Contract lifecycle

Your contracts start here.

Checkbox is the front door for every contract request, capturing, routing, and generating agreements before they reach legal, your CLM, or your AI review tool. No more email threads. No more chasing approvals. Just clean, structured work, moving at the speed your business needs.

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Legal counsel guiding an agreement through review, signature, and post-signature obligations

Trusted by leading legal teams, globally

The problem

Contract work breaks when intake, approvals, documents, and obligations live in different systems

In-house legal teams lose time when contract requests arrive without context, reviews move through email, negotiations happen across disconnected tools, and obligations are difficult to see after signature.

Requests arrive from Salesforce, Slack, Teams, email, and forms without the business context, dates, documents, or risk details legal needs to begin.

Supplier agreement

No deadline

Customer NDA

No counterparty

Renewal request

No contract attached

Contract request

details missing

Legal cannot begin review.

Missing context delays legal before review even begins

Supplier agreement

No deadline

Customer NDA

No counterparty

Renewal request

No contract attached

Contract request

details missing

Legal cannot begin review.

Missing context delays legal before review even begins

How Checkbox fits

The Intake & Process Layer your contract stack is missing.

The most successful legal teams don’t buy one platform that does everything. They build a modular contract stack that integrates best-in-class software for each stage, from intake automation through repository and reporting.

Intake & Processes

✓ Checkbox

Captures every request, triages by risk and type, generates first drafts, manages approvals, and routes clean data to the next layer.

AI Review

e.g. Ivo, Legalyze

Reviews third-party paper, flags risk, compares to playbook, and auto-redlines.

Repository / CLM

e.g. Ironclad

Stores signed contracts, manages obligations, tracks expirations, and powers reporting.

Checkbox owns the first layer. Your CLM owns the last. AI review tools own the middle. Together, these legal contract management tools give your legal team a complete operating system for contract work.

Who it’s for

Whether you have a CLM or not, Checkbox fits where you are.

Checkbox works at every stage of your contracting maturity. Here’s how teams are using it today:

Just getting started

Build a contract process that scales from day one.

If your team is managing contracts by email, spreadsheet, or shared drive, you don’t need to boil the ocean with full CLM software. Checkbox gives you the structure you need right now, with the flexibility to layer in a CLM or AI review tool as your needs evolve.

Get intake, drafting, and approvals running in weeks, not months
No heavy implementation or vendor dependency to make changes
Immediate visibility across all contract requests and status
A clean data foundation that makes a future CLM migration easier

See how Checkbox gets teams up and running quickly

Already have a CLM

Make Ironclad, or any CLM, actually work.

If you’ve invested in a CLM but still have adoption problems, messy intake, or contracts arriving with incomplete data, Checkbox is the missing piece. We sit in front of your CLM, structuring every request before it arrives, so your investment pays off.

Business users submit through Checkbox, not directly into the CLM
Only the right work reaches legal; low-risk requests are handled automatically
Contracts arrive in your CLM with clean, complete metadata every time
Full visibility across contracting and non-contracting legal work in one place

See the Checkbox + Ironclad better together story

Already have an AI review tool

Give your AI review tool a smarter front end.

If you’re using an AI redlining or contract review tool, Checkbox ensures it gets structured, complete requests instead of ad hoc emails and PDFs. We handle the process before and after AI review, so you have full lifecycle visibility, not just a point solution.

Structured intake means your AI review tool gets clean, contextualized contracts
Approvals, routing, and execution are managed end-to-end, not just the review step
Track every contract from first request to executed agreement
Combine Checkbox + AI review + CLM for a complete modular contract stack

See how Checkbox integrates with AI review tools

From Intake to Resolution: One Connected Flow

See It In Action

Capture every request, wherever it starts

Meet the business in familiar tools like Salesforce, HubSpot, email, Slack, and Teams and kick off contract requests in just a few clicks.

Orchestrate approvals across every team

Automatically route contracts, tasks, and notifications to the right people based on your organization’s rules and policies, with no change to how legal already works.

Hand off cleanly for review and negotiation

Keep negotiations moving with direct integrations into your CLM or AI review tool, so internal and external stakeholders can redline and collaborate without losing context.

Track status, renewals, and obligations

Stay on top of key dates, renewals, and obligations with automated alerts that surface what matters, pulling from your CLM or repository without manual checks across systems.

See the full picture of legal’s impact

Gain visibility into request volumes, workflow statuses, and team capacity across contracting and every other type of legal work, then turn that data into metrics you can share with leadership.

Better together

Built to work with the tools you already have.

Checkbox is designed to be the orchestration layer of your legal tech stack, not a replacement for the tools you’ve already invested in.

CLM

e.g. Ironclad

Checkbox handles intake, drafting, and approvals upstream, then pushes signed contracts into Ironclad with clean metadata, improving data quality and CLM adoption.

AI Review

e.g. Ivo

Checkbox structures every contract request before it reaches your AI review tool, and manages workflow and approvals around it.

e-Signature

DocuSign, Adobe Sign

Checkbox builds and initiates e-signature packets as part of the approval and execution workflow.

