Tour the Checkbox Platform

Explore how AI-powered intake, matter management, and reporting works.

Watch Demo
Take a Tour
Integrations
IRONCLAD LEGAL SOFTWARE

Checkbox + Ironclad:
Dynamic duo for complete legal visibility

Connect your Ironclad CLM to get a complete view of both contract and non-contracting requests

Try Checkbox

Trusted by leading legal teams, globally

The Problem

CLM + Intake.
The Missing Piece for Legal.

CLMs offer clear oversight of contract requests, but everything else—compliance reviews, policy approvals and risk assessments, lacks structure and visibility. It’s time to bring that clarity to all legal work.

01

Manual and disconnected work

Legal teams are left managing non-contracting work manually through a patchwork of emails, spreadsheets & makeshift solutions with their CLM or company’s project management tools.

02

Governance and confidentiality risks

Emails, spreadsheets and project management tools aren’t designed for sensitive legal data security or regulatory compliance. Crucial audit trails and decision logs can easily be lost and exposes more risk.

03

No tracking & reporting beyond contracts

Without data on non-contracting work, GCs lack full visibility over legal. Reporting is incomplete, decisions are reactive and opportunities to optimize resources & demonstrate impact are missed.

The Solution

Capture all legal requests, both contracting and non-contracting

Automate Intake

Automatically create matters, answer FAQs and route to self-service tools

Capture the Full History

Track every action and update from email & other channels with a full audit trail

Track all Legal Matters

Sync with your Ironclad CLM and get a complete record of requests & statuses

Get Real-time Reports

Gain insights on key metrics on request volume, type and turnaround times

Let lawyers be lawyers

In our dream world, lawyers work exactly the same as they always have. Checkbox is the icing on the cake that provides the visibility and reporting that GCs need.

Explore Platform

01

Sync matters from the channels lawyers are already working in

Lawyers can remain working in the systems that suit them, while Checkbox gleans the necessary information to keep GCs and legal ops in-the-know. Seamless sync across  channels allows intake and matter management to be effortless. No more manual admin.

02

Gain the insights and data you need to supersize the legal team

With end-to-end matter tracking, a new depth of insights can be found with Checkbox’s reporting capabilities. Enable a clear overview and report over legal team performance to effectively communicate legal’s value to leadership.

Connect your legal tools with Checkbox as your source of truth

Communication
Slack

Capture Slack messages into complete matters

Communication
Gmail / Outlook

Automate matter tracking and self-service on email

Communication
Salesforce

Create contracts and auto-sync key CRM data

Frequently Asked Questions

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

What is Checkbox?

Checkbox is the legal intake and automation software for teams to manage all work from intake to reporting.

With growing legal demand but not enough resources to sustainably support it, Checkbox helps legal teams drowning in requests to respond to and track matters more efficiently.

Checkbox automates manual processes, tracking and data capture in the background, allowing legal and business teams to gain visibility without changing how they work.

That way, legal teams can spend less time on manual admin and change management and more time on driving legal’s value to the business.

Why should I integrate Checkbox with my existing tools?


Integrating Checkbox with your existing legal tech stack helps eliminate manual admin and create a seamless workflow.

By automating intake, document handling, approvals, and data entry, legal teams can reduce back-and-forth between systems while maintaining a single source of truth for all matters, decisions, and approvals.

Does Checkbox’s integrations support a one-way or two-way data sync?


Many Checkbox integrations support two-way synchronization, meaning data flows both into and out of Checkbox in real time.

For example, when a legal request is created through Slack, it is automatically logged in Checkbox and any updates—such as status changes or approvals can be pushed back to Slack.

Similarly, with contract lifecycle or e-billing platforms, key data such as contract statuses or legal spend can sync directly into Checkbox for better tracking. This ensures all systems remain up to date without requiring manual data entry, improving efficiency and accuracy.

How do I set up an integration with Checkbox?

Setting up an integration with Checkbox is straightforward and can be done through the platform’s settings in a matter of minutes. Many standard integrations, such as Slack or DocuSign, can be enabled with a few clicks using API keys or OAuth authentication.

For more complex or custom integrations, pre-built connectors or webhooks and REST APIs can be used to integrate with any other system.

Can I integrate Checkbox with a tool not listed?


Yes, the integrations listed on the website are not the full list of integrations. If Checkbox doesn’t have a native integration for a specific tool, there are multiple ways toconnect it where Checkbox offers API and webhook capabilities for custom integrations.

If you need guidance on setting up a custom integration, Checkbox’s team can help with best practices andtechnical support.