Checkbox

Checkbox is a no-code automation platform that transforms the way legal teams manage requests, automate workflows, and gain visibility into their operations. By capturing and centralizing matters from multiple channels, Checkbox streamlines manual tasks, enabling legal professionals to focus on high-value work. The platform is trusted by leading global legal teams, offering robust tools for intake, matter management, and reporting.

Key Features:

1. Automated Intake & Triage📩

• Capture requests from email, Slack, Teams, and more, and automatically route them based on matter type, lawyer expertise, and capacity.

2. Matter Management System📂

• Centralize all matters, documents, approvals, and conversations in a single, connected hub for easy tracking and management.

3. Workflow Automation🔄

• Digitize manual processes for contracts, risk assessments, and more, using tools for document generation, approvals, and conditional logic.

4. Dashboards & Analytics📊

• Gain visibility into legal workload and performance with customizable reports on request volume, type, status, and cycle time.

5. AI-Powered Triage🤖

• Use AI to automatically categorize requests, fill in records, and route them to the appropriate workflows or team members.

Use Cases:

1. Centralized Client Requests- Automate the intake and triage of client requests from various channels, reducing manual work and ensuring all matters are handled efficiently.

2. Contract Management- Streamline the creation, review, and approval of contracts using automated workflows, saving time and reducing errors.

3. Compliance Tracking- Monitor and manage compliance tasks and policies with customizable dashboards, ensuring adherence to regulations and internal policies.

Conclusion:

Checkbox empowers legal teams to automate tedious, manual tasks, centralize matter management, and gain valuable insights into their operations. By reducing administrative work, legal professionals can focus on strategic, high-value tasks, ultimately improving their impact on the business.

FAQs:

1. Do you have templates to help us get started?

• Yes, Checkbox offers a range of templates for common use cases in legal, HR, compliance, IT, and more. These can be easily customized and exported to fit your specific needs.

2. Can Checkbox integrate with our existing systems?

• Absolutely, Checkbox can integrate with any system that has available REST APIs, including popular tools like DocuSign, AdobeSign, Salesforce, and Google Drive.

3. What skill level is required to build on Checkbox?

• Checkbox is designed to be no-code, making it accessible to users with no technical background. However, for more complex use cases, the platform supports coding, allowing IT professionals to build upon the no-code foundation.