Jen Lenander
Intake & centralize all requests
Allow employees to submit requests via Salesforce, Slack, Teams, email & more.
Legal Workflow Software
Streamline manual processes between people, systems, and data to champion scalability & innovation.
Trusted by leading legal teams, globally
Manage legal processes from intake to reporting
Build self-service tools
Create self-service experiences for routine legal requests, policies, and documents.
Automate manual processes
Digitize legal processes and decisions in line with your legal rules & regulations.
Streamline approvals
Automatically route documents, tasks and notifications to the designated approvers based your organization’s rules.
Capture the full story & impact of legal
Gain visibility into legal performance and key metrics to assess workload impact.
Features for control and scalability
Custom Statuses, Fields & Boards
Custom Statuses, Fields & Boards
Design workflows that work for you by customizing fields and statuses straight from your legal workflow management system.
New matter field
Single select
Status
Color coded
Not started
In review
Approved
Requests in. Work moving.
Checkbox gives legal teams a no-code way to standardize processes, automate repeatable work, and see how every workflow is performing.
Answer routine questions with guided self-service
Give employees approved answers, policies, templates, and guided next steps in the channels they already use, without every routine request reaching legal.
Slack
Teams
Answer from legal’s guidance
Current policy, template, or approved response.
Create complete matters and assign the right owner
Turn incoming requests into structured matter records, pre-fill the known details, and assign work using request type, expertise, workload, and business rules.
Review the Acme services agreement
Requester identifiedContract attachedDeadline captured
Contract reviewAcmeHigh priorityDue Friday
Categorize and route every request intelligently
Understand the request, apply the right category and confidence, then route it to self-service, a workflow, or the right legal owner.
“Can marketing use this customer quote?”
Understand and categorize
Marketing · Customer content · 94% confidence
Self-service
Approved guidance
Guided workflow
Repeatable process
Run guided workflows across connected legal operations
Guide contracts, compliance, and approvals through reliable step-by-step workflows while connecting the tools legal teams use and keeping work centralized.
Run a guided legal workflow
Contracts, compliance, and approvals move through one connected process.
Intake
Request details
Guide
Process steps
Approve
Right reviewers
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 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.
What is 'Workflow Automation'?
It's a powerful tool that empowers users to create custom and automated workflows tailored to their specific business requirements. Unlike manual workflows, which necessitate human intervention to move items between task components, automated workflows operate seamlessly, enhancing efficiency and productivity.
How does Checkbox's AI chatbot work?
Checkbox uses generative AI to provide the next generation in legal intake and triage. The AI-powered front door meets business users where they work, in Slack, Teams, email, and more, and connects them to automated workflows, approvals, disclosures, document generation, and the right legal owner.
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 and matter management, workflow automation, self-service tools and AI chatbot.
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. Key integrations include email, Slack, Microsoft Teams, SharePoint, Salesforce, Google Workspace, DocuSign, Adobe Sign and more.
What is the profile or skill sets of users who typically build on Checkbox?
Checkbox is no code. Our completely visual drag and drop application builder means that anyone, including those with no technical background can build their own automation and workflow tools without coding or IT knowledge.
Streamline your services and scale your impact with the business
Streamline manual processes between people, systems, and data to champion scalability & innovation.