Business systems

Salesforce, SharePoint, Teams

Checkbox meets business users where they already work. Intake happens natively in the tools they use every day.

Customer perspective
“When I talk about CLM, I think about intake, review, and repository. With Checkbox and Ivo, I have a CLM system that I’ve built myself using different tools with best-in-breed functionality, instead of having to give up some things because the CLM platform, which is a holistic tool, doesn’t have what I need.”
Jen Lenander
Sr. Director & Legal Chief of Staff at Elastic

Fix the front end

Ready to fix the front end of your contract process?

See Checkbox in action Checkbox + Ironclad

Key capabilities

Features for control and scalability

Custom Statuses, Fields & Boards

01 / 09

Custom Statuses, Fields & Boards

Create contract matters with custom statuses, fields, and boards to track the information your team needs.

New matter field

Add a custom status field to contract matters.

Matter configuration

Field type

Single select

Field name

Status

Options

Color coded

Not started

In review

Approved

Add option

AI-powered contract workflows

Contracts in. Work moving.

Use one legal front door to capture contract demand, route standard work to self-service, orchestrate approvals and third-party review, extract key terms, and report on the full lifecycle.

Answer

Handle contract FAQs and common requests automatically

Let an AI legal assistant grounded in your policies and playbooks answer routine contract questions and connect employees to approved workflows.

Checkbox

One question. One approved answer.

Question in Slack

Which NDA should I use?

Asked just now

Approved answer

Current

Use the standard mutual NDA.

Approved by Legal · Updated 2 days ago

Generate document

Create

Create and assign matters automatically

Use AI to generate contract matters, populate metadata, and route work across your legal technology stack without manual data entry.

Checkbox

Every contract request arrives complete and structured

slack

teams

Contract request

Contract type

Counterparty

Value

Deadline

Risk

Documents

Complete and ready to route

Extract

Leverage AI to extract and route key contract terms

Stay on top of obligations by allowing AI to automatically extract key terms from any contract and push clean data to your CLM, repository, or the right stakeholders.

Checkbox

Renewals and obligations disappear inside signed documents

Signed agreement

Executed

Key terms buried on page 18.

Upcoming obligations

Renewal noticeOverdue

Security reviewUnknown

Price adjustment12 days

Route

Route requests to self-service tools

Direct routine contracts, policy questions, and legal requests to approved self-service workflows or the right stakeholder.

Checkbox

Routine work resolves itself

Capture

Request received

Guide

Approved path

Complete

Work delivered

With Checkbox, everyone who works with legal works better.

Jen Lenander

Sr. Director & Chief of Staff, Elastic

Run legal like it runs the business.

Checkbox centralizes intake, automates routine processes, and gives legal visibility over every request.

NDA turnaround reduction

LOA turnaround

0 min

What is contract lifecycle management software?

Contract lifecycle management software oversees contracts from initiation through drafting, negotiation, signing, obligations, renewal, and analysis. It helps legal and business teams manage the process through connected digital workflows.

Does Checkbox replace a full CLM?

Checkbox provides a CLM-lite layer for intake, workflow orchestration, approvals, matter tracking, obligations, and reporting. It can also connect to specialist CLM and document systems when those remain systems of record.

How does Checkbox's AI legal assistant support contract workflows?

The assistant can answer routine contract questions from approved policies and playbooks, connect users to workflows, capture complete intake, create matters, and route requests that require legal judgment.

Do you have templates so we do not have to start from scratch?

Yes. Checkbox includes templates across intake, matter management, workflow automation, self-service, reporting, and common legal use cases that teams can adapt to their processes.

Can Checkbox integrate with our existing systems or database?

Yes. Checkbox connects with systems that provide REST APIs and supports data and document movement across tools including email, Slack, Microsoft Teams, SharePoint, Salesforce, Google Workspace, DocuSign, and other legal technology.

Can legal teams build and update contract workflows themselves?

Yes. Checkbox is no-code, so lawyers and legal operations professionals can visually build and update workflows without coding or IT knowledge.

Your contracts start here.

Contract work breaks when intake, approvals, documents, and obligations live in different systems

The Intake & Process Layer your contract stack is missing.

Whether you have a CLM or not, Checkbox fits where you are.

Build a contract process that scales from day one.

Make Ironclad, or any CLM, actually work.

Give your AI review tool a smarter front end.

From Intake to Resolution: One Connected Flow

Capture every request, wherever it starts

Orchestrate approvals across every team

Hand off cleanly for review and negotiation

Track status, renewals, and obligations

See the full picture of legal’s impact

Built to work with the tools you already have.

Ready to fix the front end of your contract process?

Features for control and scalability

Custom Statuses, Fields & Boards

Contracts in. Work moving.

Handle contract FAQs and common requests automatically

Create and assign matters automatically

Leverage AI to extract and route key contract terms

Route requests to self-service tools

With Checkbox, everyone who works with legal works better.

Run legal like it runs the business.

Frequently asked questions

Where legal takes control