Jen Lenander
Intake & centralize all requests
Bring legal requests into one centralized intake hub from the channels where the business already works.
Legal Department Management Software
Powerful software to help legal department operations run more smoothly. Automate intake, route legal requests, categorize matters, and streamline workflows to improve efficiency, visibility, and service delivery across your in-house legal team.
Trusted by leading legal teams, globally
The Evolving Challenges of Today’s Legal Departments
Legal departments must constantly balance risk, efficiency, business support, and the need to prove value. But in a fast-moving environment, outdated tools, inconsistent processes, and growing complexity make it harder to keep up.
In-house legal teams are often hindered by repetitive tasks like intake triage, document drafting, and task tracking. Legal management software helps by automating those workflows, so teams can run more efficiently and focus on higher-value work.
Where work breaks down: Too Much Manual Work
Where work breaks down: Too Much Manual Work
How Checkbox solves it: Intake & Centralize All Requests
Streamline Legal Requests & Insights
Bring every request, workflow, matter, and report into one connected legal management platform.
Bring all legal requests from email, Slack, Teams, and forms in one centralized intake hub.
How Checkbox solves it: Intake & Centralize All Requests
Manage all legal work from intake to reporting
Triage and assign requests
Automatically route requests based on type, expertise, workload, and business unit.
Manage matters
Organize all matters with linked documents, tasks, approvals, emails, and conversations.
Automate workflows
Automate repeatable legal work and route each step through the right process.
Track and report on legal workload
Monitor performance, spot bottlenecks, and prove legal’s value with real-time dashboards and reports.
Features for control and scalability
Custom Statuses, Fields & Boards
Custom Statuses, Fields & Boards
Tailor intake workflows with custom statuses, fields, and boards to improve data collection.
New matter field
Single select
Status
Color coded
Not started
In review
Approved
Intake reimagined with AI
Address Legal Requests and Queries Automatically
Let an AI-powered legal chatbot trained on your company’s policies handle routine legal requests, FAQs, and intake queries directly within your legal department management platform.
Auto-generate and Manage Legal Matters
Streamline matter intake by letting AI fill in matter records for you, so your team can spend less time on data entry and more time on high-value initiatives.
Categorize and Triage Legal Requests with AI
Use AI-driven text analysis to classify and route legal requests as they come in, so they’re automatically sorted by matter type and directed to the right workflow.
With Checkbox, everyone who works with legal works better.
Run legal like it runs the business.
Checkbox centralizes intake, automates routine processes, and gives legal visibility over every request.
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Frequently asked questions
What types of legal work can your platform support?
Checkbox supports a wide range of legal work, including contract reviews, compliance workflows, legal service requests, matter tracking, NDAs, policy guidance, and more. It’s built to support everything from simple tasks to more complex workflows.
Can this integrate with our existing tools like Outlook, Slack, Salesforce, or Jira?
Yes, the platform integrates with popular tools used by legal and business teams, enabling direct intake from email, chat, or business systems. It also supports API connections for custom integrations.
How does your system help reduce manual legal work?
By automating intake, routing, document generation, approvals, and task assignments, Checkbox eliminates repetitive work and allows legal teams to focus on strategic, high-value matters.
Is your platform customizable to fit our workflows and terminology?
Yes, you can use no-code tools to customize fields, statuses, dashboards, workflows, and intake forms to reflect your internal processes, team structures, and reporting needs.
How does the AI legal intake work, and is it secure?
AI-driven intake uses natural language understanding to classify, respond to, and route legal requests automatically. It’s trained on your organization’s policies and meets enterprise-grade security and privacy standards.
What kind of reporting and analytics are included?
The Checkbox platform includes real-time dashboards, customizable reports, and built-in templates that help you track matter volume, turnaround times, team capacity, and other KPIs to demonstrate legal’s impact.
Run legal department operations from one connected platform
Automate intake, route legal requests, categorize matters, and streamline workflows to improve efficiency, visibility, and service delivery.
