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Matter management software for legal
Bring together legal matters, request intake, documents, workflows and data, and enable service excellence for legal
Trusted by leading legal teams, globally
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Strengthen operations and advance business value
Bringing together request intake, request resolution, and data, enable legal to reliably deliver service excellence and spend more time being a strategic business partner
Fast-track and gain visibility into your legal matters
Refocus the legal team on higher-value work or complex matters
Accelerate and streamline the resolution of matters
Legal intake & digital front door
- Custom built portal for your business
- Enable access to self-service tools for document generation, approvals, and advice
- Gain visibility and reporting on the volume, type, and status of requests
- Assign work efficiently based on lawyer specialization or capacity
Self-service advice & knowledge
- Create personalized articles, FAQs and manuals for users to self-serve in the knowledge base
- Automatically route users to the self-help legal tool
- Enable higher resolution rates at the first contact
- Route requests needed for lawyer involvement or expert decisioning
Dashboards
- Centralize the management & tracking of matters
- Gain visibility and reporting on the volume, type, and status of requests
- Automated summaries and audit trails of key considerations, comments, approvals/decisions
- Schedule trigger actions & automatic reminders
Contract lifecycle workflows
- Reduce time spent drafting & managing contracts
- Forms based information intakeBulk processing & conditional content
- In-app document editing, redlining and e-signature
- Track the volume, lifecycle and status of contracts
Everything you need to streamline & manage your workflows
Design, build, deliver and maintain your legal processes all in one place
Application Development
Build, update and maintain workflow solutions faster and easier using a completely visual drag-and-drop canvas
Drag and drop
Development & testing
Version management
Document Automation
Automate documents end-to-end using information intake, conditional content, bulk processing, approvals and e-signature.
Template-based documents
In-app document editor
E-signature
Workflow Automation
Automate, streamline, and execute processes between people, systems, and data using predefined business rules.
Sequential workflows
Parallel workflows
Multi-triggers
Forms and Intake
Capture and triage information from users and systems using dynamic, logic-driven forms.
Smart forms
Tables
Web accessibility
Decision Automation
Design complex rules and decision-tree logic including calculations, looping and weighted scores.
Decision tables
Conditional routing & logic
Number/date calculations
Reporting & Analytics
Gain instant visibility and insights into your services and processes and enable data-driven decisions.
Dashboards
Widgets & custom filters
Data exports
Reusability & Data
Leverage data storage and management functionality to read, retrieve and update data across workflows and external systems.
Databases
Data import & export
Low-code availaibilty
Checkbox Platform
Simplify complex processes and streamline your workflow
“The legal and people & culture teams have been able to focus on the people rather than the processes, whilst rolling out solutions organization-wide at a velocity that was unachievable previously.”
Richard Conway
Deputy Group General Counsel & Group Company Secretary at Coca-Cola
4,000+
documents automated per year across the business
“Our teams spend less time on menial tasks and more time on things that require their skills and expertise, and they get to spend more face-to-face time with business stakeholders to meet business deliverables.”
Denise Doyle
Legal Transformation Lead at Telstra
6,000+
hours saved per year for processes across legal
“Without the need for technical skills or the help of IT, Checkbox has enabled us to automate intake and triage, pre-populate significant volumes of information up front, and allocate matters to the lawyers with the right expertise and availability. It is a living, breathing tool we can scale and adapt easily to maintain a legal safety blanket for the business.”
Ben Langford
Group Counsel at Woolworths
60+
workflows automated across legal
"We found Checkbox far better than the alternative solutions because of the usability and speed. It’s intuitive to use and you can change things in a matter of seconds."
Jordan Lam
General Counsel and General Manager Commercial Affairs at HESTA
1,000+
hours saved per year for procurements