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Document Workflow Automation
Guide users through the document approval process and streamline stakeholder assignment, review and signing
Document Workflow Automation
Guide users through the document approval process and streamline stakeholder assignment, review and signing
Trusted by leading legal teams, globally
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Adoption & navigation — now easier than ever
Instantly handle business requests via email
Enable business users to request for services within their inbox and receive immediate responses
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Intake requests where the business is—on Slack
Allow business users to access the service assistant via BAU channels like Slack and Teams
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Intake requests where the business is—on Teams
Gain visibility and transparency on the status, type and priority of requests & workflows
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Build an AI Front Door on your company portal
Embed an AI assistant on your company’s web portal and customize for branding
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Streamline the approval request & review process
Enable users to submit a document approval request and assist them through forms, policies and approval statuses
Get out of long, confusing email chains
Receive automated summaries and audit trails of key considerations, comments, approvals/decisions throughout the document workflow
One platform for your document workflows
Manage document generation, approvals, execution and obligations all in Checkbox or integrate with your existing systems
Gain visibility on the status of approvals and obligations
Gain instant visibility into your document workflows and schedule automatic reminders to progress approvals and obligations
Everything you need to manage
your services and workflows
Design, build, deliver and maintain your workflows all in one place
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Application Development
Build, update and maintain workflow solutions faster and easier using a completely visual drag-and-drop canvas
Drag and drop
Development & testing
Version management
Document Automation
Automate documents end-to-end using information intake, conditional content, bulk processing, approvals and e-signature.
Template-based documents
In-app document editor
E-signature
Workflow Automation
Automate, streamline, and execute processes between people, systems, and data using predefined business rules.
Sequential workflows
Parallel workflows
Multi-triggers
Forms and Intake
Capture and triage information from users and systems using dynamic, logic-driven forms.
Smart forms
Tables
Web accessibility
Decision Automation
Design complex rules and decision-tree logic including calculations, looping and weighted scores.
Decision tables
Conditional routing & logic
Number/date calculations
Reporting & Analytics
Gain instant visibility and insights into your services and processes and enable data-driven decisions.
Dashboards
Widgets & custom filters
Data exports
Reusability & Data
Leverage data storage and management functionality to read, retrieve and update data across workflows and external systems.
Databases
Data import & export
Low-code availaibilty
INTAKE
AI Legal Front Door
Capture requests from anywhere and guide users through request resolution
AI ASSISTANT
Legal / Policy FAQ
Address policy inquiries instantly using AI or route to the relevant resource
contracts
NDA Automation
Allow employees to self-serve the generation of compliant NDAs in just minutes
WORKFLOW
Gifts & Entertainment
Simplify the registration & approval of company gifts and gratuities
CONTRACTS
Sales Agreements
Empower the sales team to self-serve the generation of agreements with ease
WORKFLOW
No-Code Automation
Enable your firm to streamline inefficient processes and build client solutions
INTAKE
Client Intake
Attract & win new clients by simplifying and automating the client intake process
WORKFLOW
Legal / Compliance Audit
Automate your compliance audit questionnaires and assessments
CONTRACTS
Copyright License
Automate copyright license agreements in minutes & refocus time on new revenue
WORKFLOW
Data & Security Incident
Report incidents, assess potential breaches to monitor and improve coverage
CONTRACTS
Document Approvals
Guide users through document approvals & streamline intake, review and execution
INTAKE
Intake-to-Procure
Provide a self-service portal for employees to initiate a purchase or vendor request
workflow
Approval Workflows
Guide users through approval requests, streamline review and gain visibility
workflow
Vendor Risk Assessment
Decrease time on evaluating vendors by automating your vendor risk assessments
workflow
Modern Slavery Check
Automate manual checks for suppliers’ alignment to modern slavery laws & policies
CONTRACTS
Vendor Agreements
Generate bespoke & error-free vendor agreement reports in a matter of minutes
INTAKE
Project Risk Register
Provide a single digital access point for the business to register risks
WORKFLOW
Security Risk Assessment
Automate the identification, estimation, and prioritization of risks to operations & assets
WORKFLOW
Data & Security Incidents
Report incidents, assess potential breaches to monitor and improve coverage
WORKFLOW
Innovation Risk Audit
Automate the risk mitigation and management of business innovation ideas
WORKFLOW
Automated Vendor Audits
Assess a vendor’s information security, risk level, and identify any control gaps
WORKFLOW
SOC2 Readiness
Assess the compliance of suppliers against SOC2 controls and generate reports
CONTRACTS
Employment Agreements
Automate employment agreements end-to-end - from intake, review to e-signature
AI ASSISTANT
HR Policy FAQ
Address policy inquiries instantly using AI or route to the relevant resource
INTAKE
Employee Self-Service
Provide a single digital access point for the business and enable self-service
WORKFLOW
Employee Onboarding
Fast-track and streamline the onboarding experience for employees, managers and HR
CONTRACTS
Bulk Employment Letters
Meet deadlines and generate hundreds of personalized letters in just a few clicks
CONTRACTS
Job Description Generator
Enable managers to self-serve the generation of compliant job descriptions
WORKFLOW
Financial Risk Assessment
Automate the identification, estimation, and prioritization of financial risks
WORKFLOW
Automated Reports
Generate bespoke & error-free financial reports in a matter of minutes
WORKFLOW
ESIC Eligibility
Streamline eligibility assessments for ESIC tax concessions & receive tailored advice
WORKFLOW
Expense Approvals
Enable users to self-serve and efficiently lodge expense claims for approval
CONTRACTS
Sales Proposal Automation
Empower the sales team to self-serve the generation of proposals with ease
WORKFLOW
Accounts Payable Check
Automate the collection of matter and client management information for accounting
Seamlessly integrate with your
existing tools and work flow
Fit Checkbox into your current processes rather than fitting your processes to Checkbox
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
LEADING NO-CODE AUTOMATION SOFTWARE WORLDWIDE
Frequently Asked Questions
If you have any further questions, Get in touch with our friendly team or email us at sales@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.
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 legal, humanresources, compliance, IT and more, which you can get access to. Anyapplication built in Checkbox can also be exported with a single click toenable template sharing. Explore our available solution templates.
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?
Checkboxis no code. Our completely visual drag and drop application builder means thatanyone, including those with no technical background can build their ownautomation and workflow tools without coding or IT knowledge. We have lawyers,HR, procurement, risk and compliance professionals, business analysts allbuilding 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.