Checkbox builds the first dedicated management tool for in-house legal teams to manage all legal work from intake to reporting and grow business value.

New York, NY – Oct. 28, 2024 – Checkbox, the leading legal intake and workflow automation platform used by companies such as SAP, PepsiCo and Invisalign, is reshaping the future of legal work by creating the first dedicated management tool for legal alongside the launch of AI-powered intake and reporting to their “Legal Services Hub.”

Checkbox has developed a new approach to managing legal work beyond just contracts and empowering in-house legal teams to lead with data and drive strategic impact. And by automating manual tasks, legal professionals can focus on high-value, business-critical work.  

With seamless integration into communication channels like email, Slack and Teams, it’s easier than ever for legal to capture data, manage matters and gain visibility without changing the behavior for both the business and for lawyers.  

The Dedicated Management Tool for Legal

In the current business world, various departments rely on a key piece of technology to manage their core processes. Sales and marketing use CRMs, HR relies on HRM systems and IT teams use ITSM software. However, legal lacks its own dedicated “management system,” leaving the department to still rely on manual, decentralized processes for handling legal work. As the scope of legal work continues to grow and become more complex, there’s an increasing need for legal teams to operate more efficiently and gain real-time visibility to keep up with the business.

What’s worse is that legal teams often stretch the limits of existing tools, relying on multiple, sometimes conflicting, software to fill gaps inefficiently — and at higher costs.

Hence, there's a pressing need for a dedicated “Legal Services Hub” that allows legal teams to manage all work from intake to reporting.

"Legal as a department has evolved from a cost center to a business enabler. Yet how we receive, manage and resolve requests has not evolved and is still done primarily in unstructured and untracked workflows like Slack, Teams messages and email,” says Evan Wong, CEO & co-Founder of Checkbox. “Whilst enterprise tools that IT or HR already use might be encouraged, we’ve found that legal teams have not been able to successfully adopt these as a solution due to confidentiality challenges, inability for legal to own and manage the system themselves and the fear of legal becoming an IT ticketing system. Hence, the need for a dedicated tool for legal.”

A Data-Enabled Legal Department

In times of rapid growth where all departments are expected to be efficient and metrics-driven, legal departments face the challenge of gaining control and a single source of truth. Checkbox solves this by automatically capturing and structuring data straight from email, Slack, Teams and more. With AI-powered intake and reporting, legal teams can automatically transform unstructured requests into matters, triaging them and providing instant updates for actionable reporting — helping General Counsels and Legal Operations drive performance and value.

“Up to 80% of data in an enterprise is unstructured. In legal, this percentage is even higher — a huge chunk of the work that attorneys do exists in the form of unstructured data,” says James Han, CTO & co-founder of Checkbox. “For the first time ever, with Generative AI’s ability to cost effectively process unstructured data into structured data, we’re able to let people work the way they want to work and get even more accurate, wholistic and valuable insights into what’s happening within the organization.”  

Achieving Legal Efficiency with Minimal Change Management

By leveraging AI to automatically handle and create matters from unstructured emails and messages, Checkbox meets business users where they live — in Slack, Teams, email and more. Employees can continue to request help naturally through conversations, not forms, receiving an experience that feels intuitive and familiar.

For the legal team, matters are automatically created and recorded with the correct fields and information. They are then intelligently assigned to the right lawyer based on expertise or capacity, with real-time updates throughout the lifecycle of the matter. Lawyers can still manage their work their own way, while providing real-time data and reporting for GCs and legal ops.

Reducing the burden of change management creates a more efficient working environment for legal without creating friction for the other organizational teams they support. Legal teams can now deliver an experience that promotes efficiency and visibility while minimizing disruption for everyone involved.  

A New Horizon for Legal Work

Checkbox’s vision is clear: to enable meaningful work for all. Checkbox is setting a new standard for legal work — one that enhances, rather than replaces, human expertise and grows business value. As AI continues to evolve, Checkbox is paving the way for teams to embrace automation and unlock the full potential of legal.

About Checkbox

Checkbox is the intake and workflow automation platform for General Counsels to manage and track all legal work for a single source of truth. Our AI-powered intake and reporting enables legal teams to gain automatic, real-time tracking while still allowing lawyers to manage their work their own way. Loved by legal and the business for our ease of use, features and support, companies like Invisalign, SAP and PepsiCo spend less time on admin work and more time growing together with the business. For more information, visit checkbox.ai.