties, clauses, business units) that any workflow can pull from in real time.

See it in action

One matter. Three views. Whatever your team needs

Board, table, or full matter detail with linked inbox, documents, and activity. Switch views without switching tools.

Inbox Matters Reports Workflows
PR Priya R.
New8
NDA
Mutual NDA · Stripe
SM Day 1
DSAR
EU customer data request
JL Day 1
Deal
Acme enterprise deal redlines
PR Day 1
In progress14
MSA
Vendor MSA · Acme Logistics
PR Day 3 of 5
HR-Legal
Internal investigation advice
DK Day 2
Dispute
Supplier claim · Northwind
MT Day 8
Awaiting input6
DPA
DPA · Customer redlines
SM Sales
Vendor risk
SaaS vendor risk review
JL Procurement
Closed42
NDA
NDA · Salesforce partnership
PR 4 days
SOW
SOW · Implementation partner
DK 2 days

All matters

Matter
Type
Assignee
Status
Last activity
Source
Vendor MSA · Acme Logistics
Commercial
PR Priya R.
In Progress
2h ago
Slack
Supplier claim · Northwind
Dispute
MT Maya T.
Awaiting input
Today
Email
EU customer DSAR
Privacy
JL Jordan L.
In Progress
Yesterday
Form
Mutual NDA · Stripe
NDA
SM Sam M.
Approved
2 days ago
Self-serve
Internal investigation advice
HR-Legal
DK Dana K.
In Progress
1h ago
Teams
SaaS vendor risk review
Privacy
JL Jordan L.
Awaiting input
3 days ago
Jira
Acme enterprise deal redlines
Commercial
PR Priya R.
Executed
5 days ago
Salesforce
Vendor MSA · Acme Logistics
M-2026-0481 · Commercial · Created from Slack · 18 May 2026
Activity Linked inbox Documents Approvals
Priya Rao approved the redlined terms and moved the matter to "Awaiting signature".
2h ago
Acme Logistics – MSA v3 (redlined).docx uploaded by external counsel.
5h ago
AI auto-classified this matter as MSA · Vendor and pre-filled 6 fields from the original Slack thread.
Yesterday
Procurement commented: "Need this signed before Friday's vendor onboarding."
2 days ago
Matter auto-routed to Priya Rao based on workload and commercial expertise.
3 days ago
At a glance
StatusIn Progress
StageAwaiting signature
Matter typeMSA · Vendor
Business unitAPAC Ops
Linked items
Documents4 files
Emails12 threads
Approvals2 of 3 done
Tasks5 active
People
AssigneePriya R.
RequesterL. Patel (Procurement)
WatchingCommercial team
Built for legal · not borrowed from IT

Spreadsheets and ticketing systems weren't built for legal

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.

Spreadsheets & ticketing

What most teams have today

A tracker tab, a shared inbox, and a tool the IT team picked.

  • Status is whatever someone typed in last Friday.
  • No way to capture intake from where the business actually works.
  • Documents and emails live in five different tools.
  • Confidential HR-legal matters? Pray nobody opens the wrong tab.
  • Reporting takes half a day of copy-paste before any board meeting.
  • Any change needs an IT ticket and a sprint of someone else's roadmap.
Checkbox Matter Management

What you get instead

A Legal Service Hub designed for in-house teams, by people who built it with them.

  • Status, owner, and stage update in real time as work happens.
  • Intake captured from email, Slack, Teams, Jira, Salesforce, and forms.
  • Linked inboxes, documents, approvals, and conversations on every matter.
  • Role-based access keeps sensitive matters limited to the right people.
  • Real-time dashboards and customizable reports. Board pack in one click.
  • No-code. Your legal ops lead changes a workflow without filing a ticket.
Every kind of legal work

From NDAs to investigations, one Legal Service Hub handles it all

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.

NDAs & MSAs

Self-service templates for low-risk, structured review for the rest. Drafted, approved, and signed without leaving the system.

Contract approvals

Sales contracts, vendor MSAs, deal redlines. Captured from Salesforce, routed to the right approver, executed and tracked.

