Forms Automation

Build dynamic smart forms to create digital form-based workflows and automate your processes on an all-in-one automation platform. Just drag-and-drop. No coding needed.

Isometric document in blue cube

Create dynamic smart forms using drag-and-drop

Build dynamic smart forms which collect all the information necessary to automate workflows, support decisioning, and populate documents. Utilise data validation, conditional fields, Yes/No fields, dropdowns and more.

Use forms to support workflow automation

Forms support workflows which you can build to facilitate processes including triage, reviews, approvals, assessments, and document generation.

Discover forms automation with a single, powerful, no-code platform

Dynamic Forms

Build digital forms with conditional fields using Y/N, dropdowns, free text and more

Data Validation

Validate data entered into forms by end users by length, regular expression & more

Decision-Tree Logic

Create forms that react dynamically to the responses to provide a tailored journey

Digital Spreadsheets

Build automatic calculations, if-then logic, and weighted scores into forms

Tool Tips

Add on-screen guidance such as tips and definitions to provide more support to users

Workflow Automation

Automate end-to-end user journeys including approvals, scheduled tasks and reminders

Flexible Deployment

Multiple native deployment options facilitate both external & internal user journeys


Gain insight into data collected across your apps through customisable dashboards

See how Checkbox can transform your team


Right Every Time

Improve accuracy, standardisation, and compliance within your workflows


Take Control of Data

Access data not captured in manual methods of working such as email

Hear what customers have to say

Will L.

Programme Manager,
Financial services company

“Great tool to organise and automate your workflows. Ability to set up processes and workflows; rank, list, and score items; send automated emails; logic; and set dependent/conditional fields for forms, surveys, and other elements to gather data”


Meg T.

P&C consultation, Food and beverage company

“It’s easy for anyone in your business to learn how to build a basic app. The platform is so flexible that it can be used across different industries. We use it in a large HR function – there are so many opportunities to simplify and automate processes using Checkbox.”


Richard C.

Deputy group general counsel, Consumer goods company

“We have automated a number of manual or error prone tasks quickly using Checkbox and in situations where larger, less flexible incumbent systems have not been able to do so. In a rapidly changing environment, controlling your own destiny is important.”


Checkbox is trusted globally by the best

Hall & Wilcox

Access templates for forms automation apps

Create solutions even faster on Checkbox by using templates instead of building from scratch

Non-Disclosure Agreement (NDA)

Generate Non-Disclosure Agreements from an intuitive digital questionnaire and facilitate the approval and signature process around the document

Get Template

Legal Intake and Triage

Access services through a centralised, streamlined and standardised process that enables self-service resources, automated tools, or escalation to appropriate lawyers

Get Template

Document Execution Approval

Guide users through reviews and facilitate a digital approval process around the signing and execution of agreements depending on factors like contract value and transaction type

Get Template

Get In Touch

Contact our team to learn more about Checkbox, or to request a free personalised demo.