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Checkbox

by Checkbox Technology · Since 2016
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ActiveAvailable globallyCloud
Quick facts
VendorCheckbox Technology
Year launched2016
StatusActive
LocationNew York, New York
Countries servedGlobal
Languages11
Integrations9+
Free tier
Free trial
Contact salesYES

About Checkbox

Checkbox is a service hub software from Checkbox Technology that helps teams capture and manage requests efficiently. It provides features like visibility over all matters, automated tracking, and task automation so legal teams can operate effectively at scale. Checkbox allows teams to manage business requests smoothly while gaining insights into their operations. The platform supports AI-driven solutions, enabling automation of repeated tasks and tracking, which ultimately improves productivity. Additionally, it provides a centralized location for all legal matters, improving communication and collaboration among team members. Key capabilities: request management AI task automation insights and analytics visibility control collaborative workspace Best for: legal teams that need to manage requests and automate tasks efficiently.

Checkbox by Checkbox Technologies is a cloud-based AI intake and workflow automation platform designed to transform legal operations by reducing manual work and enhancing visibility. Primarily serving General Counsels and legal leaders, Checkbox automates legal work from initial request to final reporting, with a strong emphasis on document generation and workflow efficiency. Its standout features include AI-powered intake, smart forms, automated document generation, a no-code development environment, and comprehensive analytics. By leveraging automation, Checkbox empowers legal teams to streamline processes, ensuring efficiency and accuracy in document handling, contract management, and legal workflows. The user interface of Checkbox is modern, clean, and intuitive, making it accessible to both tech-savvy and non-technical users. The dashboard provides a clear overview of legal requests and matter statuses, allowing users to navigate seamlessly through the platform’s features. The well-organized menus and logical workflows contribute to an easy-to-use experience, enabling legal professionals to quickly adapt to the system. One of the platform’s most impressive aspects is its no-code development environment, which allows legal teams to create and customize workflows without needing programming expertise.

Pros & Cons

What users like
  • +Adaptable to various use cases and customizable to specific needs.
  • +Simplifies and automates previously manual or error-prone tasks.
  • +No-code platform that is user-friendly and intuitive after initial training.
  • +Offers workflow automation features and robust analytics.
  • +Excellent customer support, attentive and proactive.
  • +Transforms administrative processes, enabling efficient document generation and stakeholder collaboration.
  • +Constant platform improvements and open to user feedback.
What users flag
  • Some advanced functionalities are not well-documented, requiring direct support from Checkbox.
  • Limited customization in certain areas, with a feeling of missing features.
  • Dashboard capabilities and reporting features could be improved.
  • Troubleshooting and error resolution can be time-consuming.

Features

Key features

AI-Powered Intake
Improves efficiency and accuracy by automatically routing requests based on matter type, lawyer expertise, and capacity.
Smart Forms
Improves data capture and organization by using intelligent forms across various channels to collect requests.
Ticketing System
Improves tracking and management of legal requests by providing a centralized system for capturing, assigning, and monitoring matters.
Triage and Assignment
Improves workflow efficiency by automatically triaging and assigning requests to the appropriate legal team members.
Document Automation
Improves productivity by automating the generation of legal documents, such as contracts and policies.
Decisioning Tools
Improves efficiency and consistency by automating decision-making processes based on predefined rules and logic.

Additional features

AI-Powered Intake
Improves efficiency and accuracy by automatically routing requests based on matter type, lawyer expertise, and capacity.
Smart Forms
Improves data capture and organization by using intelligent forms across various channels to collect requests.
Ticketing System
Improves tracking and management of legal requests by providing a centralized system for capturing, assigning, and monitoring matters.
Triage and Assignment
Improves workflow efficiency by automatically triaging and assigning requests to the appropriate legal team members.
Document Automation
Improves productivity by automating the generation of legal documents, such as contracts and policies.
Decisioning Tools
Improves efficiency and consistency by automating decision-making processes based on predefined rules and logic.
No-Code Development
Improves flexibility and agility by enabling legal teams to build and customize workflows without requiring coding skills.
Template Library
Improves efficiency and consistency by providing pre-built templates for common legal tasks and documents.
Dashboards and Reports
Improves visibility and decision-making by providing real-time insights into legal performance metrics.
Audit Trails
Improves compliance and accountability by providing a detailed record of all actions taken within the platform.
Analytics
Improves strategic planning by providing data-driven insights into legal operations and performance.
AI Chatbot Assistant
Improves accessibility and efficiency by providing an AI-powered chatbot to answer legal questions and assist with tasks.
AI Legal Front Door
Improves user experience by creating a portal for the business to easily submit requests and access legal services.
Email Intake Automation
Improves efficiency by automating the intake, triage, and assignment of requests from email.
Slack Intake Automation
Improves collaboration and efficiency by automating the intake, triage, and assignment of requests from Slack.
Microsoft Teams Intake Automation
Improves collaboration and efficiency by automating the intake, triage, and assignment of requests from Microsoft Teams.
Matter Management
Improves organization and collaboration by centralizing all matters, documents, approvals, and conversations in one place.
Custom Integrations
Improves workflow efficiency by seamlessly connecting Checkbox with other systems in the tech stack.
NDA Automation
Improves the speed and accuracy of Non-Disclosure Agreement creation.
Legal Policy/FAQ automation
Improves the speed and accuracy of legal policy and FAQ creation.
Request tracking
Improves the visibility of the status of any legal request.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
11
Interface languages
20
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchRussianChineseJapaneseKorean.

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇳CNY🇮🇳INR🇨🇭CHF🇸🇬SGD🇭🇰HKD🇳🇿NZD🇸🇪SEK🇳🇴NOK🇩🇰DKK🇲🇽MXN🇷🇺RUB🇧🇷BRL🇰🇷KRW🇹🇷TRY

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