The tools you trust.
Now working as one.

NetDocuments sets the standard for how legal teams store, manage, and collaborate on documents. Checkbox adds the layer upstream: structured intake, matter management, and the operational visibility GCs and Legal Ops have been wanting.

See how it works
The opportunity

Great document management is just the beginning

You’ve used NetDocuments for years. You know what it does well. These are the questions that come up in the gaps, the ones every in‑house team has learned to work around. Checkbox closes those gaps.

“Did anyone open a matter for this, or am I doing it… again?”
“The requestor sent half the info. Do I chase them, or guess?”
“Where’s the latest version, the email thread or NetDocuments?”
“How many NDAs has the team actually done this quarter?”
The expert take

You’re not the problem. It’s a missing front door. That’s exactly what Checkbox solves.

One flow, from request to record

Every request lands at one door.
Watch where each one goes.

Pick a request and follow it end to end, from the moment it arrives to how it resolves. Some never need a lawyer. The ones that do become structured matters in NetDocuments.

Pick a request to follow ↓
Legal Front Door +3
Following this request
    38
    What legal teams can now do

    The outcome of running Checkbox with NetDocuments.

    Every request starts with context

    Complete information is captured up front, so your team gets exactly what they need to act, without the back‑and‑forth.

    New request
    From Marketing
    Type Contract review
    Channel Slack
    Just submitted
    Auto-captured
    Requester details Request type Business context Key dates Attachments
    Qualified & routed
    Assigned to
    SP Sarah Parker Senior Associate
    SLA: 2 days
    Ready to act
    Sarah receives
    Request details Attachments Key dates Business context

    Every matter creates its own workspace

    Matters, documents, and context are connected from day one. Every NetDocuments workspace is created automatically, structured correctly, and tied to the matter that opened it.

    nd
    Acme Corp
    0001234.00001 · General Counsel
    Documents Emails Details Permissions Workflow
    01 · Contracts Sarah Parker
    02 · Correspondence Sarah Parker
    03 · Work Product Sarah Parker
    04 · Regulatory Sarah Parker

    Every legal leader sees what's happening

    Real‑time visibility into workload, progress, and performance across the team. The data leadership needs to defend headcount, justify hiring, and spot bottlenecks before they become escalations.

    Legal Operations Dashboard This quarter
    Requests
    312
    ↑ 18% vs Apr
    Open matters
    128
    ↑ 12% vs Apr
    Avg cycle
    12.4d
    ↓ 8% vs Apr
    Overdue
    23
    ↑ 5% vs Apr
    Completed
    289
    ↑ 15% vs Apr
    Workload by team
    Corporate 42
    Commercial 38
    Employment 24
    IP & Tech 14
    Matters over time
    Request status
    New 42% In progress 35% Review 15% Completed 8%
    Better together
    NetDocuments and Checkbox are built for the same mission: empowering legal teams to do their best work. Together, we give legal departments the front door, the matter layer, and the visibility they need to operate with the same rigor and efficiency as any other part of the business.
    RP Reza Parsia VP Global Partnerships, NetDocuments
    FAQ

    Questions your IT and ND admin will ask

    We go into the full architecture on the call. These are the short answers.

    Does Checkbox replace NetDocuments? +
    No. NetDocuments stays as your system of record for matters, documents, version history, and retention. Checkbox sits in front of ND as the intake and workflow layer. The integration means every request that comes into legal opens a properly structured ND matter the moment it's submitted.
    How does the integration actually work? +
    Checkbox calls the official NetDocuments REST API. When a request is classified and routed, Checkbox creates the matter in ND, applies your folder template for that matter type, and assigns the security profile based on the requesting business unit. Documents generated in Checkbox land in the right ND folder. Status syncs back to Checkbox.
    Do we have to change our NetDocs taxonomy? +
    No. Checkbox maps to your existing client/matter codes, security profiles, and folder templates during onboarding. The configuration lives in Checkbox so your ND admin doesn't have to retool anything on the ND side.
    How is access control handled? +
    ND's access model is the source of truth. When Checkbox creates a matter, it applies the security profile you specify for that matter type. Ethical walls, restricted matters, and role‑based access continue to work exactly as they do today in ND.
    How long does it take to go live? +
    Most teams have the integration live within four weeks of kickoff. Implementation involves connecting the ND API, mapping matter types and folder templates, and configuring the first set of intake workflows. Additional workflows are added directly by your legal ops team, no IT ticket required.
    We're in a regulated industry. How does this affect our compliance posture? +
    It improves it. Today, requests that don't make it into ND have no audit trail and no record of who decided what. With the integration, every request opens a matter, every decision is logged, and the entire trail sits in NetDocuments where your retention policy applies. Full security documentation is available for your CIO and privacy officer.
    Is this an official partnership with NetDocuments? +
    Yes. Checkbox is part of the NetDocuments ndConnect partner program, which supports a connected ecosystem of legal technology built around the way legal teams work. The integration is officially supported and announced jointly by both companies.
    Which legal processes does this support? +
    The integration supports common legal processes including NDA generation and filing, contract request management, policy acknowledgements, matter‑related document creation, and self‑service legal solutions where final outputs need to be stored in a governed document repository. Custom workflows for your team's specific matter types are configured during onboarding.

    Ready to see it in action?

    See how Checkbox extends your NetDocuments setup with a Legal Front Door, matter context, self‑service deflection, and real‑time reporting. 30 minute demo, tailored to the matter types your team actually sees.

    Watch it again