Automatic Matter Creation
Create matters automatically populating details such as type, requester, assignee, client and more.
Leverage an AI legal assistant to serve up-to-date and compliant responses at scale, streamlining communications and refocusing lawyers on complex matters.
Trusted by leading legal teams, globally
Spend less time answering repetitive requests and more time on higher value work. Refocus the legal team to focus on what really matters by leveraging an AI chatbot for employee related policies.
Launch an AI chatbot on email, Slack, Teams, SharePoint and more, to respond based on your company policies & playbooks.
Launch an AI chatbot on email, Slack, Teams, SharePoint and more, to respond based on your company policies & playbooks.
Create matters automatically populating details such as type, requester, assignee, client and more.
Automatically categorize requests and re-route to the relevant workflow, process, or person.
Tailor responses, recommend customized content, and adapt chatbot tone & personality for user engagement.
Easily build self-service legal tools using templates or drag and drop for FAQ, documents, checklists & more.
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.
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.
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.
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 .
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.
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).
Leverage an AI legal assistant to serve up-to-date and compliant responses at scale, streamlining communications and refocusing lawyers on complex matters.