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AI Legal Assistant &
Chatbot Software
Improve deal velocity and deliver faster solutions with an AI legal assistant that answers questions, triages requests, and provides instant legal support through a smart legal chatbot.
Trusted by leading legal teams, globally
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Meet the business where they are
Allow employees to submit legal questions and requests via email and receive instant help from your AI legal assistant.
Connect your system with Slack so employees can get on-the-spot legal guidance with your legal chatbot right where they’re already working.
Plug your legal AI assistant into Teams so users can submit requests, search FAQs, and check their request status in one conversation without leaving the app.
Embed your AI legal assistant directly into your intranet or help portal so employees can access self-service to request legal help 24/7.
Navigating the Challenges of Legal Support at Scale
As legal teams get busier, they spend a lot of time answering the same questions and handling routine requests. Without an AI legal assistant or chatbot, high priority requests are delayed, important information is hard to find, and legal tasks slow the business down instead of helping it move forward.
01
Repetitive Questions Drain Legal’s Time
Legal teams often waste hours answering the same policy, contract, or process questions. Without a legal AI chatbot, lawyers are forced to spend their time on basic support tasks, rather than on impactful, strategic work.
02
Slow Responses Undermine Confidence
When employees can’t get answers quickly, they lose trust in legal and turn to gut feeling or outdated advice. A smart AI legal assistant delivers instant, accurate responses that reduce backlogs and restore credibility.
03
No Data, No Insights
Without a centralized legal chatbot assistant, teams lose sight of query types, volume, and trends. This makes it hard to pinpoint gaps, measure demand, and report on legal’s business impact.
Serve up-to-date and compliant responses at scale
Connect your company policies & playbooks
Teach your AI legal assistant about internal policies, playbooks, and legal guidelines so answers stay accurate, compliant, and aligned.
Provide Instant Legal Responses
Give employees real-time answers where they already work with a legal chatbot embedded in email, Slack, Teams, or your company portal.
Triage and Escalate Legal Requests
Automatically route requests based on type and urgency to the right tool, person, or workflow to reduce delays and replace manual triage.
Monitor Chatbot Conversations
Track, capture, and audit every legal chatbot interaction to measure accuracy, user satisfaction, and service reliability.
Analyze Chatbot Trends and Performance
Obtain data from your AI legal assistant to identify trends, resolution rates, and areas to improve legal service delivery.
Features for control and scalability
Custom Statuses, Fields & Boards
Leverage Generative AI to automatically respond to incoming requests/queries using policies & playbooks.
Linked Inboxes
Connect emails and documents automatically so you can search & retrieve information quickly.
Configurable Views
Track all your legal matters by category, status, priority or in any way you want to work.
Databases
Create, retrieve and update data from a shared data source to use for your digital workflows.
No-Code Process Mapping
Create digital workflows by visually mapping the steps and flow of activities within a specific legal process.
Complex Workflows
Facilitate linear, parallel, and trigger-based workflows that closely emulate your real-life processes.
Customizable Reports
Create your own reports and visualization fit for your team’s unique metrics and fields.
Template Reports
Leverage our ready-to-use legal reports to measure industry standard metrics and implement faster.
Analytics and Trends
Use analytics to see trends into matter volume, status and type to identify seasonality and capacity gaps.
Elevate how business interacts with legal
Provide legal help exactly when it’s needed
Let your AI legal assistant answer employees directly in Slack, Teams, Gmail, or your intranet. Support is fast, accurate, and convenient.
Offer an interactive and personalized experience
Connect users with a legal chatbot that understands context and can converse naturally so that support feels as easy and approachable as checking in with a member of your team.
Route queries to workflows, processes or people
Automatically direct employees to the exact forms, legal experts, or steps they need to get approvals, generate NDAs, submit requests, or escalate issues.
Intake reimagined with AI
Address requests and queries automatically
Let your AI legal chatbot provide instant, policy-based responses to employee questions and legal requests.
Create and populate matters automatically
Use AI to auto-generate and pre-fill matter records from incoming messages or emails to save time and eliminate repetitive data entry and reduce human error.
