Checkbox.ai

Checkbox is a no-code intake and workflow automation platform designed to streamline legal operations, enabling legal teams to efficiently manage requests, automate processes, and enhance service delivery. The platform offers a comprehensive suite of features tailored to in-house legal departments.

Intake, Triage & Matter Management
Checkbox facilitates the capture and management of legal requests from various channels, including email, Slack, Microsoft Teams, Salesforce, and web forms. The platform employs AI-driven triage to automatically categorize and assign requests based on predefined criteria such as matter type, urgency, and team capacity. This centralized approach ensures that all legal matters are tracked and managed in a single system, providing a unified view of ongoing work and improving collaboration across teams.

Workflow Automation
Checkbox enables legal teams to automate manual processes through a visual, drag-and-drop interface. Users can design workflows that mirror real-world legal procedures, incorporating complex logic, approvals, and task assignments. The platform supports the automation of various legal tasks, such as contract generation, compliance reviews, and policy approvals, thereby reducing administrative burdens and accelerating service delivery.

Self-Service Tools
To empower business users and reduce the volume of routine requests, Checkbox provides self-service tools that allow employees to access legal resources independently. These tools include customizable forms, policy FAQs, and document generation capabilities, enabling users to submit disclosures, generate contracts, and obtain legal information without direct legal team involvement.

AI Chatbot Assistant
Checkbox incorporates an AI-powered chatbot assistant that enhances the intake and triage process. The chatbot, trained on the organization's legal policies and playbooks, interacts with users through natural language in platforms like Slack, Teams, and email. It can answer frequently asked questions, guide users through workflows, collect approvals, submit disclosures, generate documents, and assign tasks to the appropriate team members. The AI utilizes OpenAI's large language models with a zero-retention policy, ensuring that user data is not stored or used for model training.