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Workflow Automation Software
Streamline manual processes between people, systems, and data to champion scalability & innovation.
Trusted by leading legal teams, globally
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Take full control over your legal work
Allow employees to submit requests via Salesforce, Slack, Teams, email & more
Digitize legal processes and decisions in line with your legal rules & regulations
Gain visibility into legal performance and key metrics to assess workload impact
Create digital workflows by visually mapping the steps and flow of activities
Manage legal processes from intake to reporting
Intake & centralize all requests
Meet the business where there are on email, Slack, Teams, Salesforce and forms & capture requests into a single platform.
Build self-service tools
Guide employees to self-serve FAQ, submit disclosures, generate documents and more for simple, repetitive requests.
Automate manual processes
Build automated workflows to streamline manual processes, tasks and communications between people, systems, and data.
Streamline approvals
Automatically route documents, tasks and notifications to the designated approvers based your organization’s rules.
Capture the full story & impact of legal
Gain visibility on request statuses and workload to communicate legal team metrics and performance to leadership.
Features for control and scalability
Custom Statuses, Fields & Boards
Create matters with custom statuses, fields and boards to keep track of key information for your team.
Linked Inboxes
Connect emails and documents automatically so you can search & retrieve information quickly.
Configurable Views
Track all your legal matters by category, status, priority or in any way you want to work.
Databases
Create, retrieve and update data from a shared data source to use for your digital workflows.
No-Code Process Mapping
Create digital workflows by visually mapping the steps and flow of activities within a specific legal process.
Complex Workflows
Facilitate linear, parallel, and trigger-based workflows that closely emulate your real-life processes.
Customizable Reports
Create your own reports and visualization fit for your team’s unique metrics and fields.
Template Reports
Leverage our ready-to-use legal reports to measure industry standard metrics and implement faster.
Analytics and Trends
Use analytics to see trends into matter volume, status and type to identify seasonality and capacity gaps.
Dynamic duo: Intake & workflow automation
Address routine 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.
No code, no worries.
Build workflows on completely visual canvas, drag and drop
Put the power in the hands of legal to build solutions in just weeks, not years, and without any technical or coding knowledge.
Deploy our workflow templates in just one click
Use our legal templates for common use cases such as Non-Disclosure Agreements, Gifts & Entertainment, Trademark Clearances and more.
Leverage our pre-built integrations
Integrate with any system with available REST APIs. Access integrations for DocuSign, Slack, Salesforce, SharePoint, Google Drive and more.
AI Legal Front Door
Create a portal for the business to easily submit requests and access legal services.
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Slack Intake
Automate and centralize the intake, triage, and assignment of requests from Slack.
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Microsoft Teams Intake
Automate and centralize the intake, triage, and assignment of requests from Teams.
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Forms Intake
Use intelligent forms across your preferred channels to capture & organize requests.
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Matter Management
Centralize all matters, documents, approvals, & conversations for a single source of truth.
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Non-Disclosure Agreement
Streamline the entire contract lifecycle to accelerate and secure deals faster.
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Service Agreement (MSA)
Streamline the entire contract lifecycle to accelerate and secure deals faster.
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Contract Approvals
Streamline the entire contract lifecycle to accelerate and secure deals faster.
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Sales Contracts
Streamline the entire contract lifecycle to accelerate and secure deals faster.
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Non-Disclosure Agreement
Streamline the entire contract lifecycle to accelerate and secure deals faster.
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Conflict of Interest
Streamline the submission, assessment, and management for conflicts of interest.
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Gifts & Entertainment
Leverage an AI legal assistant to transform your static gifts and entertainment policies.
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Travel Requests
Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.
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Legal / Policy FAQ
Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.
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Gifts & Entertainment
Leverage an AI legal assistant to transform your static gifts and entertainment policies.
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Employee Benefits
Leverage an AI legal assistant to serve up-to-date and compliant responses at scale.
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Travel Requests
Leverage an AI legal assistant to deliver up-to-date & compliant responses at scale.
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Privacy Policy
Use an AI legal assistant to streamline privacy policy creation and communication.
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Security Policy
Use an AI legal assistant to streamline security policy creation and communication.
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Trusted by leading companies worldwide
“Without the need for technical skills or the help of IT, Checkbox has enabled us to automate intake and triage, pre-populate significant volumes of information up front, and allocate matters to the lawyers with the right expertise and availability. It is a living, breathing tool we can scale and adapt easily to maintain a legal safety blanket for the business.”
Ben Langford
Group Counsel at Woolworths
60+
workflows automated across legal
“The legal and people & culture teams have been able to focus on the people rather than the processes, whilst rolling out solutions organization-wide at a velocity that was unachievable previously.”
Richard Conway
Deputy Group General Counsel & Group Company Secretary at Coca-Cola
15+
documents automated per year across the business
“Our legal teams spend less time on menial tasks and more time on things that require their skills and expertise, and they get to spend more face-to-face time with business stakeholders to meet business deliverables.”
Denise Doyle
Legal Transformation Lead at Telstra
6,000+
hours saved per year for processes across legal
"We're no longer a roadblock to the business. Standardizing our processes with automation using Checkbox has allowed us to work on more complex business matters, making us a stronger business partner"
Georgia Petry
Legal Counsel at Xero
250+
documents automated in first implementation
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Connect with your tech stack
Streamline the flow of data, documents and activities across your other systems with out-of-the-box custom integrations.
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Frequently Asked Questions
If you have any further questions, Get in touch with our friendly team.
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.
Loved by legal and the business for our ease of use, features, and support, companies like Allianz, Coca-Cola Europacific Partners, BMW and Xero transform their legal services with Checkbox.
What is 'Workflow Automation'?
What is Workflow Automation? It's a powerful tool that empowers users to create custom and automated workflows tailored to their specific business requirements. Unlike manual workflows, which necessitate human intervention to move items between task components, automated workflows operate seamlessly, enhancing efficiency and productivity.
How does Checkbox's AI chatbot work?
Checkbox uses generative Al to provide the next generation in legal intake and triage. Our Al-powered front door meets business users where they live - in Slack, Teams, email, and more. And we meet them with an experience that allows them to ask for help in a way that comes naturally to them, using conversations and not just forms. Drawing from a source of knowledge unique to each customer's organization, the chatbot assistant is able to answer frequently asked questions and seamlessly link to automated workflows to collect approvals, submit disclosures, generate documents, and assign work to the appropriate person.
Checkbox uses OpenAl's large language models. The Al APIs we use have a zero-retention policy - meaning OpenAl cannot view any of that data, store it longer than required to process the request, or use any of it to train the Al model.
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. & matter management, workflow automation, self-service tools and AL chatbot which you can get access to. Leverage ready-to-use solutions, reporting and more so you can view industry standard processes and implement faster. Explore our available solution templates.
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. Integrations within Checkbox applications typically streamline the flow of data and trigger events across your existing systems and workflow. You can pull data and documents from other systems into Checkbox and conversely push data and documents into other systems automatically.
Key integrations with Checkbox include email, Slack, Microsoft Teams, Sharepoint, Salesforce, Google Suite, Hubspot, Salesforce, DocuSign, AdobeSign 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. We have lawyers and business professional all building on Checkbox, and across many different seniority levels (C-Suite, middle managers and interns)