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NO-code solution template
Automate the collection of matter and client management information for the accounting team
Trusted by leading legal teams, globally
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Reduce turnaround time
Provide an intuitive, self-service tool for users and shorten the queue for accounts payable check requests
Integrate with your accounting systems
Avoid rekeying information in different systems by leveraging data and document management
Refocus the team on higher-value work
Reduce time spent on collecting information and generating documents and refocus time on high-value work
How It Works
Self-service Portal
Automate the collection of matter and client management information for the accounting team
Forms and Intake
Capture and triage information from users and systems using dynamic, logic-driven forms.
Decision Automation
Design decision rules to automatically triage requests and escalate to the appropriate approver
Email Automation
Automatically send emails to the relevant approvers or users based on actions and conditions
Dashboards
Gain instant visibility into requests - from statuses, due dates, assigned lawyers, turnaround times and more
Application Development
Build, update and maintain workflow solutions faster and easier using a completely visual drag-and-drop canvas
Self-service Portal
Automate the collection of matter and client management information for the accounting team
Forms and Intake
Capture and triage information from users and systems using dynamic, logic-driven forms.
Decision Automation
Design decision rules to automatically triage requests and escalate to the appropriate approver
Email Automation
Automatically send emails to the relevant approvers or users based on actions and conditions
Dashboards
Gain instant visibility into requests - from statuses, due dates, assigned lawyers, turnaround times and more
Application Development
Build, update and maintain workflow solutions faster and easier using a completely visual drag-and-drop canvas
Challenges
Seamlessly integrate with your
existing tools and work flow
Fit Checkbox into your current processes rather than fitting your processes to Checkbox
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Enjoy greater control over the time & cost of digital transformation
Estimated savings/ROI
hourSavings
Annual hours saved per workflow
costSavings
Annual cost savings
LEADING NO-CODE AUTOMATION SOFTWARE WORLDWIDE
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Frequently Asked Questions
If you have any further questions, Get in touch with our friendly team or email us at info@checkbox.ai
What is Checkbox?
Checkbox is the leading no-code service automation platform that empowers business functions to automate their tedious, manual processes and streamline their service delivery.
This enables teams to better manage and scale their services to improve access, value, and speed to the business.
Can Checkbox integrate with our existing systems or database?
Yes, applications 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 DocuSign, AdobeSign, Xakia, LawVu, Salesforce, Sharepoint, Google Drive 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, HR, procurement, risk and compliance professionals, business analysts all building on Checkbox, and across many different seniority levels (C-Suite, middle managers and interns).
How long does it take to build an application on Checkbox?
Checkbox is designed to be the fastest no-code development platform. We have seen simple applications (e.g. NDA automation) built in just 15 minutes, right up to complex end-to-end business processes (e.g. complete automation of an organization’s entire procurement framework) built over a few months. Regardless of the size and complexity of the solution, Checkbox’s completely visual drag and drop application builder allows solutions to be built and deployed in a fraction of the time, risk, and cost compared to traditional IT development.
Checkbox is no-code, but do you allow for coding if we want to?
Yes. Whilst Checkbox is no-code, some use-cases may still require coding either due to complexity or the need for integrations with other systems. The Checkbox authoring studio provides a component which enables code to be written and executed as part of the workflow, often leveraging the skill set of IT staff to build upon the no code foundation built by the business users.