Matter Intake & Triage
& matter intake process end-to-end
Automate Intake and Triage Without Code
Streamline intake and route users to different resources based on process rules with full visibility of requests. Create self-help tools for repetitive, low complexity requests whilst maintaining control and visibility.
Free Up The Legal Team
Enable business users to quickly get the right legal information for their query without engaging a lawyer
Reduce Turnaround Time
Design self-service journeys for business users and shorten the queue for legal requests
Increase Visibility
Capture and report on legal activity that is otherwise not captured in offline conversations, calls and emails
Allow users to self-serve low-complexity advice and document generation
Utilize a no-code form builder that allows for complex rules and decision-tree logic to collect information and free up the legal team’s time to focus on high-value work
Automatically determine priority and risk weighting to legal requests
Use legal workflow automation and calculations to prioritize and direct requests to the correct resource or lawyer
Track the real-time status of requests and draw insights using dashboards
Gain visibility over legal requests and workflow statuses across the business to measure team impact and manage risk
Utilize Checkbox's all-in-one system to fit your existing tech stack
Save time spent on retrieving data and re-keying information from multiple systems by leveraging Checkbox's integration capabilities
Realize the Power of Matter Intake Automation
8,500+
hours saved per year
90+
minutes saved per request
3+
weeks for deployment
Join leading innovative legal teams
Trusted by enterprises worldwide, legal teams are using Checkbox to transform their legal operations and achieve winning outcomes
See Other Legal Use Cases
Empower legal teams to automate tedious manual processes and scale the delivery of legal services to the business using a simple no-code drag and drop builder
Non-Disclosure Agreement
Create an automated self-service NDA tool and facilitate the approval & signature process
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Document Execution Approval
Facilitate a digital approval process around the signing and execution of an agreement
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Self-Service Legal Advice & FAQ
Enable the self-service of standardized legal advice, automating escalation workflows and providing legal FAQ
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Get started with your legal automation journey
See how Checkbox fits in with your organization by contacting us and requesting a free demo
