Jen Lenander
Capture requests from real conversations
Intake matters from anywhere - unstructured DMs, global Slack channels, email, a chatbot, you name it.
The Future of Legal Work is Here
As the dedicated management tool for legal, Checkbox is setting a new standard for legal work: to enable meaningful work for all. Welcome to the Legal Services Hub.
Trusted by leading legal teams, globally
A Data-Enabled Legal Department
Create and assign matters automatically
Use AI to handle matter creation, assignment, and status updates. Focus on solutions instead of admin.
Route work to self-service
Use automated tools to provide instant legal help for all the questions you’ve had to answer a million times.
Keep every matter up to date
Checkbox slots into existing processes to make legal admin a stress-free experience, allowing lawyers to be lawyers.
Report on the full story of legal
Capture the full story of legal and gain a single source of truth across all work from intake to reporting.
Features for control and scalability
AI-Powered Intake
AI-Powered Intake
Intake, triage, and update matters automatically.
New matter field
Single select
Status
Color coded
Not started
In review
Approved
AI intake. Work routed.
Checkbox slots into existing processes to make legal admin a stress-free experience, allowing lawyers to be lawyers. No forms, no friction, no manual intake.
Intake, triage, and update matters automatically
Use AI to handle matter creation, assignment, and status updates. Focus on solutions instead of admin.
Every request becomes structured, routed work
Capture
Request received
Triage
AI classifies work
Intake from real conversations, not a form
Bring requests in from unstructured DMs, global Slack channels, email, a chatbot, and more.
Real conversations become complete matters
slack
Can legal help with this?
Can legal help with this?
teams
Can legal help with this?
Provide self-service for FAQs and requests
Provide instant legal help for questions the team has already answered a million times.
One question. One approved answer.
Which NDA should I use?
Asked just nowApproved answer
Use the standard mutual NDA.
Approved by Legal · Updated 2 days ago
Gain a detailed snapshot of legal at every level
Capture the full story of legal and gain a single source of truth across all work from intake to reporting.
Legal sees demand and performance as work happens
48
2.4h
72%
With Checkbox, everyone who works with legal works better.
Run legal like it runs the business.
Checkbox centralizes intake, automates routine processes, and gives legal visibility over every request.
0%
0 min
Frequently asked questions
What is Checkbox?
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.
What features set Checkbox apart?
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.
Will my data or documents be used to train AI?
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.
How do I know what the right method for my team is?
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.
Can Checkbox integrate with our existing systems or database?
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, DocuSign, AdobeSign and more.
Enable meaningful work for all
Capture, triage, automate, manage, and report on legal work without changing where the business already works.
