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  • SOLUTIONS
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      • In-House Legal
          • In-House Legal Use Cases
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          • Law Firm Use Cases
          • Contract Generation for your Practice Group
          • Expense Request Workflow
          • Automated Advice Generator
      • People & HR
          • People & HR Use Cases
          • Employment Letter & Agreement Generation
          • Performance Management
          • Recruitment Process Management
          • Employee Onboarding Management
      • Finance and Tax
          • Finance & Tax Use Cases
          • Expense Request Workflow
          • Financial Report Generator
          • Automated Finance Risk Assessment
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          • Risk & Compliance Use Cases
          • Claims Review Audit
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      • Information Security
          • Information Security Use Cases
          • Information Security Risk Assessment
          • Automated Vendor Audits
          • Business Innovation Risk Assessment
      • Procurement
          • Procurement Use Cases
          • Procurement Framework
          • Vendor Agreement Generator
          • Vendor Risk Assessment

    • See All Use Cases →
    • See All App Templates →
  • PLATFORM
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      • Document Generation
      • Workflow Automation
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      • No-Code App Development

Use Cases

See how the Checkbox Platform enables automation solutions for businesses similar to yours

Search by Industry

use-case-graphic
In-house Legal
Law Firm
People & HR
Finance & Tax
Compliance
Info Security
Procurement
In-house Legal

Contract Generation

Free up time for the legal team by automating standard, low risk documents

See Use Case  

Bulk Contract Generation

Create hundreds of renewal contracts in minutes, error-free, using automation

See Use Case  

Document Execution Workflow

Digitise your document execution workflow to get your business deals across the line fast

See Use Case  

Legal Intake & Triage

Enable self-service and centralise the matter intake process with standardised, automated triage by creating a legal front door

See Use Case  

Law Firm

Contract Generation for your Practice Group 

Improve your firm’s competitiveness  by automating standard, low risk agreements

See Use Case  

Expense Request Workflow

Effortless expense automation, freeing lawyers from non-billable admin work and finance teams from inefficient workflows 

See Use Case  

Automated Advice Generator

Acquire new leads, add value to existing clients and empower your junior lawyers by providing a 24-7 self-serve tool for standard advice 

See Use Case  

People & HR

Employment Letter Agreement Generation

Free up time for the HR team by automating standard, low risk letters and agreements

See Use Case  

Performance Management

Create tailored performance management experiences in line with your organisation growth strategy

See Use Case  

Recruitment Process Management

Build bespoke solutions in a matter of days to automate unique areas not covered by your recruitment management system

See Use Case  

Employee Onboarding Management

Fast-track the onboarding experience for both employees and HR teams

See Use Case  

Finance & Tax

Expense Request Workflow

Effortless expense automation, fast-tracked to manage finances effectively

See Use Case  

Financial Report Generator

Generate bespoke and compliant-by-design financial reports within a fraction of the time

See Use Case  

Automated Finance Risk Assessment

Minimise business risk across the organisation at scale by automating the finance risk assessment process

See Use Case  

Compliance

Claims Review Audit

Digitise your audits to retain 100% compliance with regulatory bodies with less cost

See Use Case  

Automated Vendor Audits

Configurable and automated controls to enhance compliance and standardisation

See Use Case  

Business Innovation Risk Assessment

Automate risk management of business innovation ideas with proactive, empowered front-line teams

See Use Case  

Information Security Risk Assessment

Quickly automate information security risk assessments to keep information systems secure at all times

See Use Case  

Info Security

Automated Vendor Audits

Configurable and automated controls to enhance compliance and standardisation

See Use Case  

Business Innovation Risk Assessment

Automate risk management of business innovation ideas with proactive, empowered front-line teams

See Use Case  

Information Security Risk Assessment

Quickly automate information security risk assessments to keep information systems secure at all times

See Use Case  

Procurement

Procurement Framework

Turn complex paper-based procurement policies into intuitive and efficient digital user journeys, customised to your needs

See Use Case  

Vendor Agreement Generator

Fast track procurements by creating self-service, automated agreements that are ready to go

See Use Case  

Vendor Risk Assessment

Decrease time on evaluating vendors and reduce overall internal effort through automating your vendor risk assessment

See Use Case  

Search by Capability

Document Generation
Workflow Automation
Forms Automation
Decision Support
Document Generation

