Reimagining Contracts and Matter Management with AI

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

Timestamps