.svg)
Faculty, researchers, procurement, IT, HR, student services, external partners. They all need legal. Every one of them sends their request through whichever channel is fastest for them. None of them follow an intake process. That's where the day goes.
Move-in. Grant cycles. Conduct season. Commencement. Athletics. Site visits. Each peak is predictable and each one arrives without a system to absorb it. Hiring more attorneys doesn't solve a seasonal volume problem. Structure does.
Without structured intake, all of them end up with legal anyway. Structure changes the ratio.
Illustrative volumes and ratios based on Checkbox-enabled routing. Actual percentages vary by institution.
Not generic categories. The specific shape each one takes on a real campus, and what changes when it has a system around it.
Complaint arrives by phone or email. Coordinator emails counsel. Framework version tracked in someone's head. Cross-office handoffs live in threads.
Structured intake captures the framework on the first touch. AI triage routes to coordinator and counsel together. Every cross-office step on the record with full audit trail.
PI emails legal direct, often Friday afternoon. Counsel hunts for the right template. Sponsored Programs finds out after the fact, if at all.
PI submits through Outlook or Teams. AI classifies as NDA / MTA / SRA and pulls the right template. Standard NDAs return via self-service; complex ones route to counsel with Sponsored Programs in the loop.
Procurement Slacks legal with a vendor URL. Counsel reviews the same boilerplate clauses for the third year running. Prior reviews lost in a folder nobody can search.
Smart intake form captures data flow and student-record exposure up front. AI assistant answers the routine policy questions. Only novel data flows route to senior counsel.
A conduct case forwarded to legal via the conduct officer's personal email. Privilege questions raised after the fact. No standard handoff record.
Conduct office submits via a dedicated intake. Matter created with the right access controls from the start. Counsel's opinion captured against the matter, retrievable years later.
A draft policy circulates by email. Six reviewers, three rounds, no version history anyone trusts. Counsel's memo lands as a PDF nobody can find a year later.
Rules-based approval workflow with sequential and parallel reviewers. Document versions tracked automatically. The opinion lives against the matter, not in someone's inbox.
"How many matters did legal handle last quarter?" reconstructed from inbox searches and folder counts. Two senior counsel hours per cycle. Approximations, not numbers.
Live dashboards segment by office, matter type, turnaround, and workload. Board pack export ready when the audit chair asks. The answer is on a screen, not a memory.
Faculty get a form. Legal ops get a builder. The GC gets a dashboard. Same platform underneath.
Universities are not greenfield. You have an SIS, sometimes a CLM, a Title IX platform, an ERP. Checkbox isn't a replacement for any of them. It's the legal front door that sits in front, classifies the work, and routes it where it belongs.
Enterprise SSO and standard APIs. For OGCs without one of these systems, Checkbox covers the gap directly.
The questions the President, CFO, CIO, and audit chair will ask. Structured to be forwarded.
30 minutes. We'll map your campus's legal request flow and show you what each one looks like on the other side of a front door.
30 minutes. We'll map your campus's legal request flow and show you what each one looks like on the other side of a front door.