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TOUR THE CHECKBOX PLATFORM


EXPLORE HOW AI-POWERED INTAKE, MATTER MANAGEMENT, AND REPORTING WORKS.


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Take a Tour

Platform
The Legal Service Hub

Get an overview of the Checkbox intake and workflow automation platform on key
features, how it works and more.

See Platform
CAPTURE
Intake & Triage

Capture and assign requests

AI Legal Chatbot

Automate legal help & response

Matter Management

Centralize communications

service
Contract Lifecycle

Digitize and generate contracts

Workflow Automation

Automate manual processes

report
Request Tracking

Track the status of work

Dashboards & Analytics

Gain visibility over performance


Solutions
solutions
Intake & Matter Management
Workflow Automation
Self-Service Tools
AI Chatbot
use case
AI Legal Front Door
Email Intake
Slack Intake
Microsoft Teams Intake
Forms Intake
Matter Management
View Solutions
ai legal front door

Create a portal for the business to easily submit requests and access legal
services, so the legal team can gain control and visibility over large volumes
of requests.

Learn more
Email Intake

Automate the intake, triage, and assignment of requests from email so legal can
finally cut through the noise and take control of the shared email inbox.

Learn more
Slack Intake

Automate and centralize the intake, triage, and assignment of requests for legal
to handle all incoming messages coming from Slack, but also from email, Teams,
Asana, Jira and more.

Learn more
Microsoft Teams Intake

Automate and centralize the intake, triage, and assignment of requests for legal
to handle all incoming messages coming from Teams, but also from email, Slack,
Asana, Jira and more.

Learn more
Forms Intake

Simplify the registration and approval of company gifts & gratuities whilst
providing reports for auditing.

Maintain compliance with laws & policies, foster transparency and reduce risk.

Learn more
Matter Management

Centralize all matters, documents, approvals, and conversations for a single
source of truth. Gain visibility into legal performance to capture workload and
strategic insights for resourcing.

Learn more
use case
Non-Disclosure Agreements
Master Services Agreements
Contract Approvals
Trademark Clearance
Marketing Material Review
Stock Clearance Requests
View Solutions
Non-Disclosure Agreements

Streamline the entire contract lifecycle from intake and generation right
through to negotiation, execution and management, to accelerate and secure deals
faster.

Learn more
Master Services Agreements

Streamline the entire contract lifecycle from intake and generation right
through to negotiation, execution and management, to accelerate and secure deals
faster.


Learn more
Contract Approvals

Streamline the entire contract lifecycle from intake and generation right
through to negotiation, execution and management, to accelerate and secure deals
faster.

Learn more
Trademark Clearance

Streamline the submission, review and clearance of trademarks by giving
employees an intuitive way to register trademarks and allowing legal to automate
approvals.

Learn more
Marketing Material Review

Guide users through document approvals & streamline intake, review and
execution.Reduce the time, cost, and risk of internal back office tasks through
process and document automation.

Learn more
Stock Clearance Requests

Streamline the submission, review and clearance of stocks by giving employees an
intuitive way to register transaction details and for legal to automate
approvals.

Learn more
use case
Sales Contracts
Non-Disclosure Agreements
Conflict of Interest
Trademark Clearance
Gifts & Entertainment
Travel Requests
View Solutions
Sales Contracts

Streamline the entire contract lifecycle from intake and generation right
through to negotiation, execution and management, to accelerate and secure deals
faster.

Learn more
Non-Disclosure Agreements

Streamline the entire contract lifecycle from intake and generation right
through to negotiation, execution and management, to accelerate and secure deals
faster.

Learn more
Conflict of Interest

Decrease time on evaluating vendors & reduce overall internal effort through
automating your vendor risk assessment.

Streamline & improve the quality of assessments.

Learn more
Trademark Clearance

Streamline the submission, review and clearance of trademarks by giving
employees an intuitive way to register trademarks and allowing legal to automate
approvals.

