Reporting & visibility for in-house legal

Show leadership what legal achieved this year

The reporting in-house legal teams need to prove impact, defend headcount, and walk into the boardroom with data, not anecdotes.

📌 "Q4 Board Review" · presented last Tuesday
Legal · Board Report

What legal achieved this year

Q4 · FY25
Request Volume
+40%
Turnaround Time
0.6days
Requests Automated
82%
Risk Reduced
54%
Requests handled · YoY FY25 FY24
Trusted by leading legal teams.
Without visibility

The legal team is the most active group no one can see

Your team is taking calls, reviewing contracts, advising the business, and managing risk every hour of every day. And yet when it's time to defend headcount or report up, the only data point is "we're busy."

Without a reporting layer, the GC has anecdotes. The CFO has questions. And the board has assumptions.

  • GCs can't show what their team actually handled this quarter
  • Headcount and budget asks rely on gut, not evidence
  • Legal looks like a cost center because it can't show its ROI
  • Quarterly board prep eats nights and weekends pulling data by hand
Slide 7 of 12 · Q4 Board Deck

Legal team: year in review

  • We were busy this quarter.no data
  • A lot of contracts came through.no data
  • We helped the business move faster.no data
  • Risk was managed.no data
  • The team needs more headcount.??
"Help me out. What specifically did your team handle this year?" Every CFO, every board meeting
When you can't measure it, you can't defend it.
There's a solution Make legal's impact impossible to ignore.
With Checkbox reporting

Real-time dashboards. Board-ready reports. Proven ROI

Checkbox turns every legal request, workflow, and outcome into structured data, and structured data into the visibility your GC needs to defend the team, justify investment, and earn the next budget cycle.

Real-time dashboards

See matter volume, cycle time, SLA compliance, and team workload in one live view. Dashboards update automatically as work progresses, so the picture is always current.

No more pulling reports from multiple tools at quarter-end.

Reporting for leadership

Customize and export reports on request volume, cycle times, workload, and outcomes. Every metric stays linked to the underlying matter, so the data is traceable end to end.

Demonstrate the value of legal with reports leadership actually understands.

Advocate with data

Use the data to identify bottlenecks, optimize workflows, and make the case for the headcount and budget your team needs. Shift legal from reactive cost center to proactive business enabler.

Lead with data, not anecdotes.
Every metric that matters

From request volume to risk reduced: measure what legal actually does

Six categories of legal performance, captured automatically, ready for the next exec review or quarterly business review.

Demand & volume

Request volume by team & type

Show exactly how much work is reaching legal, broken down by department, matter type, and channel, so you can plan capacity and prove demand.

+40% YoYBy BUBy channel
Speed & service

Turnaround & cycle time

Measure how fast your team responds and resolves matters. Benchmark against last quarter, set SLAs, and surface bottlenecks before they escalate.

Avg TATSLA adherenceP95 cycle time
Automation & deflection

Requests automated & self-served

Track what percentage of intake never touched a lawyer, and the hours that saved senior counsel each quarter.

82% automatedSelf-serve rateHours reclaimed
Risk & compliance

Risks flagged & matters escalated

Surface the risks AI triage flagged at intake (clauses, vendors, sensitive matters) and the escalations that came with them, so the GC can show what legal caught before it became a problem.

Risks flaggedEscalationsAudit trail
Capacity & team

Workload & team utilization

See who's stretched thin, who's available, and where the work is actually going. Headcount conversations come with evidence, not just instinct.

Per-lawyer loadUtilizationWorkload balance
Cost & spend

Legal spend & the internal vs. external split

Analyze legal spend and the balance of internal versus external work. Identify opportunities to reduce outside counsel costs and bring more work in-house.

External spendInternal vs. externalBottlenecks
Every view, every dimension

Visualize legal any way your team thinks about it

Choose a chart type. Pick a field. Filter by any segment. The same underlying matter data, rendered as the view that fits the question your GC, CFO, or board is asking.

5 chart types
List Bar Line Pie 123 Metric

Workload by lawyer

Pie

Who's carrying the load?

Matters created by month

Bar

Is volume growing, and where?

Cycle time trend

Line

Are we getting faster?

Matters by type · this quarter

Pie

What mix of work is hitting legal?

Total matters · Q4

Metric

Headline KPI for the board.

Open matters · top 5

List

What needs attention right now?

Chart anything by:
Matter type Counterparty Requester Lawyer Status Priority Channel Business unit Region Time period + any custom field
How it works

From scattered work to a board-ready story, in four steps

Checkbox captures structured data the moment a request comes in, then turns it into the dashboards and reports your GC needs.

1

Capture structured data

Every request from email, Slack, Teams, or forms is captured with matter type, requester, priority, and SLA. No manual logging required.

2

Track every workflow

Each step (review, approval, escalation, resolution) is timestamped, logged, and tied to the right team member and the right outcome.

3

Visualize in dashboards

Start with prebuilt templates for matter volume, cycle time, SLA compliance, and workload. Customize widgets and filters for any team or audience that needs a different view.

4

Share with leadership

Exportable reports your team can share when the question is "so what did legal achieve this quarter?" Every metric stays linked to its underlying matter, so the data is traceable and defensible.

The reporting layer for legal

Every legal moment, captured and ready to report

Built on the Legal Front Door, Checkbox reporting pulls live data from every workflow, every intake form, every channel. What your team did this quarter is one click away from a report you can share with leadership.

  • Prebuilt dashboard templates

    Start with templates for the legal KPIs that matter most: matter volume, cycle time, SLA compliance, team workload. Customize the view, filters, and widgets for any team or audience.

  • Custom reports without IT

    Configurable widgets and filters let your team build custom reports for any metric, any segment, any time window. No SQL, no BI tickets, no waiting for data.

  • Exportable reports leadership can read

    Share reports with the business or leadership in the formats they want. Every number stays linked to its underlying matter, requester, and timestamp, so the data is traceable and defensible.

  • Always real-time, with a full audit trail

    Every metric is live. Every data point traces back to the workflow, the requester, and the timestamp. Compliance and finance teams get the trail; legal keeps the speed.

Boards Reporting
Jeannine Moran

Legal Performance Overview · FY25

QuarterYearCustom
Request Volume
1,284
40%
Turnaround Time
0.6d
62%
Requests Automated
82%
28pt
Risk Reduced
54%
18pt
Requests by month FY25 FY24
Requests by type
Average turnaround time · last 12 months FY25 avg SLA target
Proof

The numbers your GC can take to the board

Published outcomes from Checkbox customers. The kind of data that turns a quarterly review into a victory lap.

83%
Of routine legal & compliance requests automated
Hitachi
2-3days
Legal response time, down from 2-3 weeks
Coca-Cola Europacific Partners
80%
Reduction in matter volume legal handles directly
Woolworths Group
30+min/day
Saved on spend approval workflows
SAP
JL
"We were doing the work, but we didn't have the data to show it. Checkbox gave us a centralized way to handle intake so we could finally see the volume and source of requests and plan resourcing accordingly."
Jen Lenander · Senior Director & Legal Chief of Staff · Elastic
Ready for your next board meeting?

Give your GC the report they've been waiting for

See how Checkbox turns scattered legal work into the real-time dashboards and exportable reports your team needs to demonstrate legal's value. Live demo, tailored to your stack.

Have questions first? Talk to our team