Checkbox: Matter Intake software
The AI front door that keeps in-house legal in command
Checkbox is an AI-powered intake and workflow platform for in-house legal teams. It captures requests from any channel, triages them with AI and rule-based routing, and lets legal operations build and change workflows without code. Dashboards show where legal work comes from and where it stalls. The product is aimed at in-house legal teams, legal operations, general counsel and IT staff who work with legal.
Product
Checkbox
Use cases
Headquarters
Australia
Last updated
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What Checkbox does
Checkbox takes legal requests through an intake layer that accepts work from any channel and routes it through workflows built for key processes. AI and self-service tools resolve routine requests that do not need a lawyer, including contract generation, contract review and approval requests. Rules send the remaining work to the right owner, capturing request detail and triaging by urgency. Matter management and request tracking give legal visibility over every request. Dashboards report on where work comes from and where it is stuck, with views by business unit. The platform connects to Slack, Microsoft Teams, Salesforce, Outlook and an existing CLM, and the company says no migration is required. Legal operations builds and changes workflows without code or IT involvement. Checkbox's website names in-house lawyers, legal operations, general counsel and IT as its target roles. Named customers include PepsiCo, Deloitte and PwC. A testimonial from Elastic's Chief of Staff describes legal running like the business, with centralised intake and visibility over every request.
What it does
Checkbox core capabilities
Intake & Triage
AI-powered capture and routing of legal requests across channels.
Matter Management
Unified view of linked documents, tasks, approvals, and conversations.
Workflow Automation
Self-service workflows for repeatable legal requests at scale.
Reporting
Metrics on cycle time, workload distribution, and team performance.
Technical specifications
- AI-powered intake and triage
- Integrations: Slack, Teams, email, Jira, Salesforce
- Checkbox + Ironclad CLM integration
- No-IT, no-forms deployment
- Document generation automation
Who it is for
Who Checkbox is built for
Target audience
- In-House Legal Teams
Team size
- 201-500
- 500+
Case studies
No case studies yet
Checkbox doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.
Trust & compliance
Checkbox security at a glance
Security certifications
Named enterprise customers
Pricing details
Checkbox pricing
Product videos & screenshots
See Checkbox in action
Product interface
Checkbox Interface
Comparisons
Popular Checkbox comparisons
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Transparency
Checkbox sources
Pages used to generate and verify this profile.
FAQs
Frequently asked questions about Checkbox
Checkbox centralizes legal requests from Slack, Microsoft Teams, email, Jira, Salesforce, and forms into a single connected platform, eliminating the need for inboxes or manual intake processes across multiple communication channels.
No. Checkbox is designed for deployment without IT involvement, forms, or change management. The platform enables in-house legal teams to implement AI-powered intake, triage, and workflow automation independently and rapidly at scale.
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