Webinar

How to Identify the Right Legal Processes to Automate

Watch this session on starting legal automation, showing how Checkbox streamlines intake, guidance, and NDAs with no code workflows, approvals, e signature, and dashboards.

00:36 “Where do we start?”—common question from GCs
01:40 Remote work catalyzed digital transformation
02:14 Budgets up, confidence down—only 9% feel confident
03:18 Focus: how the business engages Legal (not just Legal’s tools)
03:53 3 top use cases: intake/triage, quick guidance, document self-serve
04:28 Ratio reality: ~1 lawyer : 400 employees
05:27 The “chokehold”: Legal as sole risk steward → bottlenecks
06:33 Work mix: high-volume, low-risk matters clog capacity
07:37 NDA example—document journey = many stage gates
08:44 Without tracking, lawyers become project managers
09:20 Business impact: delays = revenue drag
09:53 Why start with workflow automation (vs point tools)
10:57 Surprise ROI: retention & junior development
11:32 Summary: pick processes that save time across the business
12:39 About Checkbox—no-code, built for Legal
13:45 Customers & partners (Coca-Cola, Telstra, PwC NewLaw, Sequoia)
14:18 End-user demo: Legal Services “digital concierge”
15:54 Choosing a service; tooltips guide non-lawyers
16:54 NDA generator: ABR lookup auto-fills entity data
19:01 Risk thresholds route approvals (value-based logic)
21:03 Audit trail & inline edits before submission
22:05 Auto-generated NDA (dynamic clauses/footers)
23:41 One-click e-signature via DocuSign/Adobe Sign
25:20 Tracking: signer status, cycle time, dashboards

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