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)