The Legal Front Door

Too much work is reaching legal.

More steps won't fix it. Better triage will. Checkbox catches, classifies, and routes every legal request before it lands on your team's plate.

The triage flow
Self-service Solve it yourself
Automation Handled automatically
Legal review Only what needs you
Trusted by leading legal teams.
Without triage

Every legal request becomes someone's work.

Requests pour in through email, Slack, Teams, intake forms, shared inboxes, and "got a sec?" hallway conversations. Nothing is structured. Nothing is prioritized. Everything lands on a lawyer.

The result: senior counsel buried in low-value triage, business teams frustrated waiting for answers, and no visibility into what legal is actually doing.

  • Lawyers spend hours triaging requests that could self-serve
  • Requests get lost across channels. No single source of truth
  • Urgent matters sit in queues behind routine asks
  • GCs have no data to show the board what legal handles
Without triage
Every channel → one overwhelmed team.
With Checkbox triage

Three paths. Every request handled.

Checkbox classifies every incoming request and routes it down the most efficient path, so your lawyers only see the work that actually needs them.

Self-service

Common questions like NDA requests, policy lookups, and template downloads get answered instantly through a guided portal. No lawyer needed.

Resolved instantly, without ever reaching a lawyer's inbox.

Automation

Standard workflows like vendor risk reviews, contract intake, and approval chains execute automatically with rules, AI classification, and integrations to your existing stack.

Same-day turnaround on routine matters, with full audit trail.

Legal review

Only the matters that genuinely require legal judgment reach your team, pre-classified, fully contextualized, and routed to the right lawyer with the right priority.

Lawyers focus on strategic work, not FAQ triage.
Every request type

From NDAs to investigations, triaged at the door.

Checkbox handles every category of legal request your team sees today, and the new ones tomorrow.

Contracts intake

NDAs, MSAs & vendor agreements

Route contract requests to self-service templates, automated review, or your CLM, without lawyers playing traffic cop.

NDAMSASOWDPA
Privacy & compliance

Data, GDPR & vendor risk

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

DSARVendor riskDPIA
Employment & HR legal

Policy, advice & investigations

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

ER adviceInvestigationsPolicy
Commercial & sales

Deal desk & sales support

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

Deal reviewRedlinesApprovals
Disputes & litigation

Claims, subpoenas & holds

Time-sensitive matters get prioritized automatically and routed to the right counsel, never lost in an inbox.

ClaimsSubpoenasLegal holds
Marketing & brand

Reviews, IP & trademarks

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

Ad copyTrademarksClaims review
How it works

From scattered request to resolved matter, in four steps.

Checkbox sits in front of your legal team, catching every request and deciding what to do with it.

1

Capture everywhere

Requests come in through email, Slack, Teams, intake forms, or your 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, turning raw inbound into structured data.

3

Route to the right path

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

4

Track & report

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

The Legal Service Hub

One platform. Every channel. Total visibility.

Checkbox meets the business where they already are, across email, Slack, Teams, Jira, Salesforce, and forms, and centralizes every request into a single source of truth.

  • Channel sync across the stack

    Capture requests from Slack, Teams, email, Jira, Salesforce, and embedded forms, without forcing anyone to change how they work.

  • AI triage & auto-classification

    AI reads each request, categorizes the matter type, extracts key fields, and routes it based on expertise, capacity, and business unit.

  • No-code workflow builder

    Drag-and-drop interface to map linear, parallel, and trigger-based workflows, built by legal, no IT tickets required.

  • Reporting GCs can take to the board

    Cycle time, workload distribution, deflection rates, matter volume. Ready-built dashboards plus custom reports for legal's biggest moments.

Boards Reporting
Ben Doherty

Matters assigned to me

Subject
Requester
Request Type
Due Date
Status
Created On
Time Taken
Marketing review…
DR David Roberts
Marketing Review
13 Jan 2024
Approved
9 Jan 2024
1 Day 6 Hours
Vendor onboardin…
JW Jonathan Wales
Contract Review
14 Jan 2024
In Progress
5 Jan 2024
5 Days 8 Hours
Due diligence nee…
SH Stephanie Heller
Legal Advice
14 Jan 2024
In Progress
3 Jan 2024
7 Days 2 Hours
Equity review nee…
KD Katherine Durn
Legal Advice
16 Dec 2023
In Progress
30 Dec 2023
11 Days 4 Hours
IP trademark clear…
EJ Elizabeth Jard
Intellectual Property
17 Jan 2024
Executed
6 Jan 2024
4 Days 6 Hours
Hi, I need a sales c…
MP Mark Porter
Contract Review
20 Jan 2024
Executed
10 Jan 2024
9 Hours
Need help with NDA
JM Jennifer Miller
Contract Review
-
In Review
10 Jan 2024
2 Hours
Details Files
Proof

Real impact at enterprise 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 at Hitachi
52
days for Altria to build a live AI legal front door
80-90%
adoption rate achieved by Altria's legal team
100+
enterprise legal teams running on Checkbox
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 fix legal intake?

Stop letting every request become your work.

See how Checkbox triages and routes legal requests before they reach your team.

Have questions first? Talk to our team