Customizable Reports
Create your own reports and visualization fit for your team’s unique metrics and fields.
Guide users through approval requests and streamline the stakeholder assignment and review process.

Trusted by leading legal teams, globally
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.
Create your own reports and visualization fit for your team’s unique metrics and fields.
Leverage our ready-to-use legal reports to measure industry standard metrics and implement faster.
Use analytics to see trends into matter volume, status and type to identify seasonality and capacity gaps.
Checkbox captures requests and data from Slack, Teams, Salesforce, Outlook, and your CLM. No migration. No new habits to learn.


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.
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.
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.
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.
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.
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.
Replace scattered approvals with one guided, auditable workflow for requests, reviews and decisions.