Webinar

Legal Intake & Triage Demo

Watch how Checkbox’s intake and triage portal streamlines legal requests with routing, self service apps, ABN lookups, dashboards, and prioritization to boost efficiency.

00:01 Intro (Min); what Checkbox is (no-code forms, workflow, doc gen)
02:06 Why triage: how business users contact legal & pain points
04:20 Common request types (docs, reviews, advice, CoSec, etc.)
05:55 Lawyer pain points: uneven load, low-value work, hard-to-find resources
06:59 Scale: request volumes from ~1k to ~60k/yr
07:30 What the intake/triage tool does (aggregate, prioritize, route)
08:11 Launching the Legal Requests portal & scope page
08:42 Topic chooser (by BU & request type) + “tips” side panel
09:55 Data breach path → auto-route to NDB self-service app
11:08 Contract generation path → NDA app
11:51 ABN lookup integration; capture counterparty details
12:33 Risk/threshold inputs (e.g., M&A value, new client)
13:07 High-priority auto-escalation to legal (email alert)
13:43 Lawyer notification email + attached draft; low-risk stays self-serve
14:51 Native dashboard: topics, contract types, statuses
15:27 Studio overview: tree from intake → practice areas/BUs
16:02 Adding an “Urgent?” yes/no gate; routing options (email, RMS, other apps)
16:49 Previewing the updated user flow
17:25 Roles: ops lead + practice leads; collaborate on content
18:00 Map inputs (common requests) & structure the tree
19:02 Map outputs: KB/self-serve, automation, or lawyer/matter mgmt
19:38 Benefits: visibility, staffing allocation, focus on high-value work
21:20 Savings model: conservative hours → $$ per year
21:57 Change considerations for users & lawyers; communicate benefits
22:30 Risk ownership shifts to business for self-serve outcomes
23:05 Work allocation models (practice vs satellite competencies)
23:36 Integrations: matter mgmt, DMS, data viz
24:42 Free trial; triage template included; next webinar
25:47 Q&A—prioritization: passive (tree) & active (weights/logic; via MM system)

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