Checkbox

Checkbox is a no-code legal service hub that provides in-house legal teams with tools to capture, manage, automate, and report on legal work across the organization. The platform is designed to consolidate fragmented request channels into a single system of record, supporting both operational oversight and self-service by business stakeholders.

Key features and functions include:

Intake and Triage The platform captures legal requests submitted through email, Slack, Microsoft Teams, Salesforce, intranets, and web forms, converting them into structured matters. AI-driven categorization automatically assigns priority and routes requests to the appropriate team member or workflow.

Matter Management Checkbox provides a centralized workspace for tracking and collaborating on legal matters from intake through resolution. Teams can view matter status, manage assignments, store related documents, and maintain an auditable record of activity.

Workflow Automation A visual drag-and-drop interface allows legal operations teams to design and deploy automated workflows for repeatable processes such as NDA generation, contract approvals, and conflict checks. No coding or IT involvement is required to build or modify workflows.

AI Legal Chatbot An AI-powered chatbot allows business users to submit requests, receive instant responses based on company policies, and be routed to the appropriate automated process or legal contact. The chatbot is designed to handle routine queries without requiring direct lawyer involvement.

Self-Service Tools Checkbox supports the deployment of self-service resources that allow business stakeholders to generate standard documents or access guidance independently. These tools are configurable by legal teams and can be embedded in existing internal platforms.

Dashboards and Reporting The platform includes real-time dashboards and analytics that provide visibility into legal workload, request volumes, matter status, and team performance. Reporting tools are designed to support operational decision-making and help legal teams demonstrate business value.

Contract Lifecycle Management Checkbox includes functionality to automate contracting processes, including contract request intake, drafting, approval routing, and tracking. This capability integrates with CLM tools such as Ironclad where more advanced contract management is in use.