AI TOOL PROFILE
Checkbox: Legal Intake and Workflow Automation
- Legal
- Workflow Automation
- In-house legal departments
- Corporate legal operations managers
- Growing legal teams
- Legal teams managing requests from multiple channels
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- In-house legal departments, Corporate legal operations managers, Growing legal teams, Legal teams managing requests from multiple channels
- Key use cases
- NDA Automation, Legal Request Centralization, Policy and FAQ Management, Contract Approval Workflows, Trademark and Marketing Review
- Integrations
- Slack, Microsoft Teams, Gmail, Outlook, Salesforce
- Official website
- Visit checkbox ai checkbox official website
How AI is used
Checkbox is a legal service hub designed to help in-house legal teams transition from manual tracking in emails and spreadsheets. It acts as a centralized access point for the business to submit legal requests, which the system then triages and tracks as formal matters.
The software is built for corporate legal departments that require visibility into their workload. By combining intake, matter management, and reporting, it supports the tracking of cycle times and volume while providing self-service tools to the organization.
A practical aspect of the tool is its no-code builder, which allows legal professionals to map out processes and approval steps. It also uses generative AI to help capture requests and provide responses to common policy questions via a chatbot.
Buyers should confirm how the tool fits into their existing tech stack and whether the provided templates align with their specific legal workflows.
Key Features
Automated Intake and Triage
Captures requests from email, Slack, Teams, and Salesforce, and routes them based on matter type, lawyer expertise, and capacity.
No-Code Workflow Builder
A drag-and-drop interface that lets users create linear or parallel process maps for legal evaluations and approvals without coding.
AI Legal Chatbot
A generative AI assistant trained on company policies to answer employee FAQs and link users to automated workflows.
Matter Management
Centralizes documents, conversations, tasks, and approvals into a single system of record for each legal matter.
Dashboards and Analytics
Provides reporting on matter volume, status, and cycle times to help legal leaders monitor workload.
Self-Service Tools
Provides employees with access to standard contracts and policy checklists independently.
Use Cases
NDA Automation
Supports the lifecycle of non-disclosure agreements from drafting and approvals to e-signature.
Legal Request Centralization
Converts messages from Slack, Teams, and email into tracked legal matters in one hub.
Policy and FAQ Management
Uses an AI chatbot to handle internal queries regarding company policies and travel requests.
Contract Approval Workflows
Routes contracts through stakeholder review and approval chains using conditional logic.
Trademark and Marketing Review
Supports the submission and clearance process for trademarks and marketing materials.
Integrations
- Slack
- Microsoft Teams
- Gmail
- Outlook
- Salesforce
- Ironclad
- DocuSign
- AdobeSign
- SharePoint
- Google Drive
FAQ
What is a 'legal front door' in Checkbox?
- It is a single digital access point where business employees can submit requests, access self-service tools, and interact with an AI chatbot.
Do I need technical skills to build workflows in Checkbox?
- No, the platform uses a visual drag-and-drop no-code builder designed for legal and business professionals to create automation without IT knowledge.
How does the AI Legal Chatbot work?
- The chatbot is trained on an organization's unique policies and playbooks to answer FAQs and route users to relevant automated workflows.
Is Checkbox suitable for small or large legal teams?
- The evidence indicates it is designed for growing in-house legal teams, ranging from scaling SMBs to large international enterprises.
Source category: Legal
Source subcategory: Workflow Automation
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