Jen Lenander
Capture & Centralize Legal Requests
Bring incoming legal requests into one consistent experience across the channels employees use.
Legal Department Self-Service & Knowledge Base Software
Enable employees to find answers on their own from a curated knowledge base, or send their request to the right legal expert when further help is needed.
Trusted by leading legal teams, globally
Navigating the Challenges of Legal Department Self-Service
As legal teams grow and take on more work, a structured self-service solution becomes a must. Without a centralized platform, legal must deal with frequent interruptions, inconsistent guidance, and a backlog of low-value requests.
Using emails, chats, or calls to get legal help slows the business and delays important work.
New legal request
slack
New legal request
teams
New legal request
Every channel becomes another interruption
New legal request
slack
New legal request
teams
New legal request
Every channel becomes another interruption
Enable Self-Service from Request to Resolution
Guide & Resolve with No-Code Workflows
Use guided workflows and approved knowledge to resolve routine legal requests without manual intervention.
Integrate Across the Business
Embed self-service experiences on intranets, CRMs, messaging apps, and wherever employees work.
Track Usage & Team Efficiency
Monitor routed, auto-resolved, and escalated requests to improve service delivery.
Report on Request Volume & Outcomes
Build dashboards that track efficiency, volume, and outcomes across teams and request categories.
Features for control and scalability
Custom Statuses, Fields & Boards
Custom Statuses, Fields & Boards
Create matters with custom statuses, fields, and boards to track key information.
New matter field
Single select
Status
Color coded
Not started
In review
Approved
Routine legal needs resolved without losing control.
Guided self-service combines approved knowledge, no-code workflows, and intelligent routing so the business gets help quickly without taking legal out of control.
Guide employees with approved legal knowledge
Surface current policies, templates, playbooks, and approved responses where employees already ask for help.
- Policy-grounded answers
- Templates and playbooks in context
Gifts & Entertainment
Mutual NDA
Marketing claims
Resolve routine legal work without lawyer handoffs
Use guided tools to collect the right details, apply approved rules, and complete repeatable requests consistently.
- Guided questions and approved rules
- Consistent routine outcomes
Create an NDA
Declare a gift
Check a policy
Collect details
Apply approved rules
Generate outcome
Escalate complex requests with context attached
When legal judgment is required, send the right expert a review-ready packet with answers, files, risk, and deadlines attached.
- Risk, deadline, files, and answers attached
- Right expert selected automatically
Non-standard limitation of liability
CounterpartyAcme
Contract value$240k
DeadlineFriday
RiskHigh
Improve self-service coverage from real usage
Track resolution rates, escalations, time saved, and top request topics to decide where self-service should expand next.
- Deflection and escalation rates
- Top topics and coverage gaps
72%
18%
46h
With Checkbox, everyone who works with legal works better.
Run legal like it runs the business.
Checkbox centralizes intake, automates routine processes, and gives legal visibility over every request.
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Frequently asked questions
How does Checkbox's legal self-service platform reduce legal team workload?
Checkbox lets employees handle routine legal tasks using guided workflows and knowledge articles, cutting repetitive questions and manual work.
Can we customize the self-service workflows and intake logic to fit our organization?
Yes, workflows and intake logic can be fully customized without code to match your team’s processes.
What types of legal requests can be handled through self-service?
Common requests like NDAs, contract reviews, policy questions, approvals, and FAQs can all be managed through self-service.
Does this integrate with the tools our employees already use?
Yes, Checkbox integrates with Slack, Teams, SharePoint, and email so employees can submit requests without switching tools.
What happens if a request can't be handled by the self-service tool?
Requests that cannot be resolved automatically are routed to an appropriate legal team member using pre-set rules.
How secure is Checkbox’s legal self-service platform?
Checkbox is built with enterprise-grade security and is fully compliant with standards like GDPR and SOC 2.
Give the business faster access to legal support
Resolve routine needs instantly and route complex matters to the right expert without losing visibility.
