In-house Legal Use Cases

Calculator & Workflow

Compensation Calculator & Workflow

Facilitate and streamline the claims process whilst improving customer experience

The Challenges

Despite the myriad of processes and policies put in place, sometimes, things just go wrong. And that happens – but when they do, customers are at the forefront of the business’ concerns. Especially for customers who rely on the organisation’s products and services for their day-to-day. In situations like this, we must ensure that they are compensated appropriately and fairly for both them, and the business. However, the process for receiving and processing these claims can be inefficient, involving back-and-forth rounds of communication to understand how they have been impacted and the eligible claimant amount. All this usually requires the expertise and approval of multiple people, and when unstandardized, exposes the business to unnecessary risk.

How Checkbox Streamlines the Compensation Calculator & Workflow Process

Challenges How does Checkbox address it?

The triage process between eligible and ineligible claims is often manual and can be a time-drain for the team.

Checkbox’s no code platform uses complex rules and decision-tree logic to empower external parties to self-qualify their eligibility for a claim, without requiring the legal team’s input.

The manual collection of information (e.g., severity and circumstances of the claim) is time-consuming, often consisting of back-and-forth email chains and ad-hoc phone calls.

Checkbox’s smart, dynamic forms provide a great user experience when capturing information from external parties whilst also creating a centralized place to collect and store information for future reference.

The process of reaching a claimant amount that is agreeable and fair for both customers and the business requires expert decisioning from select few people, potentially creating a bottleneck.

Based on the customer’s responses, automatically average out the recommended claim range for increased accuracy and less risk.

Depending on the claimant amount, multiple reviews and approvals may be required. Business users are often unsure of when and who to request approval from, increasing a layer of risk if the appropriate approval is not complete.

Seamless workflow facilitates and centralizes the back-and-forth comments and approvals between the customer, external and internal legal team, and accounting team.

Customers may have little visibility over the status of their claimant, giving a poor user experience.

Automatic email notifications can be triggered upon the claim being moved through the stages.

Checkbox dashboards allow the real-time status of each claim to be tracked. Total claim amounts, month on month can be visualized for better analytics.

Generated and signed documents are all stored in Checkbox and can be sent to store in other document repository systems such as Google Drive, SharePoint, iManage, or NetDocuments.

Key Features


  • Improve compliance

    a. Standardizing the process and centralizing all approvals ensures the process is being followed with clear audit trails.

  • Protect your legal team’s time and allow them to focus on high value tasks

    Automatically triage ineligible claims and only spend time reviewing claims that already have all the relevant information required to decide on the claimant amount. Automatically send reminders to approvers who have not reviewed the request yet.

  • Improve maintainability

    Through the no-code App builder, the solution can be easily built and modified for any policy and process change, without requiring the help of IT (Information Technology).

  • Oversee all requests and the information shared.

    Track the claim across the approval stages through the Checkbox dashboard and gain visibility over the type of claims made.


How Does Checkbox Automate This?

1. External user can lodge a claim through a public URL

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

2. Automatically triage ineligible claims to only see claims that need to be actioned

Leverage complex decision-tree logic, built by drag-and-drop, that works effortlessly in the background to determine the eligibility of the claim.

3. Automatically assess the claim amount range and notify the correct approver for review

Based on the circumstances around the claim, approval levels can be escalated to a more senior member of staff for their review before the claimant amount is decided.

4. Upon approval, Checkbox can automatically notify the accounting team to process the claim and update 3rd party databases

Centralize the details of the claim, approvals given and the claimant amount with existing tools automatically, minimizing the risk of human error.

5. Track the end-to-end claimant process through the Checkbox dashboard

The status of any claim and all details and documents uploaded can be viewed in a centralized location, giving real-time insight into all claims made.

Get started with your digital transformation journey

See how Checkbox fits in with your organization by contacting us and requesting a free demo