Tour the Checkbox Platform
Explore how AI-powered intake, matter management, and reporting works.
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Manage all legal work from intake to reporting
Checkbox is the AI intake and matter management software that enables General Counsels and Legal Operations to capture, automate and track matters without changing how lawyers & business users work.
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Trusted by leading legal teams, globally
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Legal is drowning in requests without the resources to keep up
There’s the perception that legal is slow, a bottleneck, or shuts down progress. We’re actually trying to get work done, deals done, and move the business forward. But it’s hard to be an enabler with limited resources.
01
Hard to keep up with growing requests
Legal is drowning in requests from all places - email, Slack, Salesforce, meetings and more. Every request is manually reviewed, tracked and created as a formal matter. More time on admin than the matter itself.
02
High volume of manual, low-value work
Legal is left spending more time on manual, low-value tasks like NDAs, compliance checks and approvals rather than strategic work. Delays grow, the business is frustrated, and legal teams face burnout.
03
Limited visibility and measure of impact
Legal’s value in risk mitigation, compliance goes unnoticed until something goes wrong. The GC scrambles through 432 places just to track what legal is working on, making it hard to report on impact.
The Legal Services Hub to manage, track and deliver all things legal services
Intake and Triage
Automatically capture requests from multiple channels of email, Slack & more
Matter Management
Track matters and their details on owners, status, decisions & timelines in one place
Track Every Request
Automate manual processes for compliance, risk, IP & business support
Self-service & Automation
Gain insights on key metrics on request volume, type and turnaround times
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AI-Powered Features for Intake & Reporting
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Intelligent Intake & Triage
Eliminate manual data entry with automated intake and triage. Capture and assign requests from multiple places into one centralized system and increase efficiency in handling growing legal demand & request volumes.
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Matter Tracking
Capture all information, notes and files across matters, rather than trying to look in 10 different places.
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Data Privacy & Compliance
Keep confidential information confidential. Limit sensitive data to the necessary stakeholders.
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Workflow Automation
Automate manual processes for governance & compliance, risk management, IP and technology, contracts, and business support. Spend less time on manual, repetitive low-value work and more time on strategic priorities and growing alongside the business.
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Data & Reporting
Experience the ease of reporting right out of Checkbox’s dashboards. Customize and leverage a cohesive view into metrics such as matter volume, type, cycle time for seamless communication with leadership.
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Integrations
Connect Checkbox with your contract lifecycle software, document management, e-billing, and more.
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Frequently Asked Questions
If you have any further questions, Get in touch with our friendly team.
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.
Do you have templates so we do not have to start from scratch?
Yes, Checkbox has a range of templates for common use-cases across intake & matter management, workflow automation, self-service tools and AI chatbot which you can get access to. Leverage ready-to-use solutions, reporting and more so you can view industry standard processes and implement faster. Explore our available solution templates.
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, Salesforce, DocuSign, AdobeSign and more.