Checkbox

What Checkbox does

Checkbox is an AI-powered legal service hub that helps in-house legal teams streamline intake, automate essential workflows, and gain real-time insights. It centralizes requests from various channels, automates manual processes like intake and triage, and provides data for tracking demand, cycle times, and workload distribution. The platform offers no-code workflow automation, matter management, and self-service tools, enabling legal professionals to focus on strategic work.

Products

• Legal Task Management SoftwareNo-code software to improve access, value, and speed of legal services.
• Enterprise Legal Management SoftwareNo-code software to improve access, value, and speed of legal services for enterprise legal teams.
• AI Front DoorEnables better service management by creating a portal for businesses to access legal services.
• Matter ManagementBrings together legal matters, request intake, documents, workflows, and data for service excellence.
• Intake and Triage SoftwareEnables better service management by automating intake and triage processes.
• Approval Workflow SoftwareGuides users through approval requests and streamlines stakeholder assignment and review.
• Vendor Risk AssessmentEnables vendors to self-serve security questionnaires to determine compliance and risks.
• Service Request Management SoftwareProvides a single digital access point for service requests.
• AI Chatbot AssistantImproves team efficiency by handling simple requests and FAQs, freeing up time for higher-value work.
• Legal AI Chatbot AssistantImproves legal team efficiency by handling simple legal requests and FAQs, freeing up time for higher-value work.
• Automated Legal AdviceProvides a single digital access point for businesses to access legal advice through a self-service tool.
• Self-Service HR Advice & FAQProvides a single digital access point for businesses to access HR advice and FAQs.
• Sales Proposal GeneratorReduces turnaround time and generates sales proposals quickly and accurately.
• NDA GeneratorAutomates non-disclosure agreements end-to-end, from drafting to e-signature.
• Job Description GeneratorEnables users to self-serve the generation of compliant and tailored job descriptions.
• Document Workflow AutomationGuides users through the document approval process and streamlines stakeholder assignment, review, and signing.
• AI Chatbot Assistant SoftwareImproves team efficiency by handling simple requests and FAQs, freeing up time for higher-value work.
• AI Front Door SoftwareEnables better service management by creating a portal for businesses to access services.
• AI Legal Front Door SoftwareCreates a portal for businesses to easily submit requests and access legal services, providing control and visibility over request volumes.
• Claims Workflow And Approval SoftwareGuides users through processing claims requests and facilitates the approval and review workflow.
• Automated Financial Report SoftwareShortens the time for finance teams to collect data, generate bespoke reports, and manage regulations.
• Automated Finance Risk Assessment SoftwareDigitizes complex decision and approval workflows to improve the quality, speed, and coverage of risk assessments.
• Finance & Tax Automation SoftwareAutomates manual processes and streamlines service delivery for finance and tax.
• Case Management SoftwareCreates a single digital access point for firms to manage clients, documents, and information related to cases.
• Compensation Calculator And Workflow SoftwareStreamlines compensation reviews and connects performance management to optimize equitable employee compensation.
• Risk And Compliance SoftwareDrives policy adoption and reduces risk by operationalizing policies and automating documentation and workflows.
• Contract Automation SoftwareRemoves the burden of manual, admin work and contract delays, achieving efficiency and faster progress for contracts and deals.
• Contract Negotiation SoftwareFast-tracks the contract negotiation process to get deals signed faster and with ease using no-code automation.
• Data And-Security Incident Reporting And AssessmentProvides a single digital access point for businesses to report suspected data and security incidents.
• Decision Automation SoftwareEnables decision automation for workflows with customizable rules, logic, and calculations using no-code.
• Document Generation SoftwareStreamlines drafting, approvals, e-signature, and more using an all-in-one document generation software.
• Email Intake SoftwareAutomates the intake, triage, and assignment of requests from email for legal to gain control and visibility.
• Employee Engagement Survey SoftwareGives back time to HR teams by automating standard, low-risk letters and employment agreements.
• Employee Onboarding Management SoftwareSpeeds up and improves the onboarding process for new employees, managers, and HR teams through workflow automation.
• Performance Management SoftwareAligns the performance management process for managers and employees through a streamlined, automated experience.
• Employee Performance Review SoftwareFacilitates and aligns the performance review process for managers and employees.
• Request Tracking SoftwareProvides a single source of truth to quickly see what the legal team is working on.
• Legal Department Self-Service & Knowledge Base SoftwareEnables employees to find answers on their own or send requests to legal experts.
• Contract Lifecycle Management SoftwareConnects contract workflow from intake to obligations with a CLM-lite layer for cross-system coordination and faster turnaround times.

