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NO-code solution template
Guide users through the document approval process and streamline the stakeholder assignment, review, and signing process
Trusted by leading legal teams, globally
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Reduce turnaround time
Get contracts and deals signed faster and facilitate the negotiation and signing process with ease
Streamline the approval experience
Automatically route to the appropriate stakeholders, generate an approval transcript and allow digital signing
Refocus the team on higher-value work
Reduce time spent on inefficiently executing documents and refocus valuable time on strategic work
How It Works
Self-service Portal
Enable users to self-serve and launch their document approval request and facilitate negotiations, approvals & signatures
Forms and Intake
Capture and triage information from users and systems using dynamic, logic-driven forms.
Decision Automation
Design complex rules and decision-tree logic to automatically determine the necessary approval path for your document
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Negotiations & Approvals
Guide users through document review and streamline the negotiation, approval and signing process.
E-signature
Send non-disclosure documents to be signed digitally with custom email notifications
Dashboards
Gain instant visibility into contracts and approval statuses, and stay up to date with renewals through automated alerts
Application Development
Build, update and maintain workflow solutions faster and easier using a completely visual drag-and-drop canvas
Self-service Portal
Enable users to self-serve and launch their document approval request and facilitate negotiations, approvals & signatures
Forms and Intake
Capture and triage information from users and systems using dynamic, logic-driven forms.
Decision Automation
Design complex rules and decision-tree logic to automatically determine the necessary approval path for your document
Negotiations & Approvals
Guide users through document review and streamline the negotiation, approval and signing process.
E-signature
Send non-disclosure documents to be signed digitally with custom email notifications
Dashboards
Gain instant visibility into contracts and approval statuses, and stay up to date with renewals through automated alerts
Application Development
Build, update and maintain workflow solutions faster and easier using a completely visual drag-and-drop canvas
Challenges
Enterprise contracts often require multiple stakeholders to review and approve before executing. Complex rules for determining the appropriate approvers are often outlined in a Delegation of Authority or Document Approval Process guide. The work of interpreting these complex rules, however, are often left to the business user, resulting in and long, confusing and frustrating client experience. Organizations face the risk of business users spending time either misapplying approval rules, or engaging the incorrect approvers. This results in legal teams having to spend time inefficiently helping the business navigate the document approval process.
Automating the document approval process can accelerate the contract lifecycle, enabling business users to navigate complex approvals and get to a faster turnaround. The legal, procurement and people & culture teams at Coca-Cola Europacific Partners managed to semi- or fully automate the intake, drafting, approval and filing of simple, low-risk agreements. For example, they automated NDAs so that 90% are created automatically by the user without legal intervention. The 10% that requires legal intervention are completed in hours rather than days.
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.