Contract Generation

Free up time for the legal team by automating standard, low risk documents

See Use Case  

Bulk Contract Generation

Create hundreds of renewal contracts in minutes, error-free, using automation

See Use Case  

Legal Intake & Triage

Enable self-service and centralise the matter intake process with standardised, automated triage by creating a legal front door

See Use Case  

Contract Generation for your Practice Group 

Improve your firm’s competitiveness  by automating standard, low risk agreements

See Use Case  

Expense Request Workflow

Effortless expense automation, freeing lawyers from non-billable admin work and finance teams from inefficient workflows 

See Use Case  

Employment Letter Agreement Generation

Free up time for the HR team by automating standard, low risk letters and agreements

See Use Case  

Performance Management

Create tailored performance management experiences in line with your organisation growth strategy

See Use Case  

Recruitment Process Management

Build bespoke solutions in a matter of days to automate unique areas not covered by your recruitment management system

See Use Case  

Employee Onboarding Management

Fast-track the onboarding experience for both employees and HR teams

See Use Case  

Expense Request Workflow

Effortless expense automation, fast-tracked to manage finances effectively

See Use Case  

Procurement Framework

Turn complex paper-based procurement policies into intuitive and efficient digital user journeys, customised to your needs

See Use Case  

Financial Report Generator

Generate bespoke and compliant-by-design financial reports within a fraction of the time

See Use Case  

Vendor Agreement Generator

Fast track procurements by creating self-service, automated agreements that are ready to go

See Use Case  

Vendor Risk Assessment

Decrease time on evaluating vendors and reduce overall internal effort through automating your vendor risk assessment

See Use Case  

Workflow Automation

Contract Generation

Free up time for the legal team by automating standard, low risk documents

See Use Case  

Bulk Contract Generation

Create hundreds of renewal contracts in minutes, error-free, using automation

See Use Case  

Document Execution Workflow

Digitise your document execution workflow to get your business deals across the line faster

See Use Case  

Contract Generation for your Practice Group 

Improve your firm’s competitiveness  by automating standard, low risk agreements

See Use Case  

Expense Request Workflow

Effortless expense automation, freeing lawyers from non-billable admin work and finance teams from inefficient workflows 

See Use Case  

Performance Management

Create tailored performance management experiences in line with your organisation growth strategy

See Use Case  

Recruitment Process Management

Build bespoke solutions in a matter of days to automate unique areas not covered by your recruitment management system

See Use Case  

Employee Onboarding Management

Fast-track the onboarding experience for both employees and HR teams

See Use Case  

Expense Request Workflow

Effortless expense automation, fast-tracked to manage finances effectively

See Use Case  

Claims Review Audit

Digitise your audits to retain 100% compliance with regulatory bodies with less cost

See Use Case  

Automated Vendor Audits

Configurable and automated controls to enhance compliance and standardisation

See Use Case  

Business Innovation Risk Assessment

Automate risk management of business innovation ideas with proactive, empowered front-line teams

See Use Case  

Information Security Risk Assessment

Quickly automate information security risk assessments to keep information systems secure at all times

See Use Case  

Procurement Framework

Turn complex paper-based procurement policies into intuitive and efficient digital user journeys, customised to your needs

See Use Case  

Financial Report Generator

Generate bespoke and compliant-by-design financial reports within a fraction of the time

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Automated Finance Risk Assessment

Minimise business risk across the organisation at scale by automating the finance risk assessment process

<!--HubSpot Call-to-Action Code --><center><span class="hs-cta-wrapper" id="hs-cta-wrapper-04372f8c-af52-444d-b318-5e82ca87253c"><span class="hs-cta-node hs-cta-04372f8c-af52-444d-b318-5e82ca87253c" id="hs-cta-04372f8c-af52-444d-b318-5e82ca87253c"><!--[if lte IE 8]><div id="hs-cta-ie-element"></div><![endif]--><a href="https://cta-redirect.hubspot.com/cta/redirect/4351004/04372f8c-af52-444d-b318-5e82ca87253c" ><img class="hs-cta-img" id="hs-cta-img-04372f8c-af52-444d-b318-5e82ca87253c" style="border-width:0px;" src="https://no-cache.hubspot.com/cta/default/4351004/04372f8c-af52-444d-b318-5e82ca87253c.png" alt="See Use Case  "/></a></span><script charset="utf-8" src="https://js.hscta.net/cta/current.js"></script><script type="text/javascript"> hbspt.cta.load(4351004, '04372f8c-af52-444d-b318-5e82ca87253c', {}); </script></span></center><!-- end HubSpot Call-to-Action Code -->

