Jen Lenander
Intake & centralize all requests
Capture requests from email, Slack, Teams, Salesforce, and more in one platform.
Request Tracking Software
Quickly see what the legal team is working on for a single source of truth.
Trusted by leading legal teams, globally
Navigating the challenges of tracking legal requests
When requests arrive through different channels and are tracked manually, neither legal nor the business has a dependable view of ownership, status, or next steps.
Email, chat, forms, and spreadsheets create separate queues, making it easy for work to be overlooked or duplicated.
Separate request queue
slack
Separate request queue
teams
Separate request queue
Separate queues make requests easy to miss or duplicate
Separate request queue
slack
Separate request queue
teams
Separate request queue
Separate queues make requests easy to miss or duplicate
Manage all legal requests from intake to reporting
Triage and assign requests
Route incoming work to the right legal owner with consistent request data and assignment rules.
Manage matters
Centralize matters, documents, files, status, and history for a complete source of truth.
Leverage analytics and trends
Gain insight into matter volume, status, and type over time to identify seasonality and capacity gaps.
Track and report on legal workload
View detailed insights into request execution, workflow usage, status, and performance.
Features for control and scalability
Custom Statuses, Fields & Boards
Custom Statuses, Fields & Boards
Create matters with custom statuses, fields, and boards to keep key information visible.
New matter field
Single select
Status
Color coded
Not started
In review
Approved
Every legal request stays visible through resolution.
Requests are captured in one system, routed with consistent information, and tracked from submission through completion for a shared source of truth.
Capture every request in one trackable queue
Bring requests from email, Slack, Teams, Salesforce, and other channels into one structured queue with a visible status.
- Source, requester, priority, and due date
- Duplicate-safe structured intake
email
slackteamsGive every request an accountable owner
Route each request using its priority, region, deadline, and source so ownership, next steps, and service expectations are clear.
- Rule-based or capacity-based assignment
- Visible owner and service target
Review customer MSA
High
APAC
Friday
Salesforce
Keep progress visible from submission to resolution
Show legal and business stakeholders the current status, assigned owner, timeline, and outcome without manual follow-up.
- Status timeline and stakeholder updates
- Tasks, files, and decisions together
Customer contract review
Submitted
Mon 9:12
Assigned
Alex Chen
In review
Due Friday
Use request data to improve legal service
Measure request volume, cycle time, on-time completion, and bottlenecks so legal can improve service and plan capacity.
- Cycle time and aging by request type
- Volume and capacity trends
48
12 due soon
3.2d
Down 14%
94%
+6 pts
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 an intake and workflow automation platform used by legal teams to maintain control, gain visibility, and get work done.
What is a legal front door?
A legal front door is a single point where the business goes to access legal services through self-service and connection with lawyers.
How does Checkbox's AI chatbot work?
Checkbox uses generative AI to support conversational legal intake and triage across Slack, Teams, email, and more, drawing from each organization’s approved knowledge sources.
Do you have templates so we do not have to start from scratch?
Yes, Checkbox has templates for common use cases across intake, matter management, workflow automation, self-service tools, and AI chatbot experiences.
Can Checkbox integrate with our existing systems or database?
Yes, solutions built on Checkbox can integrate with systems that provide REST APIs, including email, Slack, Teams, SharePoint, Salesforce, Google Suite, HubSpot, and e-signature tools.
What is the profile or skill sets of users who typically build on Checkbox?
Checkbox is no-code. Lawyers and business professionals across seniority levels can build automation and workflow tools without coding or IT knowledge.
Streamline your services and scale your impact with the business
Track every request from intake through resolution, with the visibility legal and the business need.
