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AI Chatbot Assistant
Forget navigating confusing policies and long response times on simple requests. Using an AI assistant, improve your team’s efficiency and spend more time on higher value, strategic work.
AI Chatbot Assistant
Forget navigating confusing policies and long response times on simple requests. Using an AI assistant, improve your team’s efficiency and spend more time on higher value, strategic work.
Trusted by leading legal teams, globally
Adoption & navigation — now easier than ever
Instantly handle business requests via email
Enable business users to request for services within their inbox and receive immediate responses
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Intake requests where the business is—on Slack
Allow business users to access the service assistant via BAU channels like Slack and Teams
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Intake requests where the business is—on Teams
Gain visibility and transparency on the status, type and priority of requests & workflows
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Build an AI Front Door on your company portal
Embed an AI assistant on your company’s web portal and customize for branding
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Build an automatic & conversational request experience
- Meet business users where they are—Slack, Teams, email, company portal & more
- Allow a conversational experience for business users to submit their requests
- AI assistant to intelligently interpret and respond
Resolve requests at the first contact
- Enable higher resolution rates from the first messages, with less back and forth
- rain the AI assistant on your company or team’s policies, FAQ and more * IN BETA *
- Guide users through contracts, policies, approvals & advice or redirect to the relevant person or team
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Unlock visibility and updates in real time
- Report on the volume, type, status and time taken to complete requests
- Allow business users to inquire or receive automatic updates on their request
- Monitor AI assistant conversations for refinement & to identify optimization opportunities * IN BETA*
Everything you need to manage
your services and workflows
Design, build, deliver and maintain your workflows all in one place
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Application Development
Build, update and maintain workflow solutions faster and easier using a completely visual drag-and-drop canvas
Drag and drop
Development & testing
Version management
Document Automation
Automate documents end-to-end using information intake, conditional content, bulk processing, approvals and e-signature.
Template-based documents
In-app document editor
E-signature
Workflow Automation
Automate, streamline, and execute processes between people, systems, and data using predefined business rules.
Sequential workflows
Parallel workflows
Multi-triggers
Forms and Intake
Capture and triage information from users and systems using dynamic, logic-driven forms.
Smart forms
Tables
Web accessibility
Decision Automation
Design complex rules and decision-tree logic including calculations, looping and weighted scores.
Decision tables
Conditional routing & logic
Number/date calculations
Reporting & Analytics
Gain instant visibility and insights into your services and processes and enable data-driven decisions.
Dashboards
Widgets & custom filters
Data exports
Reusability & Data
Leverage data storage and management functionality to read, retrieve and update data across workflows and external systems.
Databases
Data import & export
Low-code availaibilty
INTAKE
AI Legal Front Door
Capture requests from anywhere and guide users through request resolution
AI ASSISTANT
Legal / Policy FAQ
Address policy inquiries instantly using AI or route to the relevant resource
contracts
NDA Automation
Allow employees to self-serve the generation of compliant NDAs in just minutes
WORKFLOW
Gifts & Entertainment
Simplify the registration & approval of company gifts and gratuities
CONTRACTS
Sales Agreements
Empower the sales team to self-serve the generation of agreements with ease
WORKFLOW
No-Code Automation
Enable your firm to streamline inefficient processes and build client solutions
INTAKE
Client Intake
Attract & win new clients by simplifying and automating the client intake process
WORKFLOW
Legal / Compliance Audit
Automate your compliance audit questionnaires and assessments
CONTRACTS
Copyright License
Automate copyright license agreements in minutes & refocus time on new revenue
WORKFLOW
Data & Security Incident
Report incidents, assess potential breaches to monitor and improve coverage
CONTRACTS
Document Approvals
Guide users through document approvals & streamline intake, review and execution
INTAKE
Intake-to-Procure
Provide a self-service portal for employees to initiate a purchase or vendor request
workflow
Approval Workflows
Guide users through approval requests, streamline review and gain visibility
workflow
Vendor Risk Assessment
Decrease time on evaluating vendors by automating your vendor risk assessments
workflow
Modern Slavery Check
Automate manual checks for suppliers’ alignment to modern slavery laws & policies
CONTRACTS
Vendor Agreements
Generate bespoke & error-free vendor agreement reports in a matter of minutes
INTAKE
Project Risk Register
Provide a single digital access point for the business to register risks
WORKFLOW
Security Risk Assessment
Automate the identification, estimation, and prioritization of risks to operations & assets
WORKFLOW