Learn more
Gifts & Entertainment

Leverage an AI legal assistant to transform your static gifts and entertainment
policies and serve timely and compliant responses at scale.

Learn more
Travel Requests

Leverage an AI legal assistant to deliver up-to-date & compliant responses at
scale, streamlining approvals, ensuring consistent communication, & reducing
manual work.

Learn more
use case
Legal / Policy FAQ
Gifts & Entertainment
Employee Rights and Benefits
Travel Requests
Privacy Policy
Security Policy
View Solutions
Legal / Policy FAQ


Leverage an AI legal assistant to serve up-to-date and compliant responses at
scale, streamlining communications and refocusing lawyers on complex matters.

Learn more
Gifts & Entertainment

Leverage an AI legal assistant to transform your static gifts and entertainment
policies and serve timely and compliant responses at scale.

Learn more
Employee Rights and Benefits

Leverage an AI legal assistant to serve up-to-date and compliant responses at
scale, streamlining communications and refocusing lawyers on complex matters.

Learn more
Travel Requests

Leverage an AI legal assistant to deliver up-to-date & compliant responses at
scale, streamlining approvals, ensuring consistent communication, & reducing
manual work.

Learn more
Privacy Policy

Use an AI legal assistant to streamline privacy policy creation, management, and
communication, minimizing error & allowing legal to adapt to evolving
requirements.

Learn more
Security Policy

Use an AI legal assistant to streamline security policy creation, management,
and communication, minimizing error & allowing legal to adapt to evolving
requirements.

Learn more


Customers
customers
Case Studies
Customer Success
Checkbox Certifications
CASE STUDIES
Woolworths Group Develops a Legal Service Delivery Model

Coca-Cola Europacific Partners Transforms with Checkbox
How Xero Revolutionized NDA generation with Automation
How Telstra Automated Intake and Triage Using Checkbox
How Tabcorp Uses Checkbox to Automate Employment Contracts
View All Case Studies
Case Studies

Woolworths Group Develops a Legal Service Delivery Model

Woolworths deployed Checkbox so its legal team could develop a service delivery
model with online self-service solutions that offer legal advice & request
resolution at scale.

Outcomes:
- Volume of manual, repeatable work reduced by up to 80%
- 60+ workflows automated across legal

Learn more
customer success
Customer Success
Customer SUccess

Our customers are at the heart of everything we do at Checkbox because your
success is our success.

Our team has deep expertise in no code digital transformation across the entire
discipline from ideation through to helping you set up your governance, people
and operating model.

Learn more
Checkbox Certifications
Get Certified on Checkbox
Get Certified on Checkbox

Jump-start your automation journey on Checkbox, the world’s leading no-code
platform.

Build and deploy no-code applications and get recognized for your skills as a
citizen developer.

Learn more

Resources
resources
Go with the Workflow
Learn Hub
Resources
Blogs
News
View All Blogs
View All News
content
Ep 8: Implementing Generative AI at Pinterest Legal | Erin Crum (Pinterest)

Ep 7: Legal Ops New Year’s Resolutions & Building a Roadmap for 2024

Ep 6: Legal Ops New Year’s Resolutions & Building a Roadmap for 2024

Ep 5: Generating Tremendous Business Value as Legal Ops with Connie Brenton

View All Episodes

GO WITH THE WORKFLOW

Learn from industry champions on how legal workflow automation can transform
your legal operations strategy.

