Checkbox

Checkbox is a Legal & Compliance tool that helps in-house legal teams manage requests, automate workflows, and gain visibility over legal work. It offers AI-powered intake, matter management, and reporting features.

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At a glance

Pricing

Likely Not Free

Free tier

API

Skill level

Mixed

About

What is Checkbox?

Checkbox is an AI-powered legal service hub designed to streamline operations for in-house legal teams. It enables teams to easily capture and manage requests from the business, centralize matters, and automate manual work without relying on IT. Key features include AI-powered intake and triage, comprehensive matter management, workflow automation, and robust dashboards for analytics and reporting. The platform helps legal professionals provide self-service tools, track request statuses, and integrate with existing systems like Slack, Microsoft Teams, Gmail, Salesforce, and Ironclad, ultimately freeing lawyers to focus on strategic topics rather than administrative tasks.

Best used for

Ideal for in-house legal teams who need to automate the capture and assignment of legal requests, centralize matter management, and automate repetitive legal tasks. Especially valuable for large organizations seeking to improve efficiency, gain data-driven insights, and provide self-service legal resources to the business.

Common actions

automate legal intake

manage legal matters

streamline legal workflows

generate legal documents

track legal requests

Capabilities

Key features

AI-powered intake
Matter management
Workflow automation
AI legal chatbot
Contract lifecycle management
Dashboards & analytics

Target Audience

lawyer

Integrations

slackmicrosoft-teamsgmailoutlooksalesforceironclad

Pricing & Plans

Likely Not Free

Not publicly disclosed. Check checkbox.ai for current pricing.

FAQs

What types of legal requests can Checkbox automate?

Checkbox can automate the capture and triage of various legal requests, including contract generation, NDA automation, policy/FAQ requests, and general legal inquiries. It routes requests based on matter type, lawyer expertise, and business unit, ensuring efficient assignment and processing.

How does Checkbox integrate with existing business tools?

Checkbox integrates with common business communication and CRM platforms. It can capture requests from Slack, Microsoft Teams, and email (Gmail/Outlook), and sync with Salesforce for contract generation and approvals, and Ironclad for contract requests and tracking.

Can Checkbox help with contract lifecycle management?

Yes, Checkbox offers features for Contract Lifecycle Management (CLM), allowing legal teams to automate contracting processes. It integrates with tools like Ironclad and Salesforce to streamline contract generation, approvals, and tracking, covering the entire contract journey.

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