Webinar

Telstra: Discovering the Art of the Possible with Legal Service Automation

Watch Telstra’s Scott Smoy share how the legal team uses Checkbox for NDA automation, intake, approvals, advice workflows, and change management to scale impact.

00:02 Intro & guests (Evan; Scott Smoy—Telstra)
00:45 LinkedIn quote; “roles that didn’t exist” setup
01:15 Scott’s background: lawyer (20 yrs), 10 yrs in-house at Telstra
02:21 Role scope; no CS background—curiosity led to tech
02:52 SEAL org = Sustainability, External Affairs & Legal; team makeup
03:51 Why this session: “art of the possible” beyond the why
05:28 Lawyers as cost center; limited IT; Checkbox is approachable
06:49 Live Q&A housekeeping
07:24 Telstra’s journey: management buy-in; incremental start
08:39 Centralized small team; importance of maintenance
10:10 Toolset: O365, matter mgmt; pick the right tool per job
10:44 What Checkbox solves: doc automation, process, tailored info/advice
11:28 NDA automation; support hub; hold boundaries (“no re-absorbing”)
13:11 Other low-complex agreements; criteria for doc automation
14:17 Not just contracts—other generated docs too
14:56 Process automation: legal intake/triage; “front door” shift
16:35 Approvals/payments use cases; COVID payment-assistance example
17:09 Mapping variables to assistance outcomes
18:18 Sales one-pager output; quick rule updates; built in an afternoon
20:01 Automating advice/info: product exit checklist; scenario testing
22:04 Marketing “disclaimer blocks” automation; reduce legal review
24:12 Recap: beyond docs → process & advice
25:12 Q: Most useful Checkbox functions? Forms, routing, doc gen
27:35 Start with docs, then broaden; think in processes
28:42 Q: Client reaction to intake? Culture/process change > tech
31:55 Change-mgmt lesson: explain “what’s in it for them”
33:12 Q: CRM/ERP integration? Not yet; integrated with matter mgmt
36:02 US trend: integrations as “connective tissue”; enterprise complexity
38:44 Q: Allocation model—granular service catalog; queue pickup + sweeps
42:30 How to start: small wins, momentum, measure, then seek buy-in
44:55 Use metrics to get resources; scale with a dedicated team
47:03 Startup analogy for building the program

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