Jen Lenander
Connect your company policies & playbooks
Ground the AI Agent in approved internal policies, playbooks, templates, and knowledge sources.
AI Legal Agent Software
Improve deal velocity and deliver faster solutions with an AI Agent that answers questions, triages requests, and provides instant legal support through a smart AI Agent.
Trusted by leading legal teams, globally
Serve up-to-date and compliant responses at scale
Provide Instant Legal Responses
Give employees fast, policy-based answers through an AI Agent that works where they already ask for help.
Triage and Escalate Legal Requests
Identify requests that need legal judgment and route them to the right person, workflow, or team.
Monitor AI Agent Conversations
Track, capture, and audit every interaction to measure accuracy, user satisfaction, and service reliability.
Analyze AI Agent Trends and Performance
Understand frequent queries, demand patterns, and service gaps using AI Agent analytics.
Features for control and scalability
Custom Statuses, Fields & Boards
Custom Statuses, Fields & Boards
Improve initial data collection for matters with custom statuses, fields, and boards to support intake and triage workflows.
New matter field
Single select
Status
Color coded
Not started
In review
Approved
From first signal to work handled.
The AI Agent steps into everyday channels, prepares each request, and handles the operational work around it using rules your team defines.
Elevate how business interacts with legal
Let your AI Agent capture and answer employee requests directly from Slack, Microsoft Teams, Gmail, and Outlook.
Gmail
Email assistant
Outlook
Email assistant
Slack
Ask in channel
Teams
Ask in chat
Gmail
Email assistant
Outlook
Email assistant
Slack
Ask in channel
Teams
Ask in chat
Intake reimagined with AI
Let your AI Agent provide instant, policy-based responses to employee questions and legal requests.
Can I accept a client gift worth $180?
Deby Holmes · Sales · Australia
Next week
$180
Can I accept a client gift worth $180?
Deby Holmes · Sales · Australia
Next week
$180
Work handled, not just routed
Your AI Agent watches the channels your team already uses and joins the conversation when something needs legal, even when nobody thought to raise a request.
Gmail
Conversation signal
Please review a sales contract
Agreement attached · Due Friday
Slack
Conversation signal
Can legal review this campaign?
#campaign-approvals · APAC
Gmail
Conversation signal
Please review a sales contract
Agreement attached · Due Friday
Slack
Conversation signal
Can legal review this campaign?
#campaign-approvals · APAC
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.
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Frequently asked questions
What types of legal queries can the AI Agent handle?
Checkbox’s AI Agent can handle questions your lawyers already know the answers to, including NDAs, contract reviews, policy questions, and legal intake. It relies on your internal sources and rules, not external data.
Can the AI Agent integrate with platforms like Slack, Teams, and email?
Yes, the AI Agent integrates with Slack, Microsoft Teams, and email to meet employees where they already work.
How is the AI Agent trained on our internal policies and documents?
You can upload internal documents, templates, and policies directly into Checkbox, allowing the AI Agent to reference them and respond accurately.
Can the AI Agent escalate complex legal issues to a human team member?
Yes. If the AI Agent detects a request that is too complex or sensitive, it can escalate the matter to the right legal team member.
Is the AI Agent secure and compliant with data privacy standards like GDPR or SOC 2?
Yes, Checkbox is built with enterprise-grade security and is fully compliant with major standards like GDPR and SOC 2.
How does Checkbox’s AI Agent compare to generic chatbots or AI tools?
Checkbox’s AI Agent is purpose-built for legal teams, with deep integration into legal workflows, triage, and matter management.
Capture, service and report across all legal work with ease
Give the business instant answers while routing complex work safely to the right legal expert.
