NO-code solution template

Legal Intake and Triage Template

Provide a single digital access point for the business and enable self-service and greater accessibility

Trusted by companies of all sizes, worldwide

Automation Platform - 
Reduce Turnaround Time

Reduce turnaround time

Provide an intuitive, self-service tool for business users and shorten the queue & involvement for legal requests

Automation Platform - 
Refocus the team on higher value work

Gain visibility over legal requests

Track the type, volume and status of requests to measure operational efficiency and potential risk

Automation Platform - Eliminate errors
and maintain compliance

Refocus the team on higher-value work

Reduce time spent on servicing requests and refocus valuable expert time on high-value strategic work

How It Works

See the Legal Intake and Triage Template template in action.

Self-service Portal

Enable users to self-serve legal requests such agreement generation, document approvals, marketing reviews and more.

Legal Intake and Triage Template: Self-service Portal

Forms and Intake

Capture and triage information from users and systems using dynamic, logic-driven forms.

No-Code Automation Software: Forms & Intake

Decision Automation

Design decision rules to automatically triage requests, escalate to the appropriate lawyer and determine priority and risk weighting

No-Code Automation Software: Decisioning


Gain instant visibility into requests - from statuses, due dates, assigned lawyers, turnaround times and more

No-Code Automation Software: Dashboards

Data Reusability & Storage

Leverage data storage functionality to retrieve and update data across documents, workflows and external systems

No-Code Automation Software: Data Storage

Application Development

Build, update and maintain workflow solutions faster and easier using a completely visual drag-and-drop canvas

No-Code Automation Software: Studio

Seamlessly integrate with your
existing tools and work flow

Fit Checkbox into your current processes rather than fitting your processes to Checkbox

Get Started
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations

Enjoy greater control over the time & cost of digital transformation

Quickly realize and justify the value of your legal automation investment.

Frequency of workflow per month
Number of legal hours to complete one workflow
Number of business user hours spent per workflow
Average salary of workflow participants per hour
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Estimated savings/ROI


Annual hours saved per workflow


Annual cost savings


No-Code Automation
Platform - G2No-Code Automation
Platform - Most RecommendedNo-Code Automation
Platform - Customer
SupportNo-Code Automation
Platform - Best FeaturesNo-Code Automation
Platform - Ease of useNo-Code Automation
Platform - Capterra

Frequently Asked Questions

If you have any further questions, Get in touch with our friendly team or email us at

What is Checkbox?

Checkbox is the leading no-code service automation platform that empowers business functions to automate their tedious, manual processes and streamline their service delivery.

This enables teams to better manage and scale their services to improve access, value, and speed to the business.

Do you have templates for legal intake and triages so we do not have to start from scratch?

Yes, Checkbox has templates for legal intake and triages and for common use-cases across legal, human resources, compliance, IT and more, which you can get access to. Any application built in Checkbox can also be exported with a single click to enable template sharing.

Access our legal intake and triages template. Explore all our available solution templates

Can Checkbox integrate with our existing systems or database?

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.

Key integrations with Checkbox include DocuSign, AdobeSign, Xakia, LawVu, Salesforce, Sharepoint, Google Drive and more.

What is the profile or skill sets of users who typically build on Checkbox?

Checkbox is no code. Our completely visual drag and drop application builder means that anyone, including those with no technical background can build their own automation and workflow tools without coding or IT knowledge. We have lawyers, HR, procurement, risk and compliance professionals, business analysts all building on Checkbox, and across many different seniority levels (C-Suite, middle managers and interns).

How long does it take to build an application on Checkbox?

Checkbox is designed to be the fastest no-code development platform. We have seen simple applications (e.g. NDA automation) built in just 15 minutes, right up to complex end-to-end business processes (e.g. complete automation of an organization’s entire procurement framework) built over a few 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.

Checkbox is no-code, but do you allow for coding if we want to?

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.

Digitize and scale the delivery of your services