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Legal Intake & Triage Software
Intelligent legal intake solutions, powered by legal intake automation, that instantly capture, understand, and route requests, while surfacing insights that scale your team’s reach and results.
Trusted by leading legal teams, globally
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Streamline Legal Requests & Insights
Automate email triage and funnel intake via email so business users can submit legal requests easily and receive fast, efficient support.
Speed up legal intake with an AI-powered Slack bot that allows employees to ask questions and submit requests via automated intake workflows.
Enable legal self-service and request submission directly from Microsoft Teams to improve accessibility and speed up the legal intake process.
Capture requests through smart intake forms built right into your tools to drive client and matter intake automation that improves speed and user experience.
Navigating the Evolving Challenges of Legal Intake and Triage
For in-house legal teams, rising demand and growing complexity make it harder to stay ahead. Without smart legal intake software, triage tools, or intake automation, work gets buried, insights go dark, and control over service delivery and legal’s performance starts to slip.
01
Disconnected Intake Creates Delays
Chasing legal requests across email, Slack, and Teams drains time and focus. Without a legal intake platform, legal ends up manually triaging requests, slowing cycle times and eroding trust with the business.
02
More Requests, Fewer Hands
In-house legal teams are under pressure to deliver more with less. Without support from legal intake automation or AI-powered triage, lawyers burn time on admin instead of driving strategy.
03
No Visibility, No Control
You can’t improve what you can’t see. Without an intake management system, it’s hard to spot intake patterns, track triage outcomes, or report on response times, making it tougher to lead with data or show legal’s value.
Manage all legal work from intake to reporting
Intake & centralize all requests
Great service starts with meeting business where it’s being done. Email, Slack, Teams, Jira, or forms? Direct all requests to one, single intake platform.
Triage and assign requests
Automatically assign requests based on matter type, lawyer expertise, workload, and business unit using AI-powered legal triage software.
Manage matters
See the big picture quickly and stay organized across all matters with linked documents, emails, tasks, approvals, and conversations.
Automate workflows
Automate manual processes, provide self-service tools, and connect siloed systems and teams with legal workflow automation.
Track and report on legal workload
Get a clear picture of matter statuses and team capacity, and confidently report legal team metrics to leadership using legal intake software.
Features for control and scalability
Custom Statuses, Fields & Boards
Improve initial data collection for matters with custom statuses, fields, and boards to support intake and triage workflows.
Linked Inboxes
Streamline email triage by automatically connecting emails with documents so you can search and retrieve information quickly.
Configurable Views
Sort and filter all legal matters by custom view like category, status, and priority, to align your intake software setup with your specific needs.
Databases
Store, access, and update data from a shared source to power your digital workflows and support legal intake automation.
No-Code Process Mapping
Create digital workflows by using a drag-and-drop interface to build automated intake logic and visually map the steps and flow of activities.
Complex Workflows
Support real-life matter intake processes with linear, parallel, and trigger-based workflows tailored to how your legal team works.
Customizable Reports
Quickly generate reports and visuals customized to your team’s unique metrics to strengthen your legal intake performance insights.
Template Reports
Skip the setup and start tracking performance right away with ready-to-use legal intake reports built around industry-standard metrics.
Analytics and Trends
Get visibility into matter volume, status, and type with intake analytics so you can easily spot trends, identify gaps, and improve your legal intake strategy.
Intake reimagined with AI
Address Legal Requests and Queries Automatically
Enrich your AI legal intake process by using an AI legal chatbot trained on your company’s policies to handle fast, accurate responses to requests and queries.
Auto-generate and Manage Legal Matters
Reduce manual work and streamline legal matter intake by allowing AI-powered legal intake automation to populate matter records with precision and accuracy.
Categorize and Triage Legal Requests with AI
Power your triage software with AI-driven text analysis and classification to ensure every request is automatically routed to the right workflow or team.
Dynamic duo: Intake & workflow automation
Route requests to self-service tools
Make it easy for employees to handle routine needs like contracts and policies with self-directed legal intake tools powered by automated legal intake.
