Webinar

Reimagining Contracts and Matter Management with AI

Watch how Checkbox’s AI legal hub transforms intake, contracts, and matters with automation, streamlining NDAs, reviews, approvals, e-signatures, reporting, and no-code workflows.

00:01 Intro & demo focus (AI for contracts + matters)
01:48 Checkbox background: no-code legal automation
03:04 CLM use cases: requests, approvals, e-signature, negotiation
04:18 Risk assessments: scoring & RAG routing
05:27 Breach reporting & regulated workflows
05:58 General legal requests (IP, marketing review)
06:26 Customer outcomes (Telstra, Invisalign, Woolworths)
07:06 Why automation needs intake + matter management
08:17 “Legal Services Hub” = intake, automation, matters
09:27 Operating model: channels → AI/Workflow → Matters
12:30 Teams demo: ask legal for help in chat
13:46 Clarifying questions via AI (low-fidelity queries)
14:23 DOA policy answers + launch approvals workflow
16:19 “Do I need an NDA?” AI guidance + start NDA tool
18:39 Best practice: check for existing agreements first
20:27 Open existing NDA from SharePoint (avoid duplicates)
21:35 No existing NDA → generate new (ABN lookup autofill)
23:20 Draft generated: dynamic clauses & parties
23:59 Email counterparty from workflow (stage-gated)
25:06 Pre-approved edits (entity, signer, governing law)
26:16 In-app redlining: edit, comment, track changes
27:27 Version history & acceptance/rejection of edits
28:37 Send to DocuSign/Adobe Sign directly
29:53 Contract review intake (third-party paper)
31:11 AI term extraction (party, dates, value, etc.)
32:30 Parse values from tables (e.g., sponsorship fee)
33:14 Drive approvals/workflow from extracted metadata
34:25 Escalate to lawyers: create a matter automatically
35:06 Matter created/assigned without data entry
36:18 Priorities/status rules & full customization
36:51 Matter fields pre-populated from intake/AI
37:57 Email audit trail & internal notes in one place
38:58 Centralized file management per matter
39:29 Knowledge reuse: find past similar matters
40:00 Filters & workload views (priority, assignee)
41:08 Dashboards: volume vs headcount narrative
42:23 Drill-downs & custom report builder
43:29 No-code builder: drag-and-drop workflows
44:09 Live preview of flows (branching demo)
44:47 Q&A begins
45:18 DMS integration via workflow
45:49 Reviewing AI answers & recommended scope
46:26 Examples: inbox monitoring & policy Q&A

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