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
Webinar

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