Legal Process Automation

Where do your legal team's hours actually go?

Most legal teams are guessing. Checkbox shows you where the hours actually land, then automates the work consuming the most capacity.

Where your team's hours actually go
Sample · in-house legal
Vendor risk reviews
28%
2,100 reqs/yr 75% automatable 420 hrs recoverable
Contract requests
22%
NDA requests
16%
Marketing approvals
12%
Privacy / DSARs
10%
Employment
7%
Board & other
5%
Trusted by the legal teams running on Checkbox.
Without automation

Your team isn't slow. They're doing the same thing 100 times

Every week, in-house legal teams repeat the same processes: NDAs reviewed line-by-line, vendor risk assessments retyped into spreadsheets, marketing approvals chased over email, employment queries answered from memory.

It's not the volume that's burning out your lawyers. It's the repetition. Manual triage. Manual logic. Manual handoffs. Manual reporting. The same work, over and over, by people who'd rather be doing the strategic part.

  • Senior counsel spend hours each week on form-fillable requests
  • Each lawyer handles the same matter type differently, with no consistency
  • Business teams wait days for answers they could self-serve in minutes
  • No audit trail of who decided what, when, or why
Today, in your inbox
DR
David Roberts · Sales
"Need an NDA for a customer call tomorrow"
NDA · #47
JW
Jonathan Wales · Procurement
"Vendor risk review for new SaaS tool"
Vendor · #46
SH
Stephanie Heller · Marketing
"Quick review of this landing page copy?"
Marketing · #45
KD
Katherine Durn · HR
"Policy question about contractor classification"
Employment · #44
EJ
Elizabeth Jard · Sales
"Standard NDA for new prospect"
NDA · #43
10+ hrs/week
per lawyer, on requests that could automate
10+ hrs/week
reclaimed with Checkbox
With Checkbox automation

Repeatable work, repeatably handled

Checkbox is the no-code platform legal uses to turn manual processes into automated workflows, without IT tickets, custom code, or a six-month implementation.

Built by legal, not IT

Drag-and-drop workflow builder maps your processes the way your team already thinks about them. Linear, parallel, conditional, looping. No code required.

Simple workflows like NDA automation can be built in 15 minutes.

AI-powered logic

Built-in AI classifies requests, extracts key fields, scores risk, drafts responses, and decides what to do next. Your workflows make smart calls, not just rote ones.

Up to 82% of routine requests resolved without lawyer involvement.

Connected to your stack

Native integrations with Slack, Teams, email, Salesforce, Jira, your CLM, DMS, and SSO, so workflows fire across your business without forcing anyone to switch tools.

Plays nicely with your existing systems. No rip-and-replace.
Built for in-house legal

The processes your team will automate first

Every in-house legal team has the same repeatable workloads. Here's where Checkbox customers see ROI in the first 90 days.

~80% deflect
Contracts intake

NDA automation

Self-serve NDA generation with risk-based routing. Standard NDAs auto-generated in seconds. Edge cases routed to counsel with the context already attached.

Mutual NDAOne-way NDACounterparty paper
~65% deflect
Procurement & risk

Vendor risk reviews

Structured intake form scores risk automatically. Low-risk vendors approved instantly. High-risk vendors routed to privacy, security, and legal in parallel.

SaaSData processorsSuppliers
~70% deflect
Marketing & brand

Marketing & ad reviews

Automated copy and claims review against your playbook. Pre-approved content flows straight through. Anything novel routes to legal with version history attached.

Ad copyLanding pagesClaims
~85% deflect
Employment & HR

HR & employment queries

Common HR-legal questions answered instantly from your policy library. Sensitive matters get the right confidentiality, the right reviewer, and the right escalation.

PolicyER adviceContractor status
~75% deflect
Privacy & compliance

DSAR & privacy requests

Catch DSARs at intake, route them through structured workflows, and meet regulatory deadlines automatically, with a complete audit trail from request to closure.

DSARGDPRDPIA
~60% deflect
Commercial & sales

Deal desk approvals

Sales gets fast, structured legal support inside their workflow. Routine deals fly through. Non-standard terms route up with full deal context already captured.

MSASOWRedlines
How automation works

From manual process to live workflow, in four steps

Designed so legal teams can own automation end-to-end. No engineering required.

1

Map

Sketch the process the way your team already thinks about it.

2

Build

Drop in triggers, AI steps, decisions, and actions.

3

Connect

Wire into Slack, email, Salesforce, your CLM and DMS.

4

Measure

Volume, cycle time, deflection. Visible from day one.

The workflow builder

Automation legal can actually own

A canvas your team can read. A block library they can use. AI baked in where it earns its keep. The end result: workflows that ship in weeks and adapt as fast as your business changes.

  • Visual canvas, no code

    Drag-and-drop triggers, decisions, AI steps, and actions. Linear, parallel, and conditional logic, modeled the way your team already maps a process.

  • AI steps as native blocks

    Classify a request, extract fields from a document, draft a response, score risk, summarize a thread. Every AI capability is a workflow block you drop in.

  • Pre-built integrations

    Native blocks for Slack, Teams, email, Salesforce, Jira, DocuSign, leading CLMs and DMSs, plus webhooks for everything else.

  • Reporting built in

    Every workflow run is logged with full context. Cycle time, deflection rate, volume by matter type, and workload by assignee, all surfaced in dashboards your GC can take to the board.

Workflows / Vendor risk review / v2.4
Test run Publish
Triggers
Inbound email
Form submitted
Slack message
AI Steps
Classify request
Extract fields
Score risk
Actions
Generate doc
Assign reviewer
Send email
Trigger
Vendor intake form
AI step
Extract vendor fields
AI step
Score vendor risk
If low risk
Auto-approve
If high risk
Assign reviewer
Action
Notify in Slack
Outcome
Log & report
The story your GC takes to the board

"I want our General Counsel to be able to go to leadership and say:"

"Look at what legal achieved this year"

Request Volume
+40%
Turnaround Time
0.6 days
Requests Automated
82%
Risk Reduced
54%
There's a solution → See how the numbers add up in a 30-min demo.
Proof at enterprise scale

When the routine work runs itself

Used by 100+ enterprise legal teams including SAP, PepsiCo, Allianz, BMW, Xero, Hitachi, and multiple Fortune 500 companies.

JM
"Tech implementations often fall short of expectations, but Checkbox really surprised us and exceeded our expectations. Usually, you're relying on IT and it would be a multi-year initiative to stand up something as robust as the legal front door, but with Checkbox, we were able to do it in just months with minimal IT support."
Jeannine Moran · Director of Legal Operations · Hitachi
Ready to give your team their time back?

The repeatable work, automated. The strategic work, yours

See your team's biggest repeatable process running as a Checkbox workflow in a 30-minute demo tailored to your stack.