Categorize and route requests intelligently
Rely on AI-driven text classification and confidence scoring to automatically triage and route legal requests to the right team, tool, or process.
AI Legal Front Door
Create a portal for the business to easily submit requests and access legal services.
Slack Intake
Automate and centralize the intake, triage, and assignment of requests from Slack.
Microsoft Teams Intake
Automate and centralize the intake, triage, and assignment of requests from Teams.
Forms Intake
Use intelligent forms across your preferred channels to capture & organize requests.
Matter Management
Centralize all matters, documents, approvals, & conversations for a single source of truth.
Non-Disclosure Agreement
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Service Agreement (MSA)
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Contract Approvals
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Trademark Clearance
Streamline the submission, review and clearance of trademarks.
Marketing Material Review
Streamline the submission and review of marketing materials.
Stock Clearance Requests
Streamline the submission, review and clearance of stock.
Sales Contracts
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Non-Disclosure Agreement
Streamline the entire contract lifecycle to accelerate and secure deals faster.
Conflict of Interest
Streamline the submission, assessment, and management for conflicts of interest.
Trademark Clearance
Streamline the submission, review and clearance of trademarks.
Gifts & Entertainment
Leverage an AI legal assistant to transform your static gifts and entertainment policies.
Travel Requests
Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.
Legal / Policy FAQ
Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.
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Gifts & Entertainment
Leverage an AI legal assistant to transform your static gifts and entertainment policies.
Employee Benefits
Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.
Travel Requests
Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.
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Privacy Policy
Use an AI legal assistant to streamline privacy policy creation and communication.
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Security Policy
Use an AI legal assistant to streamline security policy creation and communication.
Connect your legal tools with Checkbox as your source of truth
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Checkbox the technology of choice for legal teams
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Balancing capability vs. ease
“We have automated a number of previously manual or error prone tasks quickly using Checkbox where larger, less flexible incumbent systems could not. They hit the right balance between functionality and user friendliness.”
Legal Team Size: 180+ | 20,000+ Employees
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Solving enterprise complexities
“If it works at SAP, it can work anywhere. With Checkbox, we replaced complexity with clarity - automating approvals, enforcing compliance, and saving time every day.”
Legal Team Size: 400+ | 100,000+ Employees
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Deploying AI globally
“The results speak for themselves. We’re now ready to globally deploy AI-powered legal workflows, and we’re already anticipating a major return on investment from our initial pilots”
Legal Team Size: 85+ | 10,000+ Employees
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Seamless for a large organization
“Checkbox has just been incredibly seamless. That's not easy to achieve when you've got so many moving parts, especially within a large organization where attention and resources are being dragged in every direction.”
Legal Team Size: 65+ | 10,000+ Employees
Frequently Asked Questions
If you have any further questions, Get in touch with our friendly team.
What types of legal queries can the AI legal assistant handle?
Checkbox’s AI legal assistant can handle the types of questions your lawyers already know the answers to, e.g., NDAs, contract reviews, policy questions, and legal intake. It relies on your internal sources and rules, not external data, so responses stay accurate, safe, and aligned with your legal team’s guidance.
Can the legal chatbot integrate with platforms like Slack, Teams, and email?
How is the chatbot trained on our internal policies and documents?
You can upload internal documents, templates, and policies directly into Checkbox, allowing the chatbot to reference them and respond accurately. It continuously learns and stays up to date with your content as it evolves.
Can the AI assistant escalate complex legal issues to a human team member?
Yes: If the assistant detects a request that’s too complex or sensitive, it can escalate the matter to the right legal team member. This minimizes risk and ensures solutions are handled properly and thoroughly.
Is the legal chatbot secure and compliant with data privacy standards like GDPR or SOC 2?
Yes, Checkbox is built with enterprise-grade security and is fully compliant with major standards like GDPR and SOC 2. Your data is encrypted, controlled, and never used to train external models.
How does Checkbox’s AI legal assistant compare to generic chatbots or AI tools?
Unlike generic tools, Checkbox’s AI legal assistant software is purpose-built for legal teams, with deep integration into legal workflows, triage, and matter management. It offers context-aware responses, automation, confidence scoring, and routing which makes it far more than just a Q&A bot.