Guide business users through complex requests
Support business teams with structured in-house legal intake workflows that streamline approvals, compliance, and reviews for complex legal needs.
Automate and streamline repetitive, manual work
Boost legal intake with automated contract creation, task assignment, and decision routing to cut manual work and keep your legal tech stack connected.
AI Legal Front Door
Create a portal for the business to easily submit requests and access legal services.
Slack Intake
Automate and centralize the intake, triage, and assignment of requests from Slack.
Microsoft Teams Intake
Automate and centralize the intake, triage, and assignment of requests from Teams.
Forms Intake
Use intelligent forms across your preferred channels to capture & organize requests.
Matter Management
Centralize all matters, documents, approvals, & conversations for a single source of truth.
Non-Disclosure Agreement
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Service Agreement (MSA)
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Contract Approvals
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Trademark Clearance
Streamline the submission, review and clearance of trademarks.
Marketing Material Review
Streamline the submission and review of marketing materials.
Stock Clearance Requests
Streamline the submission, review and clearance of stock.
Sales Contracts
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Non-Disclosure Agreement
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Conflict of Interest
Streamline the submission, assessment, and management for conflicts of interest.
Trademark Clearance
Streamline the submission, review and clearance of trademarks.
Gifts & Entertainment
Leverage an AI legal assistant to transform your static gifts and entertainment policies.
Travel Requests
Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.
Legal / Policy FAQ
Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.
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Gifts & Entertainment
Leverage an AI legal assistant to transform your static gifts and entertainment policies.
Employee Benefits
Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.
Travel Requests
Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.
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Privacy Policy
Use an AI legal assistant to streamline privacy policy creation and communication.
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Security Policy
Use an AI legal assistant to streamline security policy creation and communication.
Connect your legal tools with Checkbox as your source of truth
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Checkbox is the technology of choice for legal teams
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Balancing capability vs. ease
“We have automated a number of previously manual or error prone tasks quickly using Checkbox where larger, less flexible incumbent systems could not. They hit the right balance between functionality and user friendliness.”
Legal Team Size: 180+ | 20,000+ Employees
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Solving enterprise complexities
“If it works at SAP, it can work anywhere. With Checkbox, we replaced complexity with clarity - automating approvals, enforcing compliance, and saving time every day.”
Legal Team Size: 400+ | 100,000+ Employees
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Deploying AI globally
“The results speak for themselves. We’re now ready to globally deploy AI-powered legal workflows, and we’re already anticipating a major return on investment from our initial pilots”
Legal Team Size: 85+ | 10,000+ Employees
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Seamless for a large organization
“Checkbox has just been incredibly seamless. That's not easy to achieve when you've got so many moving parts, especially within a large organization where attention and resources are being dragged in every direction.”
Legal Team Size: 65+ | 10,000+ Employees
Frequently Asked Questions
If you have any further questions, Get in touch with our friendly team.
What is Legal Intake Software?
In-house legal intake software is a tool that helps legal teams capture, manage, and track incoming requests in one place. It replaces scattered data and manual processes with a centralized, streamlined system.
How does Legal Triage Work?
Legal triage helps sort incoming requests by automatically reviewing and assigning them to the right person, team, or process. It cuts down on delays and manual work, so responses are faster and more consistent.
How does Checkbox Legal's intake and triage software integrate with other legal tools?
Checkbox’s legal intake and triage software integrates seamlessly with tools like Slack, Microsoft Teams, Salesforce, Jira, and document management systems. It connects your tech stack to create one smooth workflow from intake to resolution.
Can a legal intake software support self-service legal tools?
Yes, Checkbox enables self-service by allowing business users to handle routine legal tasks like contracts and policy access through self-guided, automated workflows. This reduces legal’s direct workload while improving response times.
Is Checkbox Legal intake software secure?
Yes, Checkbox is built with enterprise-grade security, including data encryption, access controls, and compliance with industry standards so your legal data stays protected at every step.
What is the profile or skill sets of users who typically build on Checkbox?
Look for a legal intake software that fits your team’s size, integrates with your current tools, and supports automation, triage, and self-service. Most importantly, it should help you scale your team’s impact without adding complexity.