Trusted by leading legal teams, globally

Adoption & navigation — now easier than ever

Instantly handle business requests via email

Enable business users to request for services within their inbox and receive immediate responses

Get started

Intake requests where the business is—on Slack

Allow business users to access the service assistant via BAU channels like Slack and Teams

Get started

Intake requests where the business is—on Teams

Gain visibility and transparency on the status, type and priority of requests & workflows

Get Started

Build an AI Front Door on your company portal

Embed an AI assistant on your company’s web portal and customize for branding

Get Started

Streamline the approval request & review process

Enable users to submit a document approval request and assist them through forms, policies and approval statuses

Get out of long, confusing email chains

Receive automated summaries and audit trails of key considerations, comments, approvals/decisions throughout the document workflow

One platform for your document workflows

Manage document generation, approvals, execution and obligations all in Checkbox or integrate with your existing systems

Gain visibility on the status of approvals and obligations

Gain instant visibility into your document workflows and schedule automatic reminders to progress approvals and obligations

Everything you need to manage
your services and workflows

Design, build, deliver and maintain your workflows all in one place

Artificial Intelligence

ChatGPT meets workflow automation. Two powerhouses to advance your request resolution, self-service & routing.

AI Front Door

AI Assistant

Custom Sources

Learn more

No-Code Development

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

Drag and drop

Development & testing

Version management

Learn more

Document Automation

Automate documents end-to-end using information intake, conditional content, bulk processing, approvals and e-signature.

Template-based documents

In-app document editor

E-signature

Learn more

Workflow Automation

Automate, streamline, and execute processes between people, systems, and data using predefined business rules.

Sequential workflows

Parallel workflows

Multi-triggers

Learn more

Forms and Intake

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

Smart forms

Tables

Web accessibility

Learn more

Decision Automation

Design complex rules and decision-tree logic including calculations, looping and weighted scores.

Decision tables

Conditional routing & logic

Number/date calculations

Learn more

Reporting & Audit Trails

Gain instant visibility and insights into your services and processes and enable data-driven decisions.

Dashboards

Widgets & custom filters

Data exports

Learn more

Reusability & Data

Leverage data storage and management functionality to read, retrieve and update data across workflows and external systems.

Databases

Data import & export

Low-code availaibilty

Learn more

Application Development

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

Drag and drop

Development & testing

Version management

Document Automation

Automate documents end-to-end using information intake, conditional content, bulk processing, approvals and e-signature.

Template-based documents

In-app document editor

E-signature

Workflow Automation

Automate, streamline, and execute processes between people, systems, and data using predefined business rules.

Sequential workflows

Parallel workflows

Multi-triggers

Forms and Intake

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

Smart forms

Tables

Web accessibility

Decision Automation

Design complex rules and decision-tree logic including calculations, looping and weighted scores.

Decision tables

Conditional routing & logic

Number/date calculations

Reporting & Analytics

Gain instant visibility and insights into your services and processes and enable data-driven decisions.

Dashboards

Widgets & custom filters

Data exports

Reusability & Data

Leverage data storage and management functionality to read, retrieve and update data across workflows and external systems.

Databases

Data import & export

Low-code availaibilty

INTAKE

AI Legal Front Door

Capture requests from anywhere and guide users through request resolution

AI ASSISTANT

Legal / Policy FAQ

Address policy inquiries instantly using AI or route to the relevant resource

contracts

NDA Automation

Allow employees to self-serve the generation of compliant NDAs in just minutes

WORKFLOW

Gifts & Entertainment

Simplify the registration & approval of company gifts and gratuities

CONTRACTS

Sales Agreements

Empower the sales team to self-serve the generation of agreements with ease

WORKFLOW

Trademark Clearance

Streamline the submission, review and clearance of trademarks

WORKFLOW

No-Code Automation

Enable your firm to streamline inefficient processes and build client solutions

INTAKE

Client Intake

Attract & win new clients by simplifying and automating the client intake process

