Jen Lenander
Intake & centralize all requests
Funnel intake from email, Slack, Teams, and forms into one single platform.
Legal Tech Software
Innovative legal tech software that drives smarter in-house legal operations by streamlining intake, automating workflows, and enhancing service delivery. Capture, route, and manage legal requests with ease.
Trusted by leading legal teams, globally
The Evolving Challenges Facing In-House Legal Teams
In-house legal departments using outdated legal technology software face challenges with scaling, efficiency, and proving value. Relying on outdated processes, disconnected communication channels, and manual workflows hinders their ability to deliver high-quality legal services quickly and consistently.
When legal teams are bombarded with unformatted requests from multiple channels, it’s difficult to capture, prioritize, and assign work consistently. Without centralized legal intake software, delays and missed deadlines are more likely.
Where work breaks down: Disconnected Intake and Request Chaos
Where work breaks down: Disconnected Intake and Request Chaos
How Checkbox solves it: Legal Intake & Centralization
Streamline Legal Requests & Insights
Capture, automate, manage, and report on legal work through one connected legal technology platform.
Funnel intake from email, Slack, Teams, and forms into one single platform to enable complete, categorized, and instantly routed requests.
How Checkbox solves it: Legal Intake & Centralization
Manage all legal work from intake to reporting
Triage and assign requests
Enable complete, categorized, and instantly routed legal requests.
Manage matters
Manage all legal matters from one centralized workspace, with corresponding documents, tasks, approvals, emails, and discussions linked to each.
Automate workflows
Automate routine legal processes like approvals, reviews, and document generation with no-code workflows.
Track and report on legal workload
Measure legal team performance, spot bottlenecks, and optimize resource allocation with real-time dashboards and built-in data analytics.
Features for control and scalability
Custom Statuses, Fields & Boards
Custom Statuses, Fields & Boards
Enhance data capture and organization by customizing intake workflows with tailored statuses, fields, and boards.
New matter field
Single select
Status
Color coded
Not started
In review
Approved
Intake reimagined with AI
Address Legal Requests and Queries Automatically
Introduce a policy-trained AI legal chatbot into your legal operations platform to efficiently manage routine requests, FAQs, and intake queries.
Auto-generate and Manage Legal Matters
Let AI pre-fill matter legal management system records with relevant details collected during intake to reduce manual input and speed up matter creation.
Categorize and Triage Legal Requests with AI
Ensure triage consistency by using AI-based text analysis to classify and route incoming requests to the appropriate workflow, matter type, or legal team.
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 in-house legal workflows, including intake and triage, matter management, contract approvals, NDAs, policy queries, compliance reviews, and more.
Can we configure workflows without relying on IT?
Yes, the Checkbox platform is fully no-code, allowing legal operations teams to build and maintain workflows, forms, and routing logic without technical support.
Does the system integrate with our existing tools like Outlook, Teams, Slack, or Salesforce?
Yes, you can integrate directly with tools like Outlook, Microsoft Teams, Slack, Salesforce, and more, so requests can be captured where your business users already work.
How does your AI help with intake and triage?
AI-powered intake automates classification, routing, and chatbot-style responses based on your internal policies. It reduces back-and-forth and helps legal teams respond faster with less manual effort.
Can we track performance and team capacity?
Yes, the platform includes real-time dashboards and reporting to help you monitor matter progress, turnaround times, volume trends, and resource allocation.
Is the platform scalable as our legal team grows?
Yes, the system is designed to scale with your needs, supporting everything from small legal teams to global departments with complex workflows and high request volumes.
Build a connected legal technology platform
Streamline intake, automate workflows, enhance service delivery, and manage legal requests with ease.
