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Effective URL: https://www.checkbox.ai/
Submission: On April 14 via api from US — Scanned from AU
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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 Use Cases 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 Use Cases 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 Use Cases 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 Use Cases 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 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 6: Legal Ops New Year’s Resolutions & Building a Roadmap for 2024 Ep 5: Generating Tremendous Business Value as Legal Ops with Connie Brenton Ep 4: Leading Workflow Automation in an Organization Ep 3: Selecting a Workflow Automation Tool with Brian Hupp Ep 2: The LegalOps Maturity Model with Jeff Franke 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 How Automation Transforms Legal Legal Technology & 2022 Trends HR & Automated Employee Letters Automating Legal Intake and Triage View All Blogs featured resources HOW TO PROCURE LEGAL TECHNOLOGY WITH LIMITED RESOURCES Learn more Blog 5 STEPS TO DEFINING THE SCOPE OF YOUR LEGAL INTAKE AND TRIAGE TOOL 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 PWC TO OFFER CHECKBOX FOR LEGAL SERVICES Learn more CHECKBOX LAUNCHES AI-POWERED FRONT DOOR & ASSISTANT Learn more Request Trial Request Demo Get a 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 Explore Platform 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 GET STARTED WITH USE CASES & SOLUTION TEMPLATES In-House Legal Law Firm Procurement Risk & Compliance People and HR Audit & Tax INTAKE AI LEGAL FRONT DOOR Capture requests from anywhere and guide users through request resolution Learn more AI ASSISTANT LEGAL / POLICY FAQ Address policy inquiries instantly using AI or route to the relevant resource Learn more CONTRACTS NDA AUTOMATION Allow employees to self-serve the generation of compliant NDAs in just minutes Learn more WORKFLOW GIFTS & ENTERTAINMENT Simplify the registration & approval of company gifts and gratuities Learn more CONTRACTS SALES AGREEMENTS Empower the sales team to self-serve the generation of agreements with ease Learn more WORKFLOW TRADEMARK CLEARANCE Streamline the submission, review and clearance of trademarks Learn more WORKFLOW NO-CODE AUTOMATION Enable your firm to streamline inefficient processes and build client solutions Learn more INTAKE CLIENT INTAKE Attract & win new clients by simplifying and automating the client intake process Learn more WORKFLOW LEGAL / COMPLIANCE AUDIT Automate your compliance audit questionnaires and assessments Learn more CONTRACTS COPYRIGHT LICENSE Automate copyright license agreements in minutes & refocus time on new revenue Learn more WORKFLOW DATA & SECURITY INCIDENT Report incidents, assess potential breaches to monitor and improve coverage Learn more CONTRACTS DOCUMENT APPROVALS Guide users through document approvals & streamline intake, review and execution Learn more INTAKE INTAKE-TO-PROCURE Provide a self-service portal for employees to initiate a purchase or vendor request Learn more WORKFLOW APPROVAL WORKFLOWS Guide users through approval requests, streamline review and gain visibility Learn more WORKFLOW VENDOR RISK ASSESSMENT Decrease time on evaluating vendors by automating your vendor risk assessments Learn more WORKFLOW MODERN SLAVERY CHECK Automate manual checks for suppliers’ alignment to modern slavery laws & policies Learn more CONTRACTS VENDOR AGREEMENTS Generate bespoke & error-free vendor agreement reports in a matter of minutes Learn more CONRACTS NDA AUTOMATION Allow employees to self-serve the generation of compliant NDAs Learn more INTAKE PROJECT RISK REGISTER Provide a single digital access point for the business to register risks Learn more WORKFLOW SECURITY RISK ASSESSMENT Automate the identification, estimation, and prioritization of risks to operations & assets Learn more WORKFLOW DATA & SECURITY INCIDENTS Report incidents, assess potential breaches to monitor and improve coverage Learn more WORKFLOW INNOVATION RISK AUDIT Automate the risk mitigation and management of business innovation ideas Learn more WORKFLOW AUTOMATED VENDOR AUDITS Assess a vendor’s information security, risk level, and identify any control gaps Learn more WORKFLOW SOC2 READINESS Assess the compliance of suppliers against SOC2 controls and generate reports Learn more CONTRACTS EMPLOYMENT AGREEMENTS Automate employment agreements end-to-end - from intake, review to e-signature Learn more AI ASSISTANT HR POLICY FAQ Address policy inquiries instantly using AI or route to the relevant resource Learn more INTAKE EMPLOYEE SELF-SERVICE Provide a single digital access point for the business and enable self-service Learn more WORKFLOW EMPLOYEE ONBOARDING Fast-track and streamline the onboarding experience for employees, managers and HR Learn more CONTRACTS BULK EMPLOYMENT LETTERS Meet deadlines and generate hundreds of personalized letters in just a few clicks Learn more CONTRACTS JOB DESCRIPTION GENERATOR Enable managers to self-serve the generation of compliant job descriptions Learn more WORKFLOW FINANCIAL RISK ASSESSMENT Automate the identification, estimation, and prioritization of financial risks Learn more WORKFLOW AUTOMATED REPORTS Generate bespoke & error-free financial reports in a matter of minutes Learn more WORKFLOW ESIC ELIGIBILITY Streamline eligibility assessments for ESIC tax concessions & receive tailored advice Learn more WORKFLOW EXPENSE APPROVALS Enable users to self-serve and efficiently lodge expense claims for approval Learn more CONTRACTS SALES PROPOSAL AUTOMATION Empower the sales team to self-serve the generation of proposals with ease Learn more WORKFLOW ACCOUNTS PAYABLE CHECK Automate the collection of matter and client management information for accounting Learn more LEADING INTAKE & WORKFLOW AUTOMATION SOFTWARE 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 & Triage Solutions LegalLaw FirmsRisk & ComplianceProcurementPeople & HR Company BlogNewsCheckbox CertificationsCareersRequest Demo Resources Use CasesSolution TemplatesWebinars & GuidesCase StudiesCustomer SuccessLearn Hub © Checkbox Technology Pty Ltd, 2024 All Rights Reserved. Security & TrustPrivacy Policy