Jen Lenander
Intake & centralize all requests
Great service starts with meeting business where it’s being done. Email, Slack, Teams, Jira, or forms? Direct all requests to one, single intake platform.
Legal Intake & Triage Software
Intelligent legal intake solutions, powered by legal intake automation, that instantly capture, understand, and route requests, while surfacing insights that scale your team’s reach and results.
Trusted by leading legal teams, globally
Manage all legal work from intake to reporting
Triage and assign requests
Automatically assign requests based on matter type, lawyer expertise, workload, and business unit using AI-powered legal triage software.
Manage matters
See the big picture quickly and stay organized across all matters with linked documents, emails, tasks, approvals, and conversations.
Automate workflows
Automate manual processes, provide self-service tools, and connect siloed systems and teams with legal workflow automation.
Track and report on legal workload
Get a clear picture of matter statuses and team capacity, and confidently report legal team metrics to leadership using legal intake software.
Features for control and scalability
Custom Dashboards
Custom Dashboards
Create statuses, fields, and boards that show request volume, ownership, deadlines, and service performance in one view.
New matter field
Single select
Status
Color coded
Not started
In review
Approved
AI intake. Work routed.
AI captures, understands, and routes every request. Automation resolves the work that never needed a lawyer.
Answer and resolve routine legal requests
Use approved policies to answer routine questions, then route employees to the right self-service tool when a document or guided next step is needed.
Policy
Approved source
Playbook
Approved source
Template
Approved source
Can I use our standard NDA?
Supplier onboarding · Procurement
Use the mutual NDA
Auto-generate and assign legal matters
Reduce manual work and streamline legal matter intake by allowing AI-powered legal intake automation to populate matter records with precision and accuracy.
Supplier NDA
Please review the attached agreement before Friday.
NDA · Supplier
Mutual NDA
Commercial
High
Friday
Requester and file linked
Categorize and route legal requests with AI
Power your triage software with AI-driven text analysis and classification to ensure every request is automatically routed to the right workflow or team.
Review customer terms
Enterprise customer · non-standard paper · Friday deadline.
Contract review
Guide users and automate complex legal work
Guide business users through structured approvals, compliance, and reviews while automating contract creation, task assignment, decision routing, and connected handoffs.
Request to completion, one connected path
Capture details
Generate document
Route approval
With Checkbox, everyone who works with legal works better.
Run legal like it runs the business.
Checkbox centralizes intake, automates routine processes, and gives legal visibility over every request.
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Frequently asked questions
What is Legal Intake Software?
In-house legal intake software is a tool that helps legal teams capture, manage, and track incoming requests in one place. It replaces scattered data and manual processes with a centralized, streamlined system.
How does Legal Triage Work?
Legal triage helps sort incoming requests by automatically reviewing and assigning them to the right person, team, or process. It cuts down on delays and manual work, so responses are faster and more consistent.
How does Checkbox Legal's intake and triage software integrate with other legal tools?
Checkbox’s legal intake and triage software integrates seamlessly with tools like Slack, Microsoft Teams, Salesforce, Jira, and document management systems. It connects your tech stack to create one smooth workflow from intake to resolution.
Can a legal intake software support self-service legal tools?
Yes, Checkbox enables self-service by allowing business users to handle routine legal tasks like contracts and policy access through self-guided, automated workflows. This reduces legal’s direct workload while improving response times.
Is Checkbox Legal intake software secure?
Yes, Checkbox is built with enterprise-grade security, including data encryption, access controls, and compliance with industry standards so your legal data stays protected at every step.
What is the profile or skill sets of users who typically build on Checkbox?
Look for a legal intake software that fits your team’s size, integrates with your current tools, and supports automation, triage, and self-service. Most importantly, it should help you scale your team’s impact without adding complexity.
See what better legal intake unlocks
Give every request a clear path