Data & Security Incidents
Report incidents, assess potential breaches to monitor and improve coverage
WORKFLOW
Innovation Risk Audit
Automate the risk mitigation and management of business innovation ideas
WORKFLOW
Automated Vendor Audits
Assess a vendor’s information security, risk level, and identify any control gaps
WORKFLOW
SOC2 Readiness
Assess the compliance of suppliers against SOC2 controls and generate reports
CONTRACTS
Employment Agreements
Automate employment agreements end-to-end - from intake, review to e-signature
AI ASSISTANT
HR Policy FAQ
Address policy inquiries instantly using AI or route to the relevant resource
INTAKE
Employee Self-Service
Provide a single digital access point for the business and enable self-service
WORKFLOW
Employee Onboarding
Fast-track and streamline the onboarding experience for employees, managers and HR
CONTRACTS
Bulk Employment Letters
Meet deadlines and generate hundreds of personalized letters in just a few clicks
CONTRACTS
Job Description Generator
Enable managers to self-serve the generation of compliant job descriptions
WORKFLOW
Financial Risk Assessment
Automate the identification, estimation, and prioritization of financial risks
WORKFLOW
Automated Reports
Generate bespoke & error-free financial reports in a matter of minutes
WORKFLOW
ESIC Eligibility
Streamline eligibility assessments for ESIC tax concessions & receive tailored advice
WORKFLOW
Expense Approvals
Enable users to self-serve and efficiently lodge expense claims for approval
CONTRACTS
Sales Proposal Automation
Empower the sales team to self-serve the generation of proposals with ease
WORKFLOW
Accounts Payable Check
Automate the collection of matter and client management information for accounting
Seamlessly integrate with your
existing tools and work flow
Fit Checkbox into your current processes rather than fitting your processes to Checkbox
Trusted by leading companies worldwide
“Without the need for technical skills or the help of IT, Checkbox has enabled us to automate intake and triage, pre-populate significant volumes of information up front, and allocate matters to the lawyers with the right expertise and availability. It is a living, breathing tool we can scale and adapt easily to maintain a legal safety blanket for the business.”
Ben Langford
Group Counsel at Woolworths
60+
workflows automated across legal
“The legal and people & culture teams have been able to focus on the people rather than the processes, whilst rolling out solutions organization-wide at a velocity that was unachievable previously.”
Richard Conway
Deputy Group General Counsel & Group Company Secretary at Coca-Cola
15+
documents automated per year across the business
“Our legal teams spend less time on menial tasks and more time on things that require their skills and expertise, and they get to spend more face-to-face time with business stakeholders to meet business deliverables.”
Denise Doyle
Legal Transformation Lead at Telstra
6,000+
hours saved per year for processes across legal
"We're no longer a roadblock to the business. Standardizing our processes with automation using Checkbox has allowed us to work on more complex business matters, making us a stronger business partner"
Georgia Petry
Legal Counsel at Xero
250+
documents automated in first implementation
LEADING NO-CODE AUTOMATION SOFTWARE WORLDWIDE
Frequently Asked Questions
If you have any further questions, Get in touch with our friendly team or email us at sales@checkbox.ai
What is Checkbox?
Checkbox is the leading AI workflow automation platform that enables teams to power their workflows and request management with AI. With Checkbox, build an AI-powered front door and guide business users through contract requests, knowledge, policies, FAQs and more.Develop an effective service delivery model, demonstrate and elevate value, and strengthen partnership with the business.
What is a ‘front door’?
A ‘front door’ is digital access point for business users to initiate requests for services. Services can involve help around contracts, knowledge, policies, FAQ and more.Checkbox’s AI Front Door & Assistant enables such capability but takes it to the next level by 1) meeting business users where they are whilst maintaining a standardized intake approach i.e. intake from Slack, Teams, Salesforce, email, intranet portal & more, 2) providing a intelligent, conversational experience to intake, answer, triage and facilitate requests, 3) guiding business users to self-serve automated journeys for contracts, knowledge, policies, FAQ and more, 4) unlocking visibility and updates on requests.
Which large language model (LLM) does Checkbox use?
Checkbox uses OpenAI’s large language models - the latest readily available LLM being GPT3.5.
Does OpenAI store our information?
The AI APIs we use have a zero-retention policy - meaning OpenAI cannot view any of that data, store it longer than required to process the request, or use any of it to train the AI model. According to OpenAI’s API data usage policies, data sent to OpenAI is stored for 30 days to prevent abuse and misuse. OpenAI does not use any of the data sent over, nor retained, to be used for training or improving their models. Data sent over to OpenAI is not exposed to any other parties, including publicly accessible models like ChatGPT.
Can my business users “correct” what the AI Front Door says to suit their liking?
No. We explicitly tell the A.I. Front Door to only provide answers pertaining to the sources it has used to be trained. Additionally, we allow teams to provide their own prompts to further reinforce the responses provided by the users.