Checkbox is intake and workflow automation platform used by legal teams to maintain control, gain visibility, and get work done. With Checkbox, spend less time on manual, administrative work, and more time being the legal function that partners and grows together with the business.

Loved by legal and the business for our ease of use, features, and support, companies like Allianz, Coca-Cola Europacific Partners, BMW and Xero transform their legal services with Checkbox.

Checkbox stands out as a comprehensive legal intake and matter management platform tailored for modern legal teams. Our platform acts as a legal front door, streamlining the intake process and ensuring that requests are properly tracked and managed. Key features include seamless channel sync across Slack, Teams, and email, allowing your team to stay connected and informed without switching platforms.
‍
With AI-powered capabilities, Checkbox automates routine tasks and extracts key information, enhancing efficiency. Additionally, our advanced and customizable reporting features provide legal operations and GCs with the insights needed to optimize performance and demonstrate the value of the legal department.

Never. Checkbox uses OpenAI’s large language models - meaning a zero-retention policy. This ensures that all uploaded documents and data remain private and exclusive to your organization. Your information will never be used to train or feed other AI models, and every organization’s data is kept completely isolated and secure.

In addition, Checkbox is certified under SOC 2 and ISO 27001, the leading international standards for information security. We also comply with ISO 27017 and 27018 frameworks, ensuring the highest level of cloud security and privacy for customer data. With Checkbox, you can trust that your sensitive legal information stays protected at every step.

Choosing the right tool for your legal team depends on your specific needs and goals. If your team is struggling with manual tracking in spreadsheets, a dedicated matter management platform like Checkbox offers a streamlined, centralized solution designed specifically for legal operations. Unlike general project management tools, Checkbox integrates seamlessly with your existing communication channels, automates repetitive tasks, and provides customizable reporting tailored to legal workflows. For teams looking to move beyond the limitations of spreadsheets and generic tools, Checkbox delivers a purpose-built platform that enhances efficiency, visibility, and collaboration within legal departments.

Yes, solutions built on Checkbox can be integrated with any other system that has available REST APIs. Integrations within Checkbox applications typically streamline the flow of data and trigger events across your existing systems and workflow. You can pull data and documents from other systems into Checkbox and conversely push data and documents into other systems automatically.
‍
Key integrations with Checkbox include email, Slack, Microsoft Teams, Sharepoint, Salesforce, Google Suite, Hubspot, Salesforce, DocuSign, AdobeSign and more.