Jen Lenander
Intake & centralize all requests
Automatically capture requests via email, Slack, Teams, forms & more.
Legal Project Management Software
Centralize and gain visibility over all legal work for a single source of truth.
Trusted by leading legal teams, globally
Capture requests wherever the business is
Centralize and gain visibility over all legal work for a single source of truth.
Automatically capture requests via email, Slack, Teams, forms & more.
Where work breaks down: Flexible Intake
Where work breaks down: Flexible Intake
How Checkbox solves it: Triage and assign requests
Manage all legal work from intake to reporting
Bring together legal projects, task management, documents, workflows, and data, and enable service excellence for legal teams.
Route requests automatically based on matter type, lawyer expertise, capacity and business unit.
How Checkbox solves it: Triage and assign requests
Manage all legal work from intake to reporting
Triage and assign requests
Route requests automatically based on matter type, lawyer expertise, capacity and business unit.
Track and progress matters
Centralize matters, documents, files, and more to gain a single source of truth.
Collaborate with the team and business
Bring legal projects, tasks, documents, workflows, and data together.
Track and report on legal workload
Gain visibility into legal performance and key metrics to assess workload impact.
Features for control and scalability
Custom Statuses, Fields & Boards
Custom Statuses, Fields & Boards
Create matters with custom statuses, fields and boards to keep track of key information for your team.
New matter field
Single select
Status
Color coded
Not started
In review
Approved
Intake reimagined with AI
Address requests and queries automatically
Use an AI legal chatbot to handle requests/queries, trained on your policies & playbooks.
Create and populate matters automatically
Leverage AI to generate and fill in records, eliminating manual data entry each time.
Categorize and route requests intelligently
Route to the relevant workflow, process or person using AI-powered text analysis.
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 is Checkbox?
Checkbox is intake and workflow automation platform used by legal teams to maintain control, gain visibility, and get work done. With Checkbox, spend less time on manual, administrative work, and more time being the legal function that partners and grows together with the business.
What is a 'matter management system'?
It's a specialized technology solution that streamlines and organizes complex legal processes and information within law firms or legal departments. It facilitates efficient management of case files, documents, contacts, deadlines, time tracking, and billing.
Do you have templates so we do not have to start from scratch?
Yes, Checkbox has a range of templates for common use-cases across intake and matter management, workflow automation, self-service tools and AI chatbot which you can get access to.
Can Checkbox integrate with our existing systems or database?
Yes, solutions built on Checkbox can be integrated with any other system that has available REST APIs. Key integrations include email, Slack, Microsoft Teams, SharePoint, Salesforce, Google Workspace, DocuSign, Adobe Sign and more.
What is the profile or skill sets of users who typically build on Checkbox?
Checkbox is no code. Our completely visual drag and drop application builder means that anyone, including those with no technical background can build their own automation and workflow tools without coding or IT knowledge.
Streamline your services and scale your impact with the business
Centralize and gain visibility over all legal work for a single source of truth.