WORKFLOW

Legal / Compliance Audit

Automate your compliance audit questionnaires and assessments

CONTRACTS

Copyright License

Automate copyright license agreements in minutes & refocus time on new revenue

WORKFLOW

Data & Security Incident

Report incidents, assess potential breaches to monitor and improve coverage

CONTRACTS

Document Approvals

Guide users through document approvals & streamline intake, review and execution

INTAKE

Intake-to-Procure

Provide a self-service portal for employees to initiate a purchase or vendor request

workflow

Approval Workflows

Guide users through approval requests, streamline review and gain visibility

workflow

Vendor Risk Assessment

Decrease time on evaluating vendors by automating your vendor risk assessments

workflow

Modern Slavery Check

Automate manual checks for suppliers’ alignment to modern slavery laws & policies

CONTRACTS

Vendor Agreements

Generate bespoke & error-free vendor agreement reports in a matter of minutes

conracts

NDA Automation

Allow employees to self-serve the generation of compliant NDAs

INTAKE

Project Risk Register

Provide a single digital access point for the business to register risks

WORKFLOW

Security Risk Assessment

Automate the identification, estimation, and prioritization of risks to operations & assets

WORKFLOW

Data & Security Incidents

Report incidents, assess potential breaches to monitor and improve coverage

WORKFLOW

Innovation Risk Audit

Automate the risk mitigation and management of business innovation ideas

WORKFLOW

Automated Vendor Audits

Assess a vendor’s information security, risk level, and identify any control gaps

WORKFLOW

SOC2 Readiness

Assess the compliance of suppliers against SOC2 controls and generate reports

CONTRACTS

Employment Agreements

Automate employment agreements end-to-end - from intake, review to e-signature

AI ASSISTANT

HR Policy FAQ

Address policy inquiries instantly using AI or route to the relevant resource

INTAKE

Employee Self-Service

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

WORKFLOW

Employee Onboarding

Fast-track and streamline the onboarding experience for employees, managers and HR

CONTRACTS

Bulk Employment Letters

Meet deadlines and generate hundreds of personalized letters in just a few clicks

CONTRACTS

Job Description Generator

Enable managers to self-serve the generation of compliant job descriptions

WORKFLOW

Financial Risk Assessment

Automate the identification, estimation, and prioritization of financial risks

WORKFLOW

Automated Reports

Generate bespoke & error-free financial reports in a matter of minutes

WORKFLOW

ESIC Eligibility

Streamline eligibility assessments for ESIC tax concessions & receive tailored advice

WORKFLOW

Expense Approvals

Enable users to self-serve and efficiently lodge expense claims for approval

CONTRACTS

Sales Proposal Automation

Empower the sales team to self-serve the generation of proposals with ease

WORKFLOW

Accounts Payable Check

Automate the collection of matter and client management information for accounting

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

Trusted by leading companies worldwide

“Without the need for technical skills or the help of IT, Checkbox has enabled us to automate intake and triage, pre-populate significant volumes of information up front, and allocate matters to the lawyers with the right expertise and availability. It is a living, breathing tool we can scale and adapt easily to maintain a legal safety blanket for the business.”

Ben Langford

Group Counsel at Woolworths

60+

workflows automated across legal

Coca-Cola Europacific Partners

“The legal and people & culture teams have been able to focus on the people rather than the processes, whilst rolling out solutions organization-wide at a velocity that was unachievable previously.”

Richard Conway

Deputy Group General Counsel & Group Company Secretary at Coca-Cola

15+

documents automated per year across the business

“Our legal teams spend less time on menial tasks and more time on things that require their skills and expertise, and they get to spend more face-to-face time with business stakeholders to meet business deliverables.”

Denise Doyle

Legal Transformation Lead at Telstra

6,000+

hours saved per year for processes across legal

"We're no longer a roadblock to the business. Standardizing our processes with automation using Checkbox has allowed us to work on more complex business matters, making us a stronger business partner"

Georgia Petry

Legal Counsel at Xero

250+

documents automated in first implementation

No items found.

LEADING NO-CODE AUTOMATION SOFTWARE WORLDWIDE

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 sales@checkbox.ai

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 so we do not have to start from scratch?

Yes,Checkbox has a range of templates for common use-cases across legal, humanresources, compliance, IT and more, which you can get access to. Anyapplication built in Checkbox can also be exported with a single click toenable template sharing. Explore 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?

Checkboxis no code. Our completely visual drag and drop application builder means thatanyone, including those with no technical background can build their ownautomation and workflow tools without coding or IT knowledge. We have lawyers,HR, procurement, risk and compliance professionals, business analysts allbuilding 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.

Elevate value and strengthen partnership with the business