Legal Workflow Automation

Streamline the legal work your team does on repeat.

NDAs, vendor reviews, approvals, DSARs. The work your team repeats every week, running on its own. Less time on the same emails. More time on the matters that need a lawyer.

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What streamlining looks like
Contract review · vendor agreement Streamlined
Before 9 touchpoints · 6 days
Email chain Missing information "got a sec?" Slack Manual routing Forwarded email Chasing approval "Where are we at?" Status spreadsheet Signature follow-up
After 5 touchpoints · 3 days
Structured intake
→
AI Triage
→
Counsel review
→
Auto-approvals
→
Live tracking
Work moves between steps automatically
Same contract
review
Touchpoints 9 → 5
Cycle time 6 days → 3 days
Streamlining legal processes for 100+ enterprise legal teams.
What to automate

The legal work you should automate, and the work you shouldn't.

Workflow automation isn't a one-size-fits-all hammer. Some legal work is built for it. Some isn't. Here's how to tell the difference.

What "a workflow" actually means

A repeatable legal process with four moving parts.

Trigger

Something starts it. A request, a date, an event in another system.

→

Steps

Forms, AI checks, approvals, integrations. The actual work of the process.

→

Routing

Who handles what, in what order, on what SLA. Conditional logic lives here.

→

Outcome

The thing that gets done. Logged, evidenced, and visible to the business.

Great workflow candidates

If the work looks like this, automate it.

  • Happens over and over
  • Follows a similar path each time
  • Involves approvals, reviews, or handoffs
  • Crosses multiple people or systems
  • Gets stuck waiting on someone

Like…

Contract intake Vendor reviews NDAs DSARs Marketing approvals Employment requests Legal holds

What Checkbox doesn't do

Some work belongs to lawyers, not workflows.

  • Draft bespoke contracts from scratch
  • Negotiate counterparty paper
  • Make the legal judgment for you
  • Replace your CLM, DMS, or e-discovery
  • Handle one-off, bespoke matters

Lives outside Checkbox

Bespoke drafting Complex negotiation Litigation strategy One-off matters Outside counsel Legal judgment

Checkbox doesn't replace lawyers. It makes sure the right work reaches the right people, follows the right process, and moves forward automatically.

Without workflow automation

Your "process" is a trail of emails.

Most legal processes don't live in a system. They live in a senior lawyer's head, a buried wiki, and a chain of forwarded emails. Every NDA, every approval, every vendor review starts from scratch.

A process that isn't structured can't be measured, improved, or handed off. The only people who know how the work flows are the ones already doing it.

  • Approvals get lost in inboxes and Slack DMs
  • Every matter restarts the same manual steps
  • No audit trail when something goes wrong
  • Process knowledge walks out when lawyers leave
This is one contract review.
Now multiply this by every legal request, every week.
What it actually looks like

Same NDA. Two very different weeks.

"Workflow automation" gets concrete when you watch it run on something familiar. Here's an NDA request your team probably had this week, before and after you've built it as a workflow in Checkbox.

Without a workflow

Today's NDA, in 8 touches.

Forwarded emails, Slack DMs, a SharePoint template, your judgment.

Tue 10:47am Slack DM from Marketing: "got a sec? need an NDA"
Tue 11:32am You ask: who is it for? what data are they touching?
Tue 2:14pm Reply lands from a meeting: "martech vendor, customer emails"
Wed 9:14am Template pulled from SharePoint, edited by hand
Wed 4:48pm Counsel redlines two clauses on a forwarded copy
Thu 10:22am Edits done, emailed to the counterparty
Fri 3:30pm Signed PDF in your inbox. You file it. Probably.
4 days end to end
8 legal touchpoints
No audit trail
With Checkbox

Same NDA, in 1 review.

Structured intake, AI-driven routing, one approval, signed and filed.

Tue 10:47am Marketing submits structured intake in Slack
Tue 10:47am AI identifies standard NDA and routes it automatically AI
Tue 10:48am Template populated, approver and SLA assigned auto
Tue 10:48am Status visible to requester in Slack auto
Wed 9:15am Junior counsel approves (12 min review)
Wed 9:16am Sent to the counterparty via DocuSign auto
Wed 2:30pm Signed, filed in the DMS, status posted to Slack
1 legal touchpoint
SLA & routing assigned automatically
Full audit trail
8 touches → 1 review Same NDA. One workflow, built once and run on every NDA after this one.
If it happens more than once

If it happens more than once, it should be a workflow.

NDAs. Vendor reviews. Marketing approvals. DSARs. Employment requests. Build the process once and run it the same way every time.

Commercial intake Compliance & risk Marketing Privacy Employment Sales
One workflow platform
Commercial intake

Contract & NDA intake

Cut 20 emails and three review cycles down to one structured request.

  • Auto-classify the request type
  • Route the right reviewer the first time
  • Track every version through to signed
Intake→AI triage→Review→Sign
Compliance & risk

Vendor & third-party risk reviews

Replace the 3-team approval scramble with one parallel review path.

  • Route security, privacy and legal in parallel
  • Escalate high-risk vendors automatically
  • One audit trail procurement can defend
Form→Risk score→Parallel review→Approve
Marketing & brand

Marketing & claims review

No more chasing legal for Q4 campaign sign-off across five email threads.

  • Route by channel, region, or claim type
  • Capture every reviewer's comments in one place
  • Version history through to approval
Submit→Route→Review→Approve
Privacy

Data subject & privacy requests

A 30-day clock with timestamped evidence at every step.

  • Identity verification built into intake
  • Internal collection runs to the deadline
  • Regulator-ready audit trail by default
Intake→Verify→Collect→Respond
Employment & HR legal

Employment matter intake

Sensitive HR matters captured properly, the first time.

  • Confidential intake, never via forwarded email
  • Right reviewer based on matter type
  • Structured escalation when it's needed
Confidential intake→Triage→Escalate
Commercial & sales

Deal desk & sales support

Run your sales playbook without anyone leaving Salesforce or Slack.

  • Structured deal requests from Salesforce
  • Deviations routed to legal automatically
  • Approvals visible to sales in real time
Salesforce→Playbook→Approvals
Proof

Workflows that move real numbers.

When legal processes run as workflows instead of email chains, results show up where the board looks: cycle time, automation rate, lawyer capacity.

Work automated
↑83%
of routine legal & compliance requests at Hitachi
Time to live
52 days
for Altria to build its AI Legal Front Door
Business adoption
↑80–90%
adoption of Altria's Legal Front Door
Scale
100+
enterprise organizations using 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
Start with one process

Streamline one process.
Prove the value in a week.

Pick the process your team repeats every week. NDA reviews, vendor risk, marketing approvals, DSARs, employment requests. We'll show you where work gets stuck and what a streamlined version could look like.

Book a demo → Try Checkbox
The Legal Front Door for in-house teams. © Checkbox AI.