Checkbox

Checkbox is an AI-powered legal front door and service delivery platform that gives in-house legal teams one place to receive, triage, automate and track legal work. It addresses the gap left when sales runs on a CRM and HR runs on an HRIS while the legal department still runs on a shared inbox, a spreadsheet and a chain of forwarded emails.

Key features of Checkbox include:

• Centralised Legal Intake: Requests arriving by email, Slack, Microsoft Teams, Salesforce, forms and intranet portals are captured into one queue with the context needed to act on them.
• AI Triage and Chatbot: An AI assistant trained on company policies and playbooks answers routine questions, classifies request types and routes genuinely complex matters to the right lawyer.
• Matter Management: Matters are generated automatically from intake and hold linked documents, tasks, approvals, emails and conversation history in a single tracked record.
• No-Code Workflow Automation: Legal operations teams build self-service processes such as NDA generation, conflict of interest checks and approval chains in a drag-and-drop builder without developers.
• Dashboards and Reporting: Real-time dashboards and configurable reports track request volume, cycle time, workload and matter type for legal operations leaders and general counsel.

Best for: Mid-market and enterprise in-house legal departments and legal operations teams that need to control inbound request volume and evidence the department's workload with data.

Checkbox turns unstructured legal demand into a managed service desk, deflecting routine work to self-service and AI so lawyers spend their time on complex matters. Integrations with Outlook, Slack, Microsoft Teams, Salesforce and Jira keep the process inside the tools the business already uses.