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”
Webinar

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