Vendor Agreement Generator

Fast track procurements by creating self-service, automated agreements that are ready to go

<!--HubSpot Call-to-Action Code --><center><span class="hs-cta-wrapper" id="hs-cta-wrapper-c0fdee28-dbf9-464c-a0b9-b68324a4b8e1"><span class="hs-cta-node hs-cta-c0fdee28-dbf9-464c-a0b9-b68324a4b8e1" id="hs-cta-c0fdee28-dbf9-464c-a0b9-b68324a4b8e1"><!--[if lte IE 8]><div id="hs-cta-ie-element"></div><![endif]--><a href="https://cta-redirect.hubspot.com/cta/redirect/4351004/c0fdee28-dbf9-464c-a0b9-b68324a4b8e1" ><img class="hs-cta-img" id="hs-cta-img-c0fdee28-dbf9-464c-a0b9-b68324a4b8e1" style="border-width:0px;" src="https://no-cache.hubspot.com/cta/default/4351004/c0fdee28-dbf9-464c-a0b9-b68324a4b8e1.png" alt="See Use Case  "/></a></span><script charset="utf-8" src="https://js.hscta.net/cta/current.js"></script><script type="text/javascript"> hbspt.cta.load(4351004, 'c0fdee28-dbf9-464c-a0b9-b68324a4b8e1', {}); </script></span></center><!-- end HubSpot Call-to-Action Code -->

Vendor Risk Assessment

Decrease time on evaluating vendors and reduce overall internal effort through automating your vendor risk assessment

<!--HubSpot Call-to-Action Code --><center><span class="hs-cta-wrapper" id="hs-cta-wrapper-03335b22-2f42-4bf7-9fd5-58dc49ee52a7"><span class="hs-cta-node hs-cta-03335b22-2f42-4bf7-9fd5-58dc49ee52a7" id="hs-cta-03335b22-2f42-4bf7-9fd5-58dc49ee52a7"><!--[if lte IE 8]><div id="hs-cta-ie-element"></div><![endif]--><a href="https://cta-redirect.hubspot.com/cta/redirect/4351004/03335b22-2f42-4bf7-9fd5-58dc49ee52a7" ><img class="hs-cta-img" id="hs-cta-img-03335b22-2f42-4bf7-9fd5-58dc49ee52a7" style="border-width:0px;" src="https://no-cache.hubspot.com/cta/default/4351004/03335b22-2f42-4bf7-9fd5-58dc49ee52a7.png" alt="See Use Case  "/></a></span><script charset="utf-8" src="https://js.hscta.net/cta/current.js"></script><script type="text/javascript"> hbspt.cta.load(4351004, '03335b22-2f42-4bf7-9fd5-58dc49ee52a7', {}); </script></span></center><!-- end HubSpot Call-to-Action Code -->

Forms Automation

Contract Generation

Free up time for the legal team by automating standard, low risk documents

See Use Case  

Bulk Contract Generation

Create hundreds of renewal contracts in minutes, error-free, using automation

See Use Case  

Document Execution Workflow

Digitise your document execution workflow to get your business deals across the line faster

See Use Case  

Legal Intake & Triage

Enable self-service and centralise the matter intake process with standardised, automated triage by creating a legal front door

See Use Case  

Contract Generation for your Practice Group 

Improve your firm’s competitiveness  by automating standard, low risk agreements

See Use Case  

Expense Request Workflow

Effortless expense automation, freeing lawyers from non-billable admin work and finance teams from inefficient workflows 

See Use Case  

Employment Letter Agreement Generation

Free up time for the HR team by automating standard, low risk letters and agreements

See Use Case  

Performance Management

Create tailored performance management experiences in line with your organisation growth strategy

See Use Case  

Recruitment Process Management

Build bespoke solutions in a matter of days to automate unique areas not covered by your recruitment management system

See Use Case  

Employee Onboarding Management

Fast-track the onboarding experience for both employees and HR teams

See Use Case  

Expense Request Workflow

Effortless expense automation, fast-tracked to manage finances effectively

See Use Case  

Claims Review Audit

Digitise your audits to retain 100% compliance with regulatory bodies with less cost

See Use Case  

Automated Vendor Audits

Configurable and automated controls to enhance compliance and standardisation

See Use Case  

Business Innovation Risk Assessment

Automate risk management of business innovation ideas with proactive, empowered front-line teams

