Legal Intake and Triage
that enables self-service, automated tools, or escalation to the appropriate lawyer
How Does Checkbox Automate Legal Intake & Triage?
1. Allow business users to access the self-serve legal intake and triage tool from their company portal
A URL can be embedded inside the company portal, or iFrame can enable users to access the tool while staying inside the portal.
2. Use dynamic smart forms for business users to enter information
Smart forms with on-screen guidance enable business users to provide necessary information to receive self-service advice, generate contracts, or have their legal intake request be triaged to the relevant lawyer.
3. Automatically score assessments and provide automated advice
Use automatic scoring and decision logic to automatically score requests and advise business users on what actions to perform next.
4. Automatically store documents and create matters
Checkbox integrates with multiple systems to automatically store generated documents in central document repositories and create matters in matter management systems.
Hear what customers have to say
See Legal Intake &
Triage In Action
Access our Legal Intake App Template or see it in action