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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