Jen Lenander
Intake & centralize all requests
Consolidate all legal service requests from multiple channels and intake forms into a single source of truth.
Legal Operations Software
Legal operations software to help your team stay organized and work more efficiently. Manage legal requests, improve service delivery, and track what’s getting done, while generating insights that strengthen how your team operates.
Trusted by leading legal teams, globally
The Evolving Challenges of In-House Legal Operations
In-house legal teams are expected to respond quickly, handle more work, and support the business. But when tasked to do this using limited resources, manual processes, and disconnected tools, you start to face diminishing returns. Legal operations software helps by automating tasks, creating clear workflows, and enabling smoother service delivery.
In-house legal operations are often tied up with repetitive tasks such as legal intake, triage, document drafting, and task tracking. Legal operations software automates these processes, saving time and allowing teams to focus on higher-value legal work.
Where work breaks down: Manual, Time-Consuming Legal Work
Where work breaks down: Manual, Time-Consuming Legal Work
How Checkbox solves it: Intake Chaos & Request Overload
Streamline Legal Requests & Insights
Centralize legal service delivery, workflow automation, matter management, and operational reporting.
Consolidate all legal service requests from multiple channels and intake forms into a single source of truth for your legal operations team.
How Checkbox solves it: Intake Chaos & Request Overload
Manage all legal work from intake to reporting
Triage and assign requests
Route each request through the right workflow, team, or owner.
Manage matters
Track requests, documents, tasks, stakeholders, deadlines, and approvals in one platform.
Automate workflows
Reduce manual work with automation and enable business users to complete routine legal tasks through self-service tools.
Track and report on legal workload
Quantify legal performance with customizable dashboards and reports.
Features for control and scalability
Custom Statuses, Fields & Boards
Custom Statuses, Fields & Boards
Tailor intake workflows by creating custom statuses, fields, and boards to improve data capture and categorization.
New matter field
Single select
Status
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Not started
In review
Approved
Intake reimagined with AI
Address Legal Requests and Queries Automatically
Use an AI-powered legal assistant trained on your company’s policies within your Checkbox-powered legal front door to handle intake questions, FAQs, and common legal requests.
Auto-generate and Manage Legal Matters
Let AI pre-fill matter records and auto-generate documents during intake to eliminate repetitive tasks and speed up service delivery.
Categorize and Triage Legal Requests with AI
Checkbox uses AI to understand request intent, classify submissions, and route them to the right workflow, matter type, or legal team, ensuring consistent triage and faster resolution.
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 processes can legal operations software help us automate?
Legal operations software automates processes such as legal intake, triage, task assignments, approvals, escalations, contract routing, and reporting. It helps standardize service delivery while reducing manual overhead.
Can we configure the platform to match our internal legal workflows?
Yes, Checkbox is highly configurable. You can customize workflows, matter types, fields, statuses, intake forms, and dashboards to reflect your team’s unique processes, terminology, and approval structures. No IT support is required.
How does your system help reduce manual legal work?
By centralizing legal work and integrating with enterprise systems, the platform ensures that legal processes are embedded into broader business workflows. This improves responsiveness, transparency, and stakeholder alignment.
Does the platform integrate with our enterprise tools like CLM, DMS, or ticketing systems?
Yes, legal operations software integrates with common tools such as contract lifecycle management (CLM) platforms, document management systems (DMS), and service desks. This allows seamless handoffs and centralized data management across your legal tech stack.
Can the software support multiple regions, business units, or teams?
Yes, legal operations software supports role-based access, regional workflows, and departmental segregation. This makes it easy to scale globally or across business units while maintaining control and compliance.
What kind of insights can legal operations teams expect from reporting?
Checkbox provides real-time dashboards and customizable reports to track legal service metrics. You can monitor request volumes, turnaround times, matter aging, team utilization, and recurring issue types to support continuous improvement.
Strengthen how your legal operations team works
Manage legal requests, improve service delivery, track what’s getting done, and generate insights that strengthen how your team operates.