Key capabilities

• AI-powered intake
• AI-powered triage
• Matter management
• Automated repeated tasks
• Data-driven insights and reporting
• Centralized request intake (Slack, Teams, email, Jira, Salesforce, forms)
• No-code workflow automation
• Document generation
• Contract lifecycle management (CLM)
• AI chatbot for legal intake and FAQs
• Custom statuses, fields & boards for matters
• Linked inboxes for email and documents
• Configurable views for tracking matters
• Databases for shared legal data sources
• No-code process mapping (drag-and-drop)
• Complex workflows (linear, parallel, trigger-based)
• Customizable reports and template reports
• Analytics and trends for matter volume, status, type
• Self-service tools for policies, contracts, FAQs
• AI term extraction for contracts
• Automated approvals
• Automated compliance enforcement
• Automated document generation

Use cases

• Scaling legal operations
• Automating intake, triage, and document generation
• Handling growing legal request volumes
• Gaining a single source of truth for legal work
• Tracking demand, cycle times, and workload distribution
• Automating manual processes and data capture
• Streamlining contract approvals
• Managing Master Services Agreements
• Automating Non-Disclosure Agreements (NDAs)
• Streamlining Conflict of Interest processes
• Automating Stock Clearance Requests
• Streamlining Marketing Material Review
• Automating Trademark Application & Clearance
• Leveraging AI legal assistant for Gift and Entertainment policies
• Streamlining Security Policy creation and management
• Streamlining Privacy Policy creation and management
• Leveraging AI legal assistant for Travel Requests
• Managing employee rights and benefits queries
• Automating forms intake
• Automating Microsoft Teams intake
• Automating Slack intake
• Automating email intake
• Vendor risk assessment
• Automated legal advice
• Self-service HR advice & FAQ
• Sales proposal generation
• Job description generation
• Document workflow automation
• Claims workflow and approval
• Automated financial reporting
• Automated finance risk assessment
• Finance & tax automation
• Case management
• Compensation calculation and workflow
• Risk and compliance management
• Contract automation
• Contract negotiation
• Data and security incident reporting and assessment
• Decision automation
• Employee engagement surveys
• Employee onboarding management
• Performance management
• Employee performance reviews
• Legal request tracking
• Legal department self-service and knowledge base
• Contract lifecycle management

AI approach

Checkbox uses AI to power legal intake, triage, matter management, and self-service tools. This includes AI-powered intake to centralize requests, AI-powered triage to route requests automatically, AI chatbots for legal intake and FAQs, and AI for extracting key terms from contracts. The platform is described as an "AI-powered legal service hub" and leverages AI to reduce manual effort and improve visibility.

Tech named: AI chatbot, AI-powered intake, AI-powered triage, AI Term Extraction

Industries served

• Software Development
• Industrial Real Estate
• Real Estate
• Technology & Services
• Software & Technology
• Retail
• FMCG
• Telecommunications
• Manufacturing
• Aviation
• Tobacco
• Medical Device Manufacturing

What it says sets it apart

• Only software that enables automation of manual processes, tracking, and data capture in the background without changing how lawyers and the business operate.
• No-code platform allows legal teams to build and manage workflows without IT dependency.
• AI-powered guidance embedded directly into intake flows.
• Automates triage and auto-approval for low-risk requests.
• Intelligent document generation that selects the right template and drafts contracts instantly.
• Real-time dashboards for volume, turnaround times, and trends.
• Seamless integration with existing systems via REST APIs (DocuSign, AdobeSign, Xakia, LawVu, Salesforce, Sharepoint, Google Drive).
• Fastest no-code development platform, with simple applications built in minutes.
• SOC 2 Type II certified.
• ISO 27001 certified.
• ISO 27017 compliant.
• ISO 27018 compliant.

Funding rounds we track

From the AI funding tracker — rounds as reported by the linked publications.