Automating Legal Workflows - The Checkbox No Code Platform in Action

Webinar

Automating Legal Workflows - The Checkbox No Code Platform in Action

Watch Evan Wong demo Checkbox’s no code platform for legal intake, self service NDAs, approvals, e signature, matter management, dashboards, and compliance workflows.

00:39 Evan Wong intro; 100+ no-code projects across sectors
01:17 What is Checkbox? EPA—empower experts to build without IT
02:30 Legal workloads rising; resourcing flat/down → bottlenecks
03:40 Effects: low-risk volume work, shadow risk, scale challenge
04:12 IT as transformation bottleneck; why no-code for legal
05:07 Platform components: docs, workflow, forms, decisions, data, BI
06:10 Core use cases: intake/triage, self-service advice, approvals, gen
07:22 Demo setup: sales rep, portal/Teams entry
07:56 Service menu + tooltips; choose NDA path
08:59 Draft vs review; self-serve NDA flow overview
10:02 Smart forms; ABR lookup/ABN autofill (Coca-Cola)
11:14 Alias “Coke”; contact details (John Sanders)
12:17 Agreement details; dropdown vs “Other” purpose
13:21 Threshold rule: $50M triggers legal review escalation
13:56 Adjust to $5k + trade secrets; audit trail preview
15:09 Generate NDA; dynamic fields, headers/footers, clauses
16:18 E-signature handoff (DocuSign) with prefilled signers
17:29 Matter management integration; auto-created matter + metadata
19:08 Dashboards: front-door volumes and top request types
19:43 Drill-downs: trade secrets vs purpose; trends over time
20:14 Configure charts/filters/time ranges—no code
20:45 Repositories & audit trails; e-sign envelope statuses
21:16 Risk/Compliance views: SLAs, stages, owners
22:30 Drag-and-drop Studio: add yes/no “employee” gate
23:46 Route logic, alternative link; live preview run
25:04 Q&A: save to iManage/NetDocs; email-to-folder; JS API calls
26:12 Q&A: multi-revision approvals via document-execution workflow
27:20 Handles complex logic; invite deeper demo
27:52 Poll/CTA for consults; contact options
28:53 Q&A: time metrics; CSV export; direct Power BI feed

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