View Series
content
Webinars
Case Studies
Solution Templates
View All Resources
featured resources


LEGAL SERVICE REQUEST MANAGEMENT MATURITY GUIDE

Learn more
Guide


LEGAL OPS NEW YEAR’S RESOLUTIONS & BUILDING A ROADMAP FOR 2024

Learn more
Video
content
Navigating Matter Management Software Intake and Triage
The Untapped Power of a Legal Ticketing System
Creating a Legal Front Door
CLM vs Legal Workflow Automation
View All Blogs

featured resources


6 LEGAL MATTER MANAGEMENT USE CASES FOR IN-HOUSE TEAMS

Learn more
Blog


WHY LEGAL TEAMS SHOULD AUTOMATE LEGAL INTAKE AND TRIAGE


Learn more
Blog
content
Checkbox Launches AI-powered Front Door & Assistant
Checkbox’s Evan Wong Named “LegalTech CEO of the Year”
Checkbox Recognized by Gartner Digital Markets as Market Leader for No Code
Automation

View All News


featured resources


CHECKBOX LAUNCHES THE 'LEGAL SERVICES HUB'

Learn more


CHECKBOX LAUNCHES AI-POWERED FRONT DOOR & ASSISTANT

Learn more

See Demo
Book Demo
Try CheckboxBook Demo





MANAGE ALL LEGAL WORK FROM
INTAKE TO REPORTING

Checkbox is the intake and workflow automation platform used to capture requests
from the business, gain visibility and control over all matters, and automate
manual work.

Book Demo
Try Checkbox


TRUSTED BY LEADING LEGAL TEAMS, GLOBALLY




THE LEGAL SERVICE HUB

Intake & Matter Management
Workflow
Automation
Self-service
Tools
AI Chatbot
Assistant


INTAKE & MATTER MANAGEMENT

Say goodbye to wasted time spent on manually managing hefty volumes of emails
and requests, unfocused expertise and doubling up of work across lawyers.

Easily capture, assign and centralize matters, files & approvals and gain
visibility into performance metrics for request volume, type, status and cycle
times.

What is intake and triage? >



WORKFLOW AUTOMATION

No more administrative burden, delayed & unstructured processes, and legal being
blamed as the blocker for growth.

Automate and digitize processes for contracts, legal governance & compliance,
risk management, IP, business support and more. Progress work, secure
opportunities, and enable scalability.

What is workflow automation? >



SELF-SERVICE TOOLS

Spend less time addressing simple, repetitive legal requests and blocking the
business from getting their work done.

Enable employees to self-serve low-risk contracts, FAQ, policies and risk
assessments. Refocus your team on complex, strategic initiatives and move
forward together with the business.

What are self-service tools? >



AI CHATBOT ASSISTANT

It shouldn’t be so difficult and require mass change management for employees to
access and engage in legal services.

Provide an instant and conversational experience for employees to ask and
receive legal help. Maximize policy adoption, mitigate risk, & better support
the business.

What are AI chatbot assistants? >



MEET THE BUSINESS WHERE THEY ARE & EASILY CAPTURE REQUESTS OF ALL TYPES

Leverage AI or forms to route requests automatically based on matter type,
lawyer expertise, capacity and business unit to get more organized and regain
control.

AI-POWERED INTAKE

SMART FORMS

TICKETING

TRIAGE & ASSIGNMENT

Explore Intake & Triage >


DIGITIZE MANUAL PROCESSES FOR CONTRACTS, RISK, POLICIES, & MORE

Leverage tools for contract generation, approvals, decisioning, calculations,
conditional logic and more to accelerate work, manage risk, and enable
scalability.

DOCUMENT AUTOMATION

DECISIONING

NO -CODE DEVELOPMENT

TEMPLATES

Explore Workflow Automation >


ENABLE A SINGLE SOURCE OF TRUTH AND PROVIDE INSIGHT INTO LEGAL PERFORMANCE

Gain visibility across all matters to measure volume, status, cycle time and
more, identify opportunities for budget and resourcing, and communicate legal’s
impact.

DASHBOARDS & REPORTS

TICKETING

AUDIT TRAILS

ANALYTICS

Explore Dashboards & Analytics >


EXPERIENCE THE CHECKBOX DIFFERENCE


6,000+

hours saved on average annually from automating intake & triage.


50-80%

reduced volume of matters requiring manual review and action.


60%

of time reduced to complete manual processes.

