AI Chatbot Assistant Software

Provide an AI chatbot assistant for policies & FAQ

Forget navigating confusing policies and long response times on simple requests. Using an AI assistant, improve your team’s efficiency and spend more time on higher value work.

Checkbox AI chatbot assistant

Trusted by leading legal teams, globally

One assistant, every request

Give employees a faster path to trusted answers while legal keeps control of knowledge, routing, and reporting.

01

AI Chatbot

Automatically respond to employee queries using policies and playbooks

02

Flexible Intake

Allow employees to submit queries and requests via email, Slack, Teams & more

03

Knowledge Sources

Upload specific policies & playbooks for the chatbot to draw responses from

04

Dashboards & Analytics

Gain visibility, track responses and measure legal workload

Visibility & reporting

Gain visibility into legal workload and performance

Turn day-to-day legal work into a clear view of demand, progress, performance, and opportunities to improve service.

Gain visibility on request statuses and workload to communicate legal team metrics and performance to leadership.

Reporting in Checkbox: Capture the full story & impact of legal
Customizable reports in Checkbox

Customizable Reports

Create your own reports and visualization fit for your team’s unique metrics and fields.

Customizable reports in Checkbox

Template Reports

Leverage our ready-to-use legal reports to measure industry standard metrics and implement faster.

Template legal reports in Checkbox

Analytics and Trends

Use analytics to see trends into matter volume, status and type to identify seasonality and capacity gaps.

Legal analytics and trends in Checkbox

Connects to the tools you already use

Checkbox captures requests and data from Slack, Teams, Salesforce, Outlook, and your CLM. No migration. No new habits to learn.

Gmail
Slack
Microsoft Teams
Microsoft Outlook
Ironclad
IVO
Salesforce

✓ Ironclad

✓ Ivo

✓ Gmail / Outlook

✓ Slack

✓ Microsoft Teams

✓ Salesforce

✓ Ironclad

✓ Ivo

✓ Gmail / Outlook

✓ Slack

✓ Microsoft Teams

✓ Salesforce

✓ Ironclad

✓ Ivo

✓ Ironclad

✓ Ivo

✓ Gmail / Outlook

✓ Slack

✓ Microsoft Teams

✓ Salesforce

✓ Ironclad

✓ Ivo

✓ Gmail / Outlook

✓ Slack

✓ Microsoft Teams

✓ Salesforce

✓ Ironclad

✓ Ivo

FAQ

Frequently asked questions

Still have a question? Talk to our team
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. Loved by legal and the business for our ease of use, features, and support, companies like Allianz, Coca-Cola Europacific Partners, BMW and Xero transform their legal services with Checkbox.

Checkbox is no-code, but do you allow for coding if we want to?

Yes. While Checkbox is no-code, some use-cases may still require coding either due to complexity or the need for integrations with other systems. The Checkbox authoring studio provides a component which enables code to be written and executed as part of the workflow, often leveraging the skill set of IT staff to build upon the no code foundation built by the business users.

How does Checkbox's AI chatbot work?

Checkbox uses generative AI to provide the next generation in legal intake and triage. Our AI-powered front door meets business users where they live, in Slack, Teams, email, and more. Drawing from a source of knowledge unique to each customer's organization, the chatbot assistant can answer frequently asked questions and seamlessly link to automated workflows to collect approvals, submit disclosures, generate documents, and assign work to the appropriate person.

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 which you can get access to. Leverage ready-to-use solutions, reporting and more so you can view industry standard processes and implement faster.

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. You can pull data and documents from other systems into Checkbox and conversely push data and documents into other systems automatically. Key integrations include email, Slack, Microsoft Teams, SharePoint, Salesforce, Google Suite, HubSpot, 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.

AI chatbot assistant

Capture, service and report across all legal work with ease

Give employees immediate, policy-grounded answers and route complex work to the right legal expert.