Webinar

BlueScope: Delivering Global Business Value with Legal Workflow Automation

Watch Amy Mann and Josh Simon share how their legal team adopted Checkbox, starting with smart NDA automation, improving usability, scaling globally, and building quick triage apps.

00:06 Welcome, agenda, speakers (Amy Mann, Josh Simon)
01:34 Kickoff; intros handoff
02:15 Amy intro: role, global footprint, Checkbox involvement
02:49 Josh intro: paralegal & “Checkbox power user”
03:54 Team structure: ~60 legal staff; local vs corporate (Melbourne)
05:05 Why automation: “smart solutions,” transformation, capacity
06:37 Tool selection: low-code/no-code; learnable in a day; pilot remit
08:53 Non-coder friendly: Checkbox vs Flow; “sweet spot” of power & ease
10:00 Why not full-code: reduce barrier, avoid specialist devs
11:11 “Seeing is believing” — NDA chosen as first use case
12:12 From fill-in template → smart NDA; obligations by direction, sensitivity, party type
14:58 Plain-language UX: rewording for business users
16:31 Benefits: link instead of drafting; reduce context switching; standardization
18:34 Single source updates: change once, everyone gets it
19:41 Live demo: landing page, logo, “3–5 mins” guidance
21:24 Stakeholder pushback → add “notify group” + “contact legal rep” steps
23:04 Routing: external vs internal; disclosing vs receiving; progress timeline
24:13 Entity picker auto-fills ABN & address
25:28 Dynamic naming & contextual tips (e.g., “OB” short name)
26:43 Project details; warnings page varies by selections
28:15 Clarification: legal still negotiates; app just generates the NDA
29:15 Generated doc: highlights to review; signature blocks adapt to party type
31:56 Studio view: add radio button + email alert in minutes; swap templates
34:55 What’s next: global rollout; local apps; change management
37:10 Quick legal triage app built in under an hour
38:46 Advice (Amy): slow down to speed up; design for users & value
41:00 Advice (Josh): map processes; target non-value-add steps

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