Checkbox partner program

Partner with Checkbox to help legal teams modernize service delivery.

Grow your advisory and services revenue by helping in-house legal teams centralize intake, automate workflows, streamline matter management, and deliver faster, more consistent legal support with AI.

In-house legal and partner teams assembling a shared legal workflow

Why partner

Why partner with Checkbox?

Checkbox gives partners a modern platform to wrap advisory, implementation, change management, and optimization services around.

Grow advisory and services revenue

Bring clients a differentiated solution

Partner on opportunities and delivery

Build long-term customer value

Earn rich, industry-leading commissions and referral bonuses

Customer value

Why customers work with Checkbox partners.

Partners help customers move faster, design better solutions, and drive adoption across the business.

Faster time to value

Speed up discovery, configuration, and rollout with experienced implementation support.

Better solution design

Align legal intake, triage, workflows, and matter management to the way each legal team actually works.

Stronger adoption & change management

Equip users, admins, and stakeholders with the training and support needed for long-term success.

Seamless technical delivery

Extend Checkbox with integrations and complementary solutions where they materially improve the customer experience.

Checkbox trade compliance matter management interface

Partnership types

Find the path that fits how you work.

Whether you advise, implement, train, integrate, or refer, the program is designed to meet partners where they create value.

Referral and/or Services Partner

For consultants, advisors, legal services providers, and firms that identify opportunities and influence solution selection, and/or teams that design, deploy, and optimize Checkbox solutions.

ReferralIntroduce Checkbox opportunities; advisory-led and relationship focusedSales Expert
ImplementationLead Checkbox implementations, solution design, and project deliveryImplementation Expert
User trainingHelp customers realize value with training and adoption servicesUser Training Expert
Custom integrationDevelop integrations between Checkbox and complementary softwareDeveloper Expert
Other professional servicesLegal process design, workflow automation, and other servicesRole-based

Where partners add value

Expand the customer outcome.

Checkbox partners create the most value across advisory, implementation, enablement, and long-term optimization.

01

Needs analysis, discovery, and solution design

02

Legal intake and workflow transformation

03

Service delivery modernization

04

Reporting and operational visibility

05

Training and change management

06

Ongoing optimization and advisory support

07

Optional: strategic integrations that strengthen the overall solution

Program benefits

Everything you need to market, sell, and deliver.

The Partner Program is designed to give Referral & Services partners the enablement, access, and collaboration they need to market, sell, and deliver with confidence.

Partner enablement resources

Guides, decks, and playbooks to position and sell.

Certification paths

Structured tracks to prove capability and expertise.

Co-sell collaboration

Work opportunities and deals alongside our team.

Demo & testing access

Hands-on environments to build and validate solutions.

Marketing support

Regular updates featuring key company, product, sales, marketing, and technical insights.

Ongoing ecosystem engagement

Stay connected as the partner community grows.

How it works

A clear path from application to growth.

Step 01

Apply

Tell us about your business, your clients, and how you see Checkbox fitting into your offerings.

Step 02

Align on partner path

We work with you to identify whether Referral & Services or a strategic Technology Partner relationship is the right fit.

Step 03

Enable and certify

Complete the relevant onboarding and certification path so your team is ready to position, deliver, or support Checkbox successfully.

Step 04

Launch and grow

Collaborate with our team on opportunities, customer outcomes, and go-to-market activity as you build your Checkbox practice.

Requirements and Expectations

We are looking for partners who are committed to creating customer value and helping legal teams modernize how work gets done. The strongest fit today is with referral and services partners that can influence opportunities, support transformation, and help customers succeed through implementation and ongoing advisory support.

Experience in legal operations, consulting, implementation, change management, or legal technology

Ability to support customers through referral, advisory, and/or services delivery depending on partner path

Commitment to enablement and certification where required

Willingness to collaborate on customer success and shared opportunities

For strategic Technology Partners, a clear integration or ecosystem value proposition with strong mutual fit

Trusted by leading in-house counsel

FAQ

Frequently asked questions

If you have any further questions, get in touch with our friendly partner team.

Talk to our partner team
Who should apply?

Consultancies, legal ops advisors, implementation providers, and other firms that want to create value around modern legal service delivery.

Do I need to be technical to join?

Not necessarily. The primary partner motions today are referral, advisory, and services-led.

Can partners deliver implementation and training services?

Yes. Services partners can provide discovery, solution design, rollout, training, and post-launch support.

Which partner types are you focused on today?

Checkbox is currently focused most heavily on Referral & Services partnerships, while remaining strategically opportunistic with select Technology Partner ecosystem relationships.

Is certification required?

Certification requirements may vary by partner path and are designed to ensure partners are set up for success.