See Use Case  

Information Security Risk Assessment

Quickly automate information security risk assessments to keep information systems secure at all times

See Use Case  

Procurement Framework

Turn complex paper-based procurement policies into intuitive and efficient digital user journeys, customised to your needs

See Use Case  

Financial Report Generator

Generate bespoke and compliant-by-design financial reports within a fraction of the time

See Use Case  

Automated Finance Risk Assessment

Minimise business risk across the organisation at scale by automating the finance risk assessment process

See Use Case  

Vendor Agreement Generator

Fast track procurements by creating self-service, automated agreements that are ready to go

See Use Case  

Vendor Risk Assessment

Decrease time on evaluating vendors and reduce overall internal effort through automating your vendor risk assessment

See Use Case  

Automated Advice Generator

Acquire new leads, add value to existing clients and empower your junior lawyers by providing a 24-7 self-serve tool for standard advice 

See Use Case  

Decision Support

Contract Generation

Free up time for the legal team by automating standard, low risk documents

See Use Case  

Document Execution Workflow

Digitise your document execution workflow to get your business deals across the line faster

See Use Case  

Legal Intake & Triage

Enable self-service and centralise the matter intake process with standardised, automated triage by creating a legal front door

See Use Case  

Contract Generation for your Practice Group 

Improve your firm’s competitiveness  by automating standard, low risk agreements

See Use Case  

Expense Request Workflow

Effortless expense automation, freeing lawyers from non-billable admin work and finance teams from inefficient workflows 

See Use Case  

Employment Letter Agreement Generation

Free up time for the HR team by automating standard, low risk letters and agreements/vc_column_text]
See Use Case  

Performance Management

Create tailored performance management experiences in line with your organisation growth strategy

See Use Case  

Recruitment Process Management

Build bespoke solutions in a matter of days to automate unique areas not covered by your recruitment management system

See Use Case  

Employee Onboarding Management

Fast-track the onboarding experience for both employees and HR teams

See Use Case  

Expense Request Workflow

Effortless expense automation, fast-tracked to manage finances effectively

See Use Case  

Claims Review Audit

Digitise your audits to retain 100% compliance with regulatory bodies with less cost

See Use Case  

Automated Vendor Audits

Configurable and automated controls to enhance compliance and standardisation

See Use Case  

Business Innovation Risk Assessment

Automate risk management of business innovation ideas with proactive, empowered front-line teams

See Use Case  

Information Security Risk Assessment

Quickly automate information security risk assessments to keep information systems secure at all times

See Use Case  

Procurement Framework

Turn complex paper-based procurement policies into intuitive and efficient digital user journeys, customised to your needs

See Use Case  

Financial Report Generator

Generate bespoke and compliant-by-design financial reports within a fraction of the time

See Use Case  

Automated Finance Risk Assessment

Minimise business risk across the organisation at scale by automating the finance risk assessment process

See Use Case  

Vendor Agreement Generator

Fast track procurements by creating self-service, automated agreements that are ready to go

See Use Case  

Vendor Risk Assessment

Decrease time on evaluating vendors and reduce overall internal effort through automating your vendor risk assessment

See Use Case  

Automated Advice Generator

Acquire new leads, add value to existing clients and empower your junior lawyers by providing a 24-7 self-serve tool for standard advice 

<!--HubSpot Call-to-Action Code --><center><span class="hs-cta-wrapper" id="hs-cta-wrapper-6d685b32-ac5c-4539-af5f-fca59fecad48"><span class="hs-cta-node hs-cta-6d685b32-ac5c-4539-af5f-fca59fecad48" id="hs-cta-6d685b32-ac5c-4539-af5f-fca59fecad48"><!--[if lte IE 8]><div id="hs-cta-ie-element"></div><![endif]--><a href="https://cta-redirect.hubspot.com/cta/redirect/4351004/6d685b32-ac5c-4539-af5f-fca59fecad48" ><img class="hs-cta-img" id="hs-cta-img-6d685b32-ac5c-4539-af5f-fca59fecad48" style="border-width:0px;" src="https://no-cache.hubspot.com/cta/default/4351004/6d685b32-ac5c-4539-af5f-fca59fecad48.png" alt="See Use Case  "/></a></span><script charset="utf-8" src="https://js.hscta.net/cta/current.js"></script><script type="text/javascript"> hbspt.cta.load(4351004, '6d685b32-ac5c-4539-af5f-fca59fecad48', {}); </script></span></center><!-- end HubSpot Call-to-Action Code -->


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