Resource Hub

Access templates, videos, and guides to help with your automation journey.



Level up as you learn the very best ways to automate advice,
digitise approval workflows generate documents, and more through no code.

law firm software

Why Law Firms Typically Fail at Developing Software

By Evan Wong

Being a software company ourselves and having worked with many law firms on developing software..

July 17, 2020
intake and triage

Legal Teams Should Automate Legal Intake And Triage

By Checkbox

With businesses now requiring increasing amounts of legal support, in-house lawyers have..

July 17, 2020
effective compliance

Overcoming the Challenges of Effective Compliance

By Paul Wenck & Paul Wenham

with the deployment of automated compliance solutions comes opportunities for..

July 10, 2020
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Case Studies

Read how Checkbox has empowered our customers
to navigate through their challenges with automation solutions.

Coca-Cola Amatil Empowers Staff to Transform Processes with Checkbox

Coca-Cola Amatil was seeking a “build it yourself” platform that empowers the people who know the issues and processes best within the business to rapidly automate them without reliance on IT or external vendors. Checkbox was highly attractive because it allowed them to automate not only the document aspect, but also..

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AssuranceLab Automated Data Capture & Audit with Checkbox

As an emerging consultancy provider, AssuranceLab entered the market at the right time for their SOC 2 cyber security services. However because of this, they couldn’t keep up with the demand for their services. Through Checkbox, AssuranceLabs remedied their pain points by automating..

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White Papers

Discover how teams across multiple departments are
implementing digital transformation using no-code


Webinar Recordings

Learn how your business can transform with the ability to
automate documents, workflows, and assessments with no code.

Automate NDA

How to Automate an NDA in under 20 minutes:

Evan Wong, CEO of Checkbox shares the step by step process of automating an NDA in under 20 minutes and explains how automating can boost efficiency, competitive advantage, and drive customer satisfaction. 

Access Webinar Recording  
document execution workflow app

Document Execution Workflow App:

Minwoo Yim, Customer Success Manager at Checkbox demonstrates how to eliminate the confusion and inefficiencies behind the pre-signature approval and document execution process within your organisation.

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legal intake and triage

Legal Intake and Triage

Minwoo Yim, Customer Success Manager at Checkbox, shares how you can boost efficiency by creating a single digital point, where business users can request and access legal or other services via an automated and standard process.

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Automation Process Guides

Learn the process in ensuring your business is automation ready


From Ideation to Deployment: How to Deploy an App in just weeks

Learn how you can transform your idea into adoption to deliver apps for your legal function.

In this guide you’ll learn:

  • How to take your legal function from ideation to deployment in just a matter of weeks.
  • The step by step stages of a full application development cycle.
  • The stakeholders required at each stage to ensure success.
Access Process Gallery  
Use-case ROI Guide

Validating your Use Cases: Key questions, calculations and more

Learn how you can ensure your use cases deliver real value to your team and business.

In this guide you’ll learn:

  • How to ask Subject Matter Experts the right questions in validation meetings + examples of key questions.
  • The reason behind asking these questions.
  • How to calculate return on investment to figure the tangible benefits of automation for your business e.g. time and monetary savings.
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App On A Page

Champion your app idea with our easy to use one-page
template to get you started with your legal transformation journey.

At the beginning of your legal transformation journey? Don’t know where to start? Before you look for a vendor or get your hands dirty with the technical stuff, we recommend putting a plan in place that outlines exactly what your app will be used for. To help you champion your app idea, we’ve put together an easy to use one-page template, designed to help you communicate the premise and value of your app to your stakeholders.

In this template you’ll find:

  • An editable worksheet that guides you through the step by step process of planning out your app.
  • Framework to communicate the benefit of the application.
  • Guidance on stakeholder mapping.
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Business Case Template

Customise your business case for an automation platform with our template

Looking to get budget approval for your automation initiative? Trying to champion the benefits of automation across your department? Download our completely customisable business case template to help you with the process!

In this template you’ll find:

  • A customisable executive summary.
  • Pages to convey key issues, benefits and solutions.
  • And a step by step on how to calculate and communicate return on investment.
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