Report

Legal Dashboard &
Analytics Software

A powerful solution that combines dashboards, reporting, and analytics to help in-house legal teams track performance, get clear insights, and make better decisions.

Trusted by leading legal teams, globally

Constant visibility on matters and workflows

Gain insight on all legal work from intake to reporting

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Features for control and scalability

Custom Statuses, Fields & Boards

Create matters with custom configurations to track key legal information across your legal dashboard platform.

Linked Inboxes

Connect documents and email threads so you can retrieve information quickly across legal workflows.

Configurable Views

Track legal matters by category, status, or priority using a flexible legal dashboard template.

Databases

Strengthen digital workflows by updating and managing data from a shared legal operations dashboard.

No-Code Process Mapping

Visually map legal workflows with intuitive, drag-and-drop tools that support your specific legal operations.

Complex Workflows

Support linear, parallel, and trigger-based workflows that mirror complex processes in legal departments.

Customizable Reports

Build your own legal analytics dashboard with tailored charts, graphs, tables, and team-specific metrics.

Template Reports

Report on standard metrics quickly with ready-to-use reports powered by legal reporting tools.

Analytics and Trends

Track key trends like matter volume, status, and type over time with legal analytics software.

Automated, real-time data at your fingertips

Leverage visibility to make data-centric decisions

Spot bottlenecks, optimize resources, and support better decision making with real-time legal analytics built right into your legal dashboard.

Streamline collaboration for a single source of truth

Track conversations, notes, and tasks using a centralized legal reporting tool that keeps your team aligned at all times.

Enable advanced reporting straight out of Checkbox

Work, track, and report from single, centralized legal reporting software. 

Dynamic Duo: Intake and Reporting

View trends & analytics for strategic decision-making

Connect intake with your legal analytics dashboard to understand volume, status, and trends using legal reporting tools.

Connect intake data with the Checkbox AI Chatbot

Monitor conversations through your AI legal intake chatbot to identify trends, frequent requests, and service gaps.

View the status of matters with automatic intake

Centralize intake and matter tracking in one matter dashboard to manage and report with ease.

Explore legal service hub solutions

AI Legal Front Door

Create a portal for the business to easily submit requests and access legal services.

Checkbox AI Legal Front Door with matter management dashboard and app integrations for legal request intake

Email Intake

Automate the intake, triage, and assignment of requests from email.

In-house legal software example of email-to-request workflow with automated legal triage

Slack Intake

Automate and centralize the intake, triage, and assignment of requests from Slack.

Slack intake integration in Checkbox in-house legal software showing automated legal request handling via chatbot

Microsoft Teams Intake

Automate and centralize the intake, triage, and assignment of requests from Teams.

In-house legal software handling contract approval workflows through Microsoft Teams chatbot

Forms Intake

Use intelligent forms across your preferred channels to capture & organize requests.

Checkbox legal ops software capturing legal support needs through smart forms

Matter Management

Centralize all matters, documents, approvals, & conversations for a single source of truth.

Legal matter dashboard in enterprise legal ops software with sorting by type and status

Non-Disclosure Agreement

Streamline the entire contract lifecycle to accelerate and secure deals faster.

Checkbox platform NDA tool for managing agreement details, review, and submission

Service Agreement (MSA)

Streamline the entire contract lifecycle to accelerate and secure deals faster.

In-house legal ops dashboard for streamlining service agreements through sales pipeline automation

Contract Approvals

Streamline the entire contract lifecycle to accelerate and secure deals faster.

In-house legal platform showing contract document editing and sidebar with approval workflow details

Trademark Clearance

Streamline the submission, review and clearance of trademarks.

In-house legal software form for submitting and reviewing new trademark requests

Marketing Material Review

Streamline the submission and review of marketing materials.

In-house legal platform for submitting and reviewing marketing content for compliance

Stock Clearance Requests

Streamline the submission, review and clearance of stock.

