Digitize & automate financial reports
Shorten the time for the finance team to collect data, generate bespoke reports and manage everchanging regulations & policies
Digitize & automate financial reports
Shorten the time for the finance team to collect data, generate bespoke reports and manage everchanging regulations & policies
Trusted by leading legal teams, globally
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Adoption & navigation — now easier than ever
Instantly handle business requests via email
Enable business users to request for services within their inbox and receive immediate responses
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Intake requests where the business is—on Slack
Allow business users to access the service assistant via BAU channels like Slack and Teams
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Intake requests where the business is—on Teams
Gain visibility and transparency on the status, type and priority of requests & workflows
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Build an AI Front Door on your company portal
Embed an AI assistant on your company’s web portal and customize for branding
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Automate work & connect your systems
Streamline contract lifecycle workflows
Automate from contract generation, review and negotiations, through to execution and obligations
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Automate assessments, approvals and decisions
Digitize, streamline and fast-track processes between people, systems, and data
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Gain visibility and insights into your processes
Leverage dashboards, reports and audit logs for your workflows and enable data-driven decisions
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Connect with the rest of the business & your tools
Streamline the flow of data and trigger events across your existing systems and workflow
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Automate work & connect your systems
Streamline policy inquiries and tracking
Create an automated process for managing the compliance to new and recurring policies
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Automate assessments, approvals and decisions
Digitize, streamline and fast-track processes between people, systems, and data
See Use Cases
Oversee the status and tracking of policy and approval workflows
Leverage dashboards, reports and audit logs to enable better compliance and risk management
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Connect and integrate your different systems
Streamline the flow of data and trigger events across your existing systems and workflow
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Everything you need to manage
your services and workflows
Design, build, deliver and maintain your workflows all in one place
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Application Development
Build, update and maintain workflow solutions faster and easier using a completely visual drag-and-drop canvas
Drag and drop
Development & testing
Version management
Document Automation
Automate documents end-to-end using information intake, conditional content, bulk processing, approvals and e-signature.
Template-based documents
In-app document editor
E-signature
Workflow Automation
Automate, streamline, and execute processes between people, systems, and data using predefined business rules.
Sequential workflows
Parallel workflows
Multi-triggers
Forms and Intake
Capture and triage information from users and systems using dynamic, logic-driven forms.
Smart forms
Tables
Web accessibility
Decision Automation
Design complex rules and decision-tree logic including calculations, looping and weighted scores.
Decision tables
Conditional routing & logic
Number/date calculations
Reporting & Analytics
Gain instant visibility and insights into your services and processes and enable data-driven decisions.
Dashboards
Widgets & custom filters
Data exports
Reusability & Data
Leverage data storage and management functionality to read, retrieve and update data across workflows and external systems.
Databases
Data import & export
Low-code availaibilty
INTAKE
AI Legal Front Door
Capture requests from anywhere and guide users through request resolution
AI ASSISTANT
Legal / Policy FAQ
Address policy inquiries instantly using AI or route to the relevant resource
contracts
NDA Automation
Allow employees to self-serve the generation of compliant NDAs in just minutes
WORKFLOW
Gifts & Entertainment
Simplify the registration & approval of company gifts and gratuities
CONTRACTS
Sales Agreements
Empower the sales team to self-serve the generation of agreements with ease
WORKFLOW
No-Code Automation
Enable your firm to streamline inefficient processes and build client solutions
INTAKE
Client Intake
Attract & win new clients by simplifying and automating the client intake process
WORKFLOW
Legal / Compliance Audit
Automate your compliance audit questionnaires and assessments
CONTRACTS
Copyright License
Automate copyright license agreements in minutes & refocus time on new revenue
WORKFLOW
Data & Security Incident
Report incidents, assess potential breaches to monitor and improve coverage
CONTRACTS
Document Approvals
Guide users through document approvals & streamline intake, review and execution
INTAKE
Intake-to-Procure
Provide a self-service portal for employees to initiate a purchase or vendor request
workflow
Approval Workflows
Guide users through approval requests, streamline review and gain visibility
workflow
Vendor Risk Assessment
Decrease time on evaluating vendors by automating your vendor risk assessments
workflow
Modern Slavery Check
Automate manual checks for suppliers’ alignment to modern slavery laws & policies
CONTRACTS
Vendor Agreements
Generate bespoke & error-free vendor agreement reports in a matter of minutes
