The Legal Front Door

Too much repetitive work is reaching legal.
Triage will fix it

The same NDA, the same vendor question, the same policy lookup, asked a hundred different ways. Checkbox catches every legal request, classifies it in seconds, and routes it down the right path before it lands on your team's plate.

See how it works
Repetitive requests
# Slack DM
"DPA review?"
Vendor contract
Policy question
47 waiting
AI triage
Resolved
Self serve 60 of 100
Automation 28 of 100
Legal review 12 of 100
Trusted by leading legal teams.
PepsiCo Deloitte BMW Hitachi Allianz Xero
What "repetitive" actually means

It is not one type of work. It is four

"Repetitive requests" sounds like a single category. It is not. It is four different problems stacked on top of each other, each generating its own version of the same inbox.

The same question, asked 200 times a year.
200 + per year +
"Can I sign this NDA?" "Do we need a DPA?" "Is this clause standard?" Each one feels like a one off to the person asking. To legal it is the 47th time this month.
The same triage decision, 50 times a day.
50 + per day +
Read the email. Classify the request. Pick the template. Find the owner. Assign the priority. Nothing creative happens here. The team does it anyway, every time.
The same templates, rebuilt from scratch.
Every week +
Last quarter's standard NDA exists somewhere. So does the vendor risk questionnaire. Nobody can find them, so the team writes them again. Institutional memory lives in someone's drafts folder.
The same status update, a dozen times a week.
12 + per week +
"Where is my request?" "Did you see my email?" "When will this be ready?" Every interruption is itself a request that takes legal's time.
How Checkbox handles the volume

Three paths. Only what needs a lawyer reaches one

Checkbox classifies every incoming request and routes it down the most efficient path. The routine resolves itself. The team only sees the requests that actually need legal judgement.

Path 01 · Self serve

Solve it yourself

Common questions like NDA requests, policy lookups, and template downloads get answered instantly through a guided portal and an AI legal assistant trained on your team's approved sources. No lawyer needed.

Resolved instantly. Without ever reaching a lawyer's inbox.
Path 02 · Automation

Handled automatically

Standard workflows like vendor risk reviews, contract intake, and approval chains execute automatically with rules, AI classification, and integrations to your existing stack. Configured by legal ops, not IT.

Same day turnaround on routine matters, with full audit trail.
Path 03 · Legal review

Only what needs you

Only the matters that genuinely require legal judgement reach your team. Pre classified, fully contextualised, and routed to the right lawyer with the right priority. The rest is already handled.

Lawyers focus on strategic work. Not FAQ triage.
The math of triage

For every 100 requests, only a handful need a lawyer

A typical deflection profile after Checkbox is live. Most requests resolve before they ever reach a lawyer's inbox. Only the matters that genuinely need human judgement make it to the legal queue.

100
requests this week
60 Self serve
Resolved by the AI legal assistant or a guided template. No lawyer involved.
28 Automation
Routed through a structured workflow built by legal ops. Audit trail captured automatically.
12 Legal review
Pre classified and fully contextualised when it reaches a lawyer. The work that actually needs judgement.
How it works

From scattered request to resolved matter, in four steps

Checkbox sits in front of your legal team. It catches every request, decides what to do with it, and keeps the record of every step.

1

Capture everywhere

Requests come in through email, Slack, Microsoft Teams, intake forms, or the legal portal. Checkbox catches them all in one structured queue.

2

Classify with AI

AI reads the request, tags the matter type, extracts key fields, and assesses urgency. Raw inbound becomes structured data.

3

Route to the right path

Self serve, automation, or human review. Checkbox sends each request to the path that resolves it fastest.

4

Track and report

Every matter is logged, measured, and visible. GCs get dashboards. Business teams get status. The board gets data.

The AI inside Checkbox

From a vague request to a structured matter, in seconds

An example of what happens between Step 1 and Step 3. The AI reads the request, extracts the fields a paralegal would extract, and decides where to send it. The triage that used to consume a paralegal's morning runs in seconds.

Raw inbound

Email from Sales

"Hey, quick one. Our team is partnering with a vendor on a joint webinar and they sent over an NDA. Can someone take a look before Friday? Pretty standard I think."
Checkbox AI

Reads. Classifies. Extracts.

Type Mutual NDA, inbound
Priority Standard
Owner Commercial Paralegal
Template Mutual NDA v4.2
Status Auto-routed
Routed

Into the right path, automatically

Automation path

Standard NDA workflow triggered. Template attached. Sales notified the request is in flight. SLA clock started. Paralegal sees a ready to review matter in the queue, not a vague email.

What gets triaged at the door

From NDAs to investigations, every request type your team sees

Six categories of legal work that in​house teams typically configure into self serve and automated workflow on Checkbox. The same six that fill the inbox today.

Contracts intake
NDAs, MSAs and vendor agreements

Route contract requests to self serve templates, automated review, or your CLM. Lawyers stop playing traffic cop.

NDA MSA SOW DPA
Privacy and compliance
Data, GDPR and vendor risk

Catch DSARs, vendor assessments, and privacy reviews at intake. Route them through structured workflows with full audit trails.