Privacy & DSARs

Statutory clocks tracked automatically. Reviewer trail captured. Audit-ready evidence, every time.

Trademark clearance

IP queries triaged, cleared, and logged with a clear paper trail from request to outcome.

HR-Legal matters

Confidential by default. Limited audience, role-based access, full audit trail.

Marketing material review

Ad copy, claims, and creative reviewed on-channel. Version history kept on every approval.

Conflicts of interest

Structured intake, automated risk assessment, and a documented decision. Every single time.

Gifts & entertainment

Static policy becomes an AI legal assistant that answers in Slack, captures the register, and flags what needs review.

NDAs & MSAs

Self-service templates for low-risk, structured review for the rest. Drafted, approved, and signed without leaving the system.

Contract approvals

Sales contracts, vendor MSAs, deal redlines. Captured from Salesforce, routed to the right approver, executed and tracked.

Privacy & DSARs

Statutory clocks tracked automatically. Reviewer trail captured. Audit-ready evidence, every time.

Trademark clearance

IP queries triaged, cleared, and logged with a clear paper trail from request to outcome.

HR-Legal matters

Confidential by default. Limited audience, role-based access, full audit trail.

Marketing material review

Ad copy, claims, and creative reviewed on-channel. Version history kept on every approval.

Conflicts of interest

Structured intake, automated risk assessment, and a documented decision. Every single time.

Gifts & entertainment

Static policy becomes an AI legal assistant that answers in Slack, captures the register, and flags what needs review.

Hover to pause
"

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.

JM
Jeannine Moran Director of Legal Operations · Hitachi Digital · 60+ lawyers · 16,000+ employees
80%
reduction in matter volume hitting the legal team
Woolworths Group
40+
countries running on a single legal front door
Hitachi Digital
30+ min
saved per lawyer, per day, on spend approvals alone
SAP

To view other case studies, see how leading legal teams scale with Checkbox.

Connected

Checkbox is the source of truth. Your tools keep doing what they do best

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.

Slack · Teams · Email Salesforce Ironclad · Ivo SharePoint · Google Drive · Box DocuSign · Conga Brightflag Jira · Monday + anything else you use
Frequently asked

The questions every legal ops leader asks first

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 →
Matter management software centralizes every matter, document, and communication in one place. It makes it easier for in-house legal to stay organized, move faster, and demonstrate the impact the team is making to the business. Checkbox combines matter management with multi-channel intake, AI triage, no-code workflow, and reporting. We call it the Legal Service Hub.
Unlike spreadsheets, email, or generic ticketing tools, Checkbox is purpose-built for legal: structured matter records, role-based confidentiality for sensitive work, configurable workflows, linked inboxes, and reporting built around legal KPIs. Faster, cleaner, more consistent, and designed for the way in-house teams actually operate.
Checkbox connects natively to Outlook, Gmail, Slack, Teams, Salesforce, Ironclad, Ivo, SharePoint, Google Drive, Box, DocuSign, Conga, Brightflag, Jira, Monday, and just about any other tool your team uses. You can handle intake and matter management without switching between platforms, with everything kept in sync.
Both. Checkbox is built for growing in-house legal teams, from SMBs scaling fast to global enterprises like SAP (400+ lawyers, 100,000+ employees) and Hitachi Digital (60+ lawyers, 40+ countries). It's flexible enough to handle complex enterprise needs and simple enough to roll out in a smaller team.
Yes. Statuses, fields, boards, intake forms, workflows, and approval steps are all configurable with drag-and-drop tools. No coding or IT support required. Your legal ops lead can stand up new matter types, change escalation rules, or update a workflow without filing a ticket.
Yes. Checkbox is fully compliant with GDPR, SOC 2, ISO 27001, and other major standards. Your data is protected with enterprise-grade security, role-based access controls, and a complete audit trail every step of the way.
Get started

Stop chasing matters. Start running legal

See how Checkbox brings every matter, every channel, and every report into one Legal Service Hub. 30-minute demo, tailored to your matter types.