In-house legal software interface for submitting stock clearance requests with transaction and financial details

Sales Contracts

Streamline the entire contract lifecycle to accelerate and secure deals faster.

Checkbox legal platform generating sales contracts from synced Salesforce opportunities

Non-Disclosure Agreement

Streamline the entire contract lifecycle to accelerate and secure deals faster.

In-house legal platform automating NDA workflows with integrated CRM and approval steps

Conflict of Interest

Streamline the submission, assessment, and management for conflicts of interest.

Conflict management workflow in legal ops software showing structured intake and review steps

Trademark Clearance

Streamline the submission, review and clearance of trademarks.

Legal workflow form for trademark clearance with IP query and multi-step submission

Gifts & Entertainment

Leverage an AI legal assistant to transform your static gifts and entertainment policies.

Slack-based AI assistant in legal software advising on company gift policy and thresholds

Travel Requests

Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.

Employee email to AI legal assistant for travel compliance guidance powered by Checkbox In House legal software

Legal / Policy FAQ

Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.

AI legal assistant responding to internal policy and legal queries in Microsoft Teams

Gifts & Entertainment

Leverage an AI legal assistant to transform your static gifts and entertainment policies.

In-house legal assistant transforming static gift policies with automated responses in Microsoft Teams

Employee Benefits

Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.

Legal AI assistant helping with onboarding and employee rights questions in a Gmail thread

Travel Requests

Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.

Travel policy inquiry handled by AI legal assistant via Gmail interface

Privacy Policy

Use an AI legal assistant to streamline privacy policy creation and communication.

AI-powered legal assistant streamlining privacy policy responses in Slack workspace

Security Policy

Use an AI legal assistant to streamline security policy creation and communication.

AI legal chatbot in Slack providing information on company security protocols
Richard Conway, Deputy General Counsel at Coca-Cola Europacific Partners, shares how Checkbox automated manual legal tasks and improved usability for their 180+ person legal team.
Richard Conway
Deputy General Counsel& Corporate Secretary

Balancing capability vs. ease

Jim Gray, VP of Global Legal Operations at SAP, shares how Checkbox streamlined approvals, compliance, and efficiency across their 400+ legal team.
Jim Gray
VP, Head of Global Legal Operations

Solving enterprise complexities

Linh Duong, Senior Legal Counsel at Invisalign, highlights global deployment of AI-powered legal workflows and strong ROI from early pilots.
Linh Duong
Senior Legal Counsel

Deploying AI globally

Sam Bailey, Senior Legal Counsel at Air New Zealand, shares how Checkbox delivered a seamless solution for managing legal operations across a large, complex organization.
Sam Bailey
Senior Legal Counsel

Seamless for a large organization

Frequently Asked Questions

If you have any further questions, Get in touch with our friendly team.

How does Checkbox’s legal dashboard differ from other legal reporting tools?

Checkbox’s legal dashboard is purpose-built for in-house legal teams, combining intake, matter management, and reporting in one place. It replaces standalone analytics with real-time insights tied directly to your legal workflows.

What kind of data can be tracked and visualized in Checkbox’s legal analytics platform?

You can track request volume, matter types, resolution times, team workload, and more. This gives legal teams a clear view of their overall performance and impact.

Does Checkbox integrate with tools like Microsoft Teams, Slack, or Salesforce for intake data?

Yes, Checkbox integrates with Teams, Slack, Salesforce, email, and more, so legal can capture intake from wherever the business works.

Is Checkbox’s legal analytics dashboard suitable for enterprise legal departments?

Yes, Checkbox is built to scale and handle complex reporting needs for large, high-volume legal teams.

Is the data in Checkbox’s legal dashboard secure and compliant with privacy standards?

Yes, Checkbox is fully compliant with major data privacy standards like GDPR and SOC 2, with strong encryption and access controls to keep your data safe.

Streamline your services and scale your impact with the business