Contract Templates
Create and manage document templates to serve as a starting point for contracts & providing standardization.
Contract Approvals
Streamline the entire contract lifecycle from intake and generation right through to negotiation, execution and management, to accelerate and secure deals faster.
Trusted by leading legal teams, globally
Accelerate deals and opportunities
Streamline your contracting processes from generation to execution and beyond, leveraging automated contract workflows to reduce admin work, accelerate turnaround times, and achieve scale.
Product experience: Generate contracts from anywhere
Capture and centralize all incoming requests automatically
Meet the business where there are on Salesforce, Hubspot, email, Slack, Teams and more to initiate contracts in one a click.
Meet the business where there are on Salesforce, Hubspot, email, Slack, Teams and more to initiate contracts in one a click.
Product experience: Generate contracts from anywhere
E-Signature
Integrate seamlessly with your e-signature provider out-of-the-box to expedite execution.
Automatic Matter Creation
Create matters automatically populating details such as type, requester, assignee, counterparty, and more.
Streamline manual processes between people, systems, and data
Automatically route documents, tasks and notifications to the designated approvers based your organization’s rules.
Automatically route documents, tasks and notifications to the designated approvers based your organization’s rules.
Product experience: Streamline approvals
Product experience: Streamline approvals
Key Term Extraction
Leverage AI and automation to extract, review and store contract key terms and obligations.
Databases
Store key contract information and terms in databases for reference and obligations management.
Internal Notes and Tagging
Communicate effectively between legal and business units with tracked conversations, decisions & tasks.
Product experience: Capture the full story & impact of legal
Gain visibility into legal workload and performance
Gain visibility on request statuses and workload to communicate legal team metrics and performance to leadership.
Gain visibility on request statuses and workload to communicate legal team metrics and performance to leadership.
Product experience: Capture the full story & impact of legal
Customizable Reports
Create your own reports and visualization fit for your team’s unique metrics and fields.
Template Reports
Leverage our ready-to-use legal reports to measure industry standard metrics and implement faster.
Analytics and Trends
Use analytics to see trends into matter volume, status and type to identify seasonality and capacity gaps.
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.
IVO
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. 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.
How does Checkbox's AI chatbot work?
Checkbox uses generative Al to provide the next generation in legal intake and triage. Our Al-powered front door meets business users where they live - in Slack, Teams, email, and more. And we meet them with an experience that allows them to ask for help in a way that comes naturally to them, using conversations and not just forms. Drawing from a source of knowledge unique to each customer's organization, the chatbot assistant is able to answer frequently asked questions and seamlessly link to automated workflows to collect approvals, submit disclosures, generate documents, and assign work to the appropriate person. Checkbox uses OpenAl's large language models. The Al APIs we use have a zero-retention policy - meaning OpenAl cannot view any of that data, store it longer than required to process the request, or use any of it to train the Al model.
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. & matter management, workflow automation, self-service tools and AL 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. Explore our available solution templates .
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. Integrations within Checkbox applications typically streamline the flow of data and trigger events across your existing systems and workflow. You can pull data and documents from other systems into Checkbox and conversely push data and documents into other systems automatically. Key integrations with Checkbox include email, Slack, Microsoft Teams, Sharepoint, Salesforce, Google Suite, Hubspot, Salesforce, DocuSign, AdobeSign 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. We have lawyers and business professional all building on Checkbox, and across many different seniority levels (C-Suite, middle managers and interns).
Capture, service and report across all legal work with ease
Streamline the entire contract lifecycle from intake and generation right through to negotiation, execution and management, to accelerate and secure deals faster.
