In-house Legal Automation
Legal Intake and Triage
Access legal services through a streamlined & standardized process
that enables self-service, automated tools, or escalation to the appropriate lawyer
that enables self-service, automated tools, or escalation to the appropriate lawyer
Access legal services through a centralized, streamlined and standardized process that enables self-service resources, automated tools, or escalation to the appropriate lawyer
Key Features
Benefits
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
Through automating our processes, we’ve saved over 6,000 hours per annum across all the apps we’ve developed. Our lawyers spend less time on menial tasks and more time on things that require their skills and expertise, and they get to spend more face-to-face time with business stakeholders to meet business deliverables.
"Compared to competitors, Checkbox hit
the right balance between capability and
ease of use for non-IT app builders, and is
flexible to handle process changes
without needing to re-engage the vendor. Checkbox is an excellent platform and we
receive excellent support from the Checkbox team, who are very responsive to feedback."
We found the Checkbox platform far better than the alternative solutions because of the usability and speed. It’s intuitive to use and you can change things in a matter of seconds. Checkbox is really quite limitless – it can be designed to fit whatever process, system or design requirements you have, and that is the beauty of it.
See Legal Intake &
Triage In Action
Access our Legal Intake App Template or see it in action
