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MAR 14TH WEBINAR:
 Designing your Legal Tech Stack

Platform
overview
Platform Features
Service Request Management
Workflow Automation
AI Front Door

capabilities
Intake and Triage
AI Chatbot Assistant
Contract Automation
Process Automation
SOLUTION TEMPLATES

Speed up the time from idea to launch by leveraging our templates.

Access Now
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 All 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.

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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

Use intelligent forms across your preferred channels to capture, organize and
report on all types of requests. Say goodbye to manual data entry, and more time
on progressing matters.

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 All 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

Streamline the submission and review of marketing materials by providing an
intuitive way to initiate requests and for legal to automate approvals.

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 All 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

Streamline the submission, assessment, and management for conflicts of interest
by automating processes for intake, risk evaluation, and resolution.

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 All 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 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
Ep 1: Workflow Automation for Legal 101

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


THE LEGAL OPS MATURITY MODEL & WHEN TO BRING IN WORKFLOW AUTOMATION

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





STREAMLINE YOUR SERVICES AND SCALE LEGAL’S IMPACT WITH THE BUSINESS.


STREAMLINE YOUR SERVICES AND SCALE YOUR IMPACT WITH THE BUSINESS

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
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Assistant
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