INTAKE
Project Risk Register
Provide a single digital access point for the business to register risks
WORKFLOW
Security Risk Assessment
Automate the identification, estimation, and prioritization of risks to operations & assets
WORKFLOW
Data & Security Incidents
Report incidents, assess potential breaches to monitor and improve coverage
WORKFLOW
Innovation Risk Audit
Automate the risk mitigation and management of business innovation ideas
WORKFLOW
Automated Vendor Audits
Assess a vendor’s information security, risk level, and identify any control gaps
WORKFLOW
SOC2 Readiness
Assess the compliance of suppliers against SOC2 controls and generate reports
CONTRACTS
Employment Agreements
Automate employment agreements end-to-end - from intake, review to e-signature
AI ASSISTANT
HR Policy FAQ
Address policy inquiries instantly using AI or route to the relevant resource
INTAKE
Employee Self-Service
Provide a single digital access point for the business and enable self-service
WORKFLOW
Employee Onboarding
Fast-track and streamline the onboarding experience for employees, managers and HR
CONTRACTS
Bulk Employment Letters
Meet deadlines and generate hundreds of personalized letters in just a few clicks
CONTRACTS
Job Description Generator
Enable managers to self-serve the generation of compliant job descriptions
WORKFLOW
Financial Risk Assessment
Automate the identification, estimation, and prioritization of financial risks
WORKFLOW
Automated Reports
Generate bespoke & error-free financial reports in a matter of minutes
WORKFLOW
ESIC Eligibility
Streamline eligibility assessments for ESIC tax concessions & receive tailored advice
WORKFLOW
Expense Approvals
Enable users to self-serve and efficiently lodge expense claims for approval
CONTRACTS
Sales Proposal Automation
Empower the sales team to self-serve the generation of proposals with ease
WORKFLOW
Accounts Payable Check
Automate the collection of matter and client management information for accounting
Enjoy greater control over the time & cost of digital transformation
Estimated savings/ROI
hourSavings
Annual hours saved per workflow
costSavings
Annual cost savings
Trusted by leading companies worldwide
“Without the need for technical skills or the help of IT, Checkbox has enabled us to automate intake and triage, pre-populate significant volumes of information up front, and allocate matters to the lawyers with the right expertise and availability. It is a living, breathing tool we can scale and adapt easily to maintain a legal safety blanket for the business.”
Ben Langford
Group Counsel at Woolworths
60+
workflows automated across legal
“The legal and people & culture teams have been able to focus on the people rather than the processes, whilst rolling out solutions organization-wide at a velocity that was unachievable previously.”
Richard Conway
Deputy Group General Counsel & Group Company Secretary at Coca-Cola
15+
documents automated per year across the business
“Our legal teams spend less time on menial tasks and more time on things that require their skills and expertise, and they get to spend more face-to-face time with business stakeholders to meet business deliverables.”
Denise Doyle
Legal Transformation Lead at Telstra
6,000+
hours saved per year for processes across legal
"We're no longer a roadblock to the business. Standardizing our processes with automation using Checkbox has allowed us to work on more complex business matters, making us a stronger business partner"
Georgia Petry
Legal Counsel at Xero
250+
documents automated in first implementation
Frequently Asked Questions
If you have any further questions, Get in touch with our friendly team or email us at info@checkbox.ai
How does Checkbox manage data security and access?
The Checkbox platform is highly secure with layers of technical and operational controls in place to protect information. We're SOC2-II certified, and we encrypt all of our data at rest and in transit, with regular penetration testing to ensure we're always on our a-game.
Does the counterparty need to have Checkbox?
Not at all. When counterparties need to be involved, Checkbox sends them a custom email containing an access link. The counterparty can review and markup documents, as well as provide any other information needed, all without a Checkbox license.
What if a user doesn't want to edit and markup documents on the platform?
Our Redlining module comes with a "Markup Offline" mode to accommodate this. We've made it easy for the user to download the current version, review it in their preferred Word editor, and upload it back into Checkbox. From there, it's business as usual - your workflow will continue on as you've designed it and your team can continue to leverage the benefits of the Redlining module.
How compatible is the online document editor with docx?
The online editor is fully compatible with docx, and is able to ingest redlines, comments, and markups of your document content. It also preserves your document's formatting and layout, meaning you don't have to sweat the small stuff.
Does this work with documents we receive from external parties?
You bet! Simply upload the external document into your Checkbox workflow, and you'll be able to review, markup, approve and execute it as if it were generated on Checkbox.
What is contract automation?
Contract automation is the use of technology to generate, manage, and execute contracts. The contracting process is optimized through automated workflows via digitization and collaboration.
What are the benefits of contract automation and management?
Automating the generation and management of contracts allows business teams to reduce the burden of manual contracts, saving the time taken to draft and process documents, accelerating the speed of contracts being executed and saving significant resource and labor costs.
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