INTEGRATIONS · SLACK LEGAL INTAKE

Checkbox + Slack: Where Legal Work Happens.

Automatically turn Slack messages into matters on Checkbox, complete with history, assignment and more.

Legal professional using Checkbox with Slack legal request notifications

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The problem

A ping in Slack is just the start. Legal matters need more.

Tired of chasing down Slack legal requests? Messages get lost in DMs or endless threads, details are missing and approvals drag on. If you’re here, you’re likely seeking less time spent on admin, and more time on what matters.

01

Requests get lost in the noise

Legal requests come in as scattered Slack messages, DMs, random channel mentions, or buried threads. Time is wasted chasing requests, deadlines are missed and stakeholders are unhappy.

02

Manual admin to create & track matters

Because Slack isn’t built for legal intake, every request is manually reviewed, copied into a tracking system and created as a formal matter. Lawyers spend more time on admin than the matter itself.

03

Limited visibility and accountability

With no centralized record, there’s little transparency into who submitted what, where a matter stands, or what was decided, meaning no clear audit trails, flawed reports and compliance gaps.

The solution

Automatically create and track legal matters from Slack

Turn Messages Into Matters workflow in Checkbox and Slack

See how Slack legal intake works with AI

Creating a matter directly from Slack with Checkbox AIWatch on YouTube ↗

Frequently Asked Questions

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

What is Checkbox?

heckbox 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 to connect 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 and technical support.