DSAR Vendor risk DPIA
Employment and HR legal
Policy, advice and investigations

Sensitive HR legal matters get the right confidentiality, the right reviewer, and the right escalation path from the start.

ER advice Investigations Policy
Commercial and sales
Deal desk and sales support

Sales teams get fast, structured legal support. Lawyers get clean intake instead of Slack DMs at 6pm.

Deal review Redlines Approvals
Disputes and litigation
Claims, subpoenas and holds

Time sensitive matters get prioritised automatically and routed to the right counsel. Never lost in an inbox.

Claims Subpoenas Legal holds
Marketing and brand
Reviews, IP and trademarks

Marketing teams self serve where they can and get fast legal review where they must. With full version history.

Ad copy Trademarks Claims review
What changes on Monday morning

Same volume of requests. Different morning

The repetitive work does not disappear. The way it lands changes. What the team sees at 9am goes from an inbox they have to sort, to a queue that is already sorted.

Five channels in
Email Slack Teams Forms Portal
→
One sorted queue out
Checkbox queue, triaged
Before Checkbox Inbox
Re: NDA for webinar partner?
Marketing
7:42
Vendor sent us a DPA, urgent
Procurement
8:01
Following up on the question I sent Friday
Sales
8:14
Quick question about the policy
HR
8:22
Re: Re: standard contract
Customer Success
8:31
Any update on my request?
Finance
8:47
43 unread. None categorised. None tracked. The day's plan, lost.
With Checkbox Queue
Resolved overnight
28
via self serve
In legal queue
11
already triaged
Mutual NDA, marketing Drafted auto
Vendor DPA, procurement In workflow step 3 / 6
Policy question, HR Resolved AI
Customer redline Needs review SLA 2d
Subpoena, finance Senior counsel SLA 5d
Real impact at enterprise scale

This isn't theory. It's already working at scale

Used by 100+ enterprise legal teams including SAP, PepsiCo, Allianz, Coca​Cola Europacific Partners, BMW, Xero, and multiple Fortune 500 companies.

83%

of routine legal and compliance requests automated

Hitachi
52

days to build a live AI legal front door

Altria
90%

peak adoption rate, sustained above 80%

Altria legal team
100+

enterprise legal teams running on Checkbox

SAP, PepsiCo, BMW, Allianz, Xero
"
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.
JM
Jeannine Moran
Director of Legal Operations, Hitachi
FAQ

The questions your stakeholders will raise

From the GC, the CIO, the privacy officer, and procurement. We go deeper on each of these on the call.

We already use email aliases and a shared inbox. Why isn't that enough? +
Shared inboxes capture the request. They do not classify it, route it, deflect the routine, track an SLA, or generate the reporting that earns the next budget. Most teams realise this when they try to answer "how many NDAs did we sign last quarter, by team, and how long did each take to turn around." That answer should not require a forensic email search.
How is this different from a help desk tool like Jira or ServiceNow? +
Generic ticketing tools were built for IT requests, not legal matters. They do not understand privilege, conflict of interest, contract redlining, or legal document generation. Checkbox is built for in​house legal from the ground up. The intake forms, taxonomy, AI triage, document generation, and reporting are all designed around the way legal teams actually work. Teams that try to bend Jira or ServiceNow to legal work usually move to Checkbox within a year.
We have a CLM. Where does Checkbox fit? +
Checkbox sits in front of your CLM as the front door for legal. It captures the request, classifies it, and only contracts that need full lifecycle treatment get routed through. Checkbox integrates with Ironclad so contract data flows cleanly between systems. The CLM remains the system of record for executed agreements. Checkbox is the layer that gets the right work to the right system in the first place.
How do you handle AI safety and data privacy? +
Checkbox's AI features run under a zero retention agreement with the model provider. Your data is not stored by the provider and is not used to train external models. The AI assistant answers from your approved sources, which means the answers reflect your team's positions and not whatever happens to be on the open internet. Full security documentation is available for your CIO and privacy officer to review.
Who builds and maintains the intake forms and workflows? +
Legal. Checkbox is no code. Your legal operations or paralegal team builds and updates forms, taxonomy, and routing directly, without filing an IT ticket. Most teams get their first intake live in weeks, with additional workflows configured in days afterward. The team that owns the work owns the tool.
Is this overkill for a small in​house team? +
It is the opposite. Lean legal teams carry the highest matter volume per attorney of any in​house environment. The front door is how a small team scales. AI handles the routine, structure handles the rest, and every hour saved on triage becomes capacity for matters that need real legal judgement. Teams of three see the value as quickly as teams of thirty.
How fast can we go live? +
Altria built a live AI legal front door on Checkbox in 52 days. Most teams have their first intake live within weeks, with additional workflows configured in days afterward because the legal ops team builds them directly. Speed to value is one of the reasons customers tell us Checkbox is different from the multi​year IT projects they have lived through before.
100 requests → 12 reach a lawyer

Stop letting every request become your work

See how Checkbox triages and routes legal requests before they reach your team. 30 minutes. Tailored to the requests your team actually receives.

See how it works