How to Identify the Right Legal Processes to Automate

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

Timestamps