In-house Legal App Template

Self-serve Legal FAQ

Enable self-service with standardized triage by creating
a legal front door and automating escalation workflows
Enable self-service with standardized triage by creating a legal front door and automating escalation workflows

Key Features

  • User Self-service

    Provides a self-serve tool for business users to have their questions answered immediately.

  • Escalation to the Legal Team

    Routes complex questions to the appropriate lawyer from the legal team.

  • Dashboards & Tracking

    Provides a centralized dashboard to view all questions and the details, including status and category of question.


  • Effortlessly re-use data

    Avoid re-key inefficiencies by automatically storing data and documents in third-party document or matter management systems.

  • Ensure compliance & consistency of advice

    Through rule-based generation of advice, the quality of service provided is standardized and compliant-by-design.

How Does Checkbox Automate This?

1. Allow business users to access the self-serve legal intake and triage tool from their company portal

A URL can be embedded inside the company portal, or iFrame can enable users to access the tool while staying inside the portal.

2. Business users are guided through as they provide information around their request

Smart forms with on-screen guidance enables a self-serve but intuitive experience for business users to provide necessary information to create contracts, e.g., contract start and end date, purpose of engagement, licence amount.

3. Business users automatically receive the correct advice, personalized links to resources and relevant documents

Built-in decisioning logic determines the legal advice given and generates compliant-by-design documents. Integrations with SharePoint are leveraged as required.

4. Checkbox automates any escalation workflows to the legal team, directs users to the correct tool or creates a matter

Based on user input, Checkbox determines whether expert decisioning from a lawyer is needed, and which lawyer is the most appropriate.

5. Track the real-time status of all legal requests

Business users can track the real-time status of their legal request. The legal team can analyse the types of requests and volume of work.

See It Live Now

Access our App Template or request a free personalized demo today