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NO-code solution template
Generate and automate financial agreements end-to-end - from the intake of information, negotiation to e-signature
Trusted by leading legal teams, globally
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Refocus lawyer time on billable work
Automate the manual information gathering process and generate financial agreements in minutes
Improve the client experience
Guide clients through a digital, intuitive questionnaire to generate a financial agreement
Increase client intake & billable hours
Reduce lawyer time spent on non-billable work and refocus on serving more customers.
How It Works
Self-service Portal
Enable users to self-serve the generation of financial agreements and facilitate negotiations, approvals & signatures
Forms and Intake
Capture and triage information from users and systems using dynamic, logic-driven forms.
Negotiations & Approvals
Guide users through document review and streamline the negotiation, approval and signing process.
E-signature
Send agreements to be signed digitally with custom email notifications
Dashboards
Gain instant visibility into requests - from statuses, due dates, assigned parties, turnaround times and more
Data Reusability & Storage
Leverage data storage functionality to retrieve and update data across documents, workflows and external systems
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 the generation of financial agreements and facilitate negotiations, approvals & signatures
Forms and Intake
Capture and triage information from users and systems using dynamic, logic-driven forms.
Negotiations & Approvals
Guide users through document review and streamline the negotiation, approval and signing process.
E-signature
Send agreements to be signed digitally with custom email notifications
Dashboards
Gain instant visibility into requests - from statuses, due dates, assigned parties, turnaround times and more
Data Reusability & Storage
Leverage data storage functionality to retrieve and update data across documents, workflows and external systems
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.