Reimagining Intake and Matter Management with AI

Watch how Checkbox’s legal front door and AI-powered intake simplify requests, automate workflows, integrate CLM, manage matters, and deliver analytics for smarter in-house legal operations.

  • 01:14 Checkbox Mission – No-code journey to shift legal teams to higher-value work.
  • 03:04 Early Use Cases – CLM, risk assessments, breach reporting, and intake.
  • 06:26 Customer Results – Telstra, Invisalign, and Woolworths success stories.
  • 07:39 Expanding Beyond Automation – Intake and matter management complete the model.
  • 08:56 Legal Services Hub – Intake, self-service, automation, and matter management.
  • 10:39 AI Chatbot in Action – AI answers contract queries and triggers workflows.
  • 17:36 NDA Workflow Demo – Check existing contracts, generate NDAs, avoid duplicates.
  • 23:59 Counterparty Collaboration – External sharing, stage gates, pre-approved changes.
  • 26:53 Redlining & Negotiation – Built-in editing, version control, and negotiation.
  • 29:53 End-to-End Execution – NDA automation through to e-signature in DocuSign.
  • 30:35 Contract Review with AI – AI extracts key terms from third-party agreements.
  • 33:49 Linking to Workflows – Use extracted data to trigger approvals and routing.
  • 35:06 Matter Management Integration – Auto-create matters with priority and assignment.
  • 38:29 Collaboration & Knowledge Sharing – Centralized notes, files, and audit trails.
  • 41:08 Dashboards & Reporting – Track workload, resourcing, and legal performance.
  • 43:29 No-Code Flexibility – Drag-and-drop builder for workflows and intake.
  • 44:47 Key Takeaways – AI-powered intake, automation, review, and matters.
  • 45:18 Q&A – Audience questions on DMS and AI guardrails.
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