How Xero Revolutionized NDA Generation with Automation

“We've automated NDAs so 90% are created by users without legal intervention. The 10% that need legal are completed in hours rather than days.”

“Checkbox saves the Legal Operations team approximately 30 minutes each day, by eliminating the need to manually initiate the daily approval workflow. It also allowed us to consolidate three separate workflow processes into a single platform.”

“The Checkbox team has truly been the best A-team: customer-focused, proactive with training and support, and always listening to our ideas. Their partnership has been phenomenal in helping us introduce the platform in a way that's seamless and easy for users to adopt.”

“Lawyers are some of the most expensive professionals. You don’t want them answering FAQs or negotiating low-value contracts. You want them guiding the business on strategic topics.”

“If we'd created a monster of a tool, nobody was going to use it. It had to be really easy. Meeting people where they were was the biggest thing that drove adoption.”

“Checkbox gives me the freedom and flexibility to build creative solutions without becoming a bottleneck. I've gone from building everything myself to training new builders, advising on app designs, and pitching in on our more complex builds.”

“We were doing the work, but we didn't have the data to show it. Checkbox centralized our intake, so we could finally see the volume and source of requests and plan resourcing accordingly.”

“Our CLM is a backend repository for analysis and tracking. Checkbox handles the front end, and gives us the flexibility to design the review process exactly how we want. There are no tradeoffs of a rigid system. The only limit is our imagination.”

“It was difficult to find a system that balanced the right functionality and support with the airline's budget and resource constraints. The tool we were using did an okay job, but it wasn't where we needed it to be on relationship management and budget compared to Checkbox.”

“Not every question has an automated answer. Where appropriate, requests are triaged to our team through the legal front door, giving clients visibility of their matter's status, which lawyer is handling it, and a home for documents created along the way.”

“Industry pressures moved us from lawyers dedicated to specific clients to a more centralized model, where a broader pool of lawyers could pick up new matters. We needed a digital tool to be that door, and Checkbox is a key piece in delivering legal services this new way.”

“Growing demand for automation reflects the value teams are getting from tools such as Checkbox.”