Webinar

Align Technology's Legal Operations Journey with No Code Automation

Watch Align Technology’s legal ops team share how they scaled no code automation with Checkbox, streamlining NDAs, matter intake, trademarks, risk tools, integrations, and global adoption.

00:04 Intros — Evan (Checkbox), Julie (Sr. Mgr Legal Ops), Anel (Trademark Counsel + Ops)
01:22 Who is Align Technology (Invisalign, iTero); roles in legal ops
02:00 Legal Ops maturity: from 1-person to a team; mandate to modernize
02:30 Julie’s background: law firm finance → in-house ops (3 public companies)
03:07 Anel’s background: coder + lawyer; automation mindset
04:16 Why automation: global assessment → low/no-code prioritized
06:41 Low-code vs no-code; picking tools legal can own; Checkbox + light JS
08:28 Why not ServiceNow alone: IT queues slowed simple changes
10:15 First big win: NDA automation (non-technical builder)
10:55 Results: 261 in-progress, 137 complete; only 5–7% go to redline
11:33 Pain with legacy CLM → shift NDAs to no-code flow
12:13 Scaling NDAs to LAM/EMEA; multi-language
12:53 Pipeline: ~38 apps; services agreement; material-contract calculator
14:06 Litigation risk tool: 6 factors → traffic-light dashboard
15:21 Other uses: trademark name clearance; matter intake
16:55 Live demo: matter-intake app (branching logic)
18:23 Capturing matter basics; link to patent system
19:01 Sourcing trigger (> $100k) auto-alerts procurement
20:08 Auto-populate cost center/practice group; country list
21:21 eDiscovery/hold setup via integration
22:08 Asana integration (quick JS); reusable pattern
22:47 Assign task, create matter, feed back IDs
24:21 Auto-email to requester with links; follow-up task
24:57 Build notes: API was clunky → shipped v1 with Asana; few days total; process first
27:25 Scaling model: regional legal-ops liaisons; author access to prototype
29:16 NDAs go viral → other teams (Comms, Compliance) adopt
31:20 Culture: CLO mandates efficiency changes before headcount
33:10 Advice: progress > perfection; ship v1 even with manual handoffs
35:23 Team impact: builders love it; bigger leverage than 1-by-1 work
37:29 Next step: dedicated builder; train-the-trainer; law-student dev trial
40:38 Q&A: No-code vs e-billing/MM (use as “light” + integrate)
42:09 Future idea: accruals collection via no-code

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