Document Workflow Execution - Legal Automation Demo

Webinar

Document Workflow Execution - Legal Automation Demo

Watch how Checkbox’s Document Execution Workflow app streamlines approvals and signatures by guiding business, legal, finance, and executives through an automated end-to-end process with dashboards.

00:00 Intro & agenda: document execution workflow app
00:30 About Checkbox: no-code automation for legal
01:29 Customers & verticals overview
02:03 Focus: document execution / Delegations of Authority
02:33 What the process is; why automate; three-party flow
03:35 Poll: how teams manage execution today
04:35 Poll results & improvement priority
05:06 Linear process: business → review → signature
06:06 Pain points intro: interfaces create errors
06:37 Business-user pain: who reviews, thresholds, escalation
07:41 Reviewer pain: missing context; no audit trail; double-ups
08:38 Signatory pain: unsure if reviewed; cover-sheet overhead
09:05 Solution: Document Execution Workflow app
09:39 Demo preface: varies by approval matrix
10:11 Start demo as business user
10:39 Access via portal; landing page & checklist
11:14 Perspective indicator (top-bar) explained
11:48 Enter agreement details; threshold tips
12:49 ABN lookup autocompletes counterparty
13:25 Financial impact routes to Finance
13:56 Upload agreement; preview approvers/signers; notifications
14:59 Switch to Legal: reviewer landing summary
16:31 Legal actions: approve / send back / reject; track changes
17:43 Legal approval with comments for Finance
18:55 Finance stage; can send back to Legal or business
19:53 Finance sign-off; prior legal approval noted
20:24 Signatory phase: CEO & CFO; e-sign or upload
20:57 CEO signs & uploads (optional admin check)
21:29 CFO signs & uploads
22:03 Completion: back to business user with signed copy
22:36 Dashboard overview: volumes, stages, submissions
23:42 Redirect reviewers; manual/auto reminders
25:14 Wrap-up; Q&A follow-up
25:42 Free trial + setup guide; “build in a day”

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