Get Started
Intake & Matter Management
Workflow Automation
Self-Service Tools
AI Chatbot


AI LEGAL FRONT DOOR

Create a portal for the business to easily submit requests and access legal
services.

Learn more





EMAIL INTAKE

Automate the intake, triage, and assignment of requests from email.

Learn more





SLACK INTAKE

Automate and centralize the intake, triage, and assignment of requests from
Slack.

Learn more





MICROSOFT TEAMS INTAKE

Automate and centralize the intake, triage, and assignment of requests from
Teams.

Learn more





FORMS INTAKE

Use intelligent forms across your preferred channels to capture & organize
requests.

Learn more





MATTER MANAGEMENT

Centralize all matters, documents, approvals, & conversations for a single
source of truth.

Learn more





NON-DISCLOSURE AGREEMENT

Streamline the entire contract lifecycle to accelerate and secure deals faster.

Learn more





SERVICE AGREEMENT (MSA)

Streamline the entire contract lifecycle to accelerate and secure deals faster.

Learn more





CONTRACT APPROVALS

Streamline the entire contract lifecycle to accelerate and secure deals faster.

Learn more





TRADEMARK CLEARANCE

Streamline the submission, review and clearance of trademarks.

Learn more





MARKETING MATERIAL REVIEW

Streamline the submission and review of marketing materials.

Learn more





STOCK CLEARANCE REQUESTS

Streamline the submission, review and clearance of stock.

Learn more





SALES CONTRACTS

Streamline the entire contract lifecycle to accelerate and secure deals faster.

Learn more





NON-DISCLOSURE AGREEMENT

Streamline the entire contract lifecycle to accelerate and secure deals faster.

Learn more





CONFLICT OF INTEREST

Streamline the submission, assessment, and management for conflicts of interest.

Learn more





TRADEMARK CLEARANCE

Streamline the submission, review and clearance of trademarks.

Learn more





GIFTS & ENTERTAINMENT

Leverage an AI legal assistant to transform your static gifts and entertainment
policies.

Learn more





TRAVEL REQUESTS

Leverage an AI legal assistant to deliver up-to-date & compliant responses at
scale.

Learn more





LEGAL / POLICY FAQ

Leverage an AI legal assistant to serve up-to-date and compliant responses at
scale.

Learn more





GIFTS & ENTERTAINMENT

Leverage an AI legal assistant to transform your static gifts and entertainment
policies.

Learn more





EMPLOYEE BENEFITS

Leverage an AI legal assistant to serve up-to-date and compliant responses at
scale.

Learn more





TRAVEL REQUESTS

Leverage an AI legal assistant to deliver up-to-date & compliant responses at
scale.

Learn more





PRIVACY POLICY

Use an AI legal assistant to streamline privacy policy creation and
communication.

Learn more





SECURITY POLICY

Use an AI legal assistant to streamline security policy creation and
communication.

Learn more





LEADING INTAKE & WORKFLOW AUTOMATION SOFTWARE





CONNECT WITH YOUR TECH STACK

Streamline the flow of data, documents and activities across your other systems
with out-of-the-box custom integrations.


SPEND MORE TIME ON SCALING LEGAL’S IMPACT WITH THE BUSINESS

Get Started

Checkbox is an intake and workflow automation platform allowing legal teams to
capture and manage requests from the business, gain visibility & control over
matters, and automate manual work.

With Checkbox, spend less time on manual, administrative work, and more time
being the legal function that partners and grows together with the business.

Platform
Platform OverviewMatter ManagementWorkflow AutomationAI Legal ChatbotIntake &
TriageDashboard & Analytics
Solutions
AI Legal Front DoorNDA AutomationLegal Policy / FAQRequest TrackingEmail
IntakeIn House Legal Software
Company
BlogNewsCheckbox CertificationsCareersRequest Demo
Resources
Use CasesSolution TemplatesWebinars & GuidesCase StudiesCustomer SuccessLearn
HubRoles

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