NDA Self‑Service

Too many NDAs are reaching your lawyers

Reviewing each one won't scale. Checkbox lets the business self‑serve the standard NDAs and sends only the exceptions to you.

See how it works

Trusted by leading in‑house legal teams.

Without automation

Every NDA still becomes a lawyer's job

They arrive as a Slack ping, a forwarded email, a "got a sec?" Routine or not, they all land on legal, and the standard volume buries the work that needs real judgement.

Lawyers spend hours on NDAs that could self‑serve
Requests scatter across channels, with no single queue
Urgent, deal‑blocking NDAs are buried behind routine ones
No data on how many NDAs legal handles, or how fast

Every channel, one overwhelmed team, and no view of what's urgent.

With Checkbox

Three paths. Every NDA handled

Checkbox checks every NDA against your playbook and routes it down the fastest path that still respects your rules, so lawyers only see the ones that need them.

Self‑service

The business answers a short guided form and gets the right standard NDA instantly, through a portal. No lawyer needed.

Resolved without reaching an inbox.

Automated

Standard terms generate on your approved template, route for e‑signature, and file themselves, with rules and integrations to your stack.

Same‑day turnaround, full audit trail.

Legal review

Counterparty paper and off‑playbook terms reach the right lawyer, pre‑checked and contextualized, with the deviations already flagged.

Only what needs your judgement.
How it works

From request to signed, in four steps

1

Capture

NDAs come in from email, Slack, Teams, or a form, into one queue.

2

Check the playbook

Checkbox reads the terms and checks them against your approved templates.

3

Resolve or route

Standard NDAs self‑serve. Off‑playbook terms go to a lawyer.

4

Track & file

Signed, filed as a matter, and visible to legal and leadership.

The Legal Service Hub

One place for every NDA. Total visibility

Every NDA, self‑served or reviewed, lands in one place. Legal sees the queue. Leadership sees the numbers.

Channel sync across the stack

Capture NDA requests from Slack, Teams, email, and forms, without changing how people work.

Checked against your playbook

Every NDA is matched to your approved templates and clause positions automatically.

Reporting GCs can take to the board

Volume, turnaround, and self‑serve rate, in ready‑built dashboards.

Proof

What changed when Xero automated NDAs

Xero automated NDA generation end to end with Checkbox, freeing legal from repetitive review.

250+
NDAs generated through self‑serve automation
Anyone
in the business can create an NDA, no lawyer needed
End‑to‑end
from intake to e‑signature, automated
GP

“They hit the right balance between functionality and user friendliness.”

Georgia Petry · Legal Counsel · Xero

Stop reviewing the same NDA over and over

See how Checkbox generates standard NDAs and routes the exceptions to you, before they reach your team.

See how it works