NO-code solution template

Legal Policy / FAQ Triage

Streamline the submission, response & reviewal for policies by leveraging an AI assistant or routing to the relevant legal resource.

Trusted by leading legal teams, globally

Automation Platform - 
Reduce Turnaround Time

Enable faster resolution time

Allow higher resolution rates from the first messages and less back and forth with the business

Automation Platform - 
Refocus the team on higher value work

Provide an intuitive business experience

Enable a conversational experience for users to submit requests from anywhere - e.g. Slack, email, more

Automation Platform - Eliminate errors
and maintain compliance

Improve your legal team’s efficiency

Reduce time spent on simple FAQ and refocus valuable lawyer time on high-value strategic work

How It Works

See the Legal Policy / FAQ Triage template in action.

AI Legal Assistant

Enable users to self-serve and submit policy questions for the AI legal assistant to intelligently review and respond

faq software faq tool faq platform ai assistant

Routing & Alerts

Route requests to the relevant self-service tool or redirect complex/unmanaged requests to a lawyer.

faq software faq tool faq platform routing triage

Policy Management

Train the legal AI chatbot on your company or team’s policies, FAQ and more

faq software faq tool faq platform policy management


Gain instant visibility into requests and conversations - from statuses, turnaround times, alerts and more

faq software faq tool faq platform dashboards


Meet business users where they are - integrate and intake requests from anywhere—Slack, Teams, email, company portal & more.

faq software faq tool faq platform integrations


With 87% of legal requests continuously pouring in from emails, and the rest coming from phone calls and face-to-face conversations, these unstructured and manual methods of capturing legal requests can create communication gaps and delays. Additional to inefficient intake, the manual triage and resolution of requests also lead to lengthy turnaround times from legal, or the lawyers end up working in overdrive just to keep up - with high risks of burnout. In a world where business users aren't able to see where their requests are at, deadlines are missed, opportunities are lost, reputations are damaged, and profitability is lower, it's no wonder that legal is often referred to as the “bottleneck”.

As a result, a legal front door is no longer a 'nice to have', but a 'must have' that every legal department should implement to manage the speed & prioritization of service delivery and gaining the much-needed visibility over the workload across legal. Checkbox uses generative AI to enable this and provide the next generation in legal intake and triage. Our AI-powered front door meets business users where they live - in Slack, Teams, email, and more. And we meet them with an experience that allows them to ask for help in a way that comes naturally to them, using conversations and not just forms. Drawing from a source of knowledge unique to each organization, the AI assistant is able to answer frequently asked questions and seamlessly link to automated workflows to collect approvals, submit disclosures, generate documents, and assign work to the appropriate person. Learn more about our legal AI assistant.

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

Enjoy greater control over the time & cost of digital transformation

Quickly realize and justify the value of your automation investment.

Frequency of workflow per month
Number of {type} 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 - 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 policy / FAQ triage so we do not have to start from scratch?

Yes, Checkbox has templates for legal policy / FAQ triage 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 policy / FAQ triage 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