Platform Features

Checkbox Legal Software

Transform your legal processes and service delivery using
the most powerful legal automation software
Automate legal processes & service delivery using a simple no-code, drag and drop builder

Checkbox is an award-winning in-house legal software that empowers legal teams to automate tedious manual processes and scale the delivery of legal services. Solutions are created and deployed in hours, not months—all without a single line of code.

legal no code
document generation

Document Generation

Generate ready-to-go documents, pre-filled and tailored from styled templates with e-signature

forms automation

Intake & Triage

Enable self-service and centralize the legal intake process using smart forms to capture information from users

workflow automation

Approval Workflows

Automate end-to-end user journeys and guide facilitate the digital approval & signing process

data apps

Data Applications

Record, retrieve and update data from dynamic systems of record that connect with your Checkbox Apps

decision support

Automated Legal Advice

Enable the self-service of standardized legal advice & provide a 24-7 self-serve tool for standard advice and FAQ

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No Code App Building

Prototype, build & maintain applications without IT-skills using our easy to use drag-and-drop interface

Transform your team using the most powerful in-house legal software

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Do More with Less

Scale the number of business users and requests that the legal team can service through self-service and automation.

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Gain Visibility Over Legal Risk

Gain visibility over legal requests and workflow statuses across the business to measure team impact and manage risk.

legal workflow automation

Improve Client Experience

Speed up the turnaround time from the legal team by redirecting low risk, low complex tasks away from the queue.

How does Checkbox automate your processes?

Use drag and drop to build without the need for technical knowledge

Build quickly and easily using our drag and drop studio. You can add a range of components including forms, calculations, workflow, document generation, and transcripts.

Build dynamic smart forms to collect information

Collect all the information necessary for different components in your workflows, such as for automatically populating legal documents, conducting approvals, and performing assessments. You can also build in conditional content and data validation.

Generate ready-to-go documents including e-sign

Information captured in your smart forms will be used to automatically populate and generate documents in bulk and styled in your preferred template. You can also use our Word Add-In to easily identify and minimize syntax errors.

Gain visibility with centralized dashboards

Track and manage the progress of your assessments through centralized customizable dashboards. This captures data otherwise lost in manual methods of working, and enables better informed decision-making.

Features anyone can use

Because Checkbox is truly no-code, legal teams can build and maintain apps without relying on IT or Checkbox as a vendor, providing greater control over development cost, timelines and flexibility

Flexible Deployment

Multiple native deployment options to facilitate both external & internal user journeys, plus white-labelling

File Upload

Allow users to upload images and documents as evidence or support to their responses

Configurable Permissions

Configurable enterprise access controls with permission structures set at account, team & workflow levels

Dashboards & Analytics

Gain instant insights into your customers, services & processes through powerful customisable dashboards

Distribute via URL

Distribute apps via a web link with the option to apply a passcode, as an alternative to logging in

Email Notifications

Automate emails with custom messages that are sent based on set conditions or outcomes

Enterprise Integrations

Checkbox is SSO-ready and can easily plug into your existing enterprise solutions through SSO, REST APIs & Webhooks

Audit Trail

Transcript and centralization of responses, actions, and documentation for audit and record keeping purposes

Data Export

Export selected data from the platform in csv format with one click

White Labelling

Change the logo and colours of your platform & solutions to give your brand’s look and feel

Bulk Processing

Execute bulk triage, document generation or approvals by simply uploading a csv file

Tool Tips

On-screen guidance to provide additional support to the user through definitions and links

Integrate Checkbox Apps with Your Existing Work

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Task & Matter Management

Create, assign, update and close tasks or matters based on data captured

Contract Management Systems

Store generated or uploaded documents into specified folders

Access &
Authentication Control

Enable single sign-on (SSO) and sync user permissions with access controls

Customer Relationship Management

Create, update, and validate data against customer and vendor records

Spreadsheets

Bulk process data for triage, reasoning and document generation by uploading a csv file

E-signature

Send documents directly for e-signature with custom email messaging

Communications

Trigger messages, emails and notifications with dynamic content specific to events

Online Databases

Validate and auto-populate inputs in forms from other systems

Learn more about the Checkbox platform

Frequently Asked Questions

Checkbox is an award-winning drag and drop platform that empowers legal teams to automate tedious manual processes and scale the delivery of legal services to the business. Solutions are created and deployed in hours, not months, and streamline matter intake and triage, document creation, advice/FAQs and approval workflows.

Because Checkbox is truly no-code, legal teams can build and maintain apps without relying on IT or Checkbox as a vendor, providing greater control over development cost and timelines and flexibility to respond to user feedback or process changes.

 

Checkbox is also unique in that it combines forms automation, decisioning support, document automation and workflow automation all on a single platform to enable complete end-to-end expert process automation with a seamless end-user experience.

Checkbox automates manual processes that involve precious expert time. We call this expert process automation (EPA). This includes processes such as collecting information, generating documents, conducting risk assessments, drawing conclusions, providing advice and answering FAQs, review and approval workflows, and conducting quality assurance and audits. Find our most common legal use cases.

Yes, Checkbox has a range of templates for common use-cases which you can get access to. Examples include our NDA, Intake & Triage, Document Execution Approval & Legal Advice app templates. Any application built in Checkbox can also be exported with a single click to enable template sharing across users, even outside your organization. You can explore our available legal solution templates.

Yes, applications built on Checkbox can be integrated with any other system that has available REST APIs. Integrations within Checkbox applications typically streamline the flow of data and trigger events across your existing systems and workflow. You can pull data and documents from other systems into Checkbox and conversely push data and documents into other systems automatically.

Checkbox is no code. Our completely visual drag and drop application builder means that anyone can build their own automation and workflow tools without coding or IT knowledge. Within legal teams, we have lawyers of all seniority including legal support professionals, Legal Counsels right up to Associate General Counsels all building on Checkbox, without prior technical knowledge.

Checkbox is designed to be the fastest no code development platform. We have seen simple applications with basic logic (e.g. NDA automation) built in just 15 minutes, right up to complex end-to-end business processes (e.g. complete automation of an organisation’s entire procurement framework) built in 6 months. Regardless of the size and complexity of the solution, Checkbox’s completely visual drag and drop application builder allows solutions to be built and deployed in a fraction of the time, risk, and cost compared to traditional IT development.

Yes. Whilst Checkbox is no code, some use-cases may still require coding either due to complexity or the need for integrations with other systems. The Checkbox authoring studio provides a component which enables code to be written and executed as part of the workflow, often leveraging the skill set of IT staff to build upon the no code foundation built by the business users.

Get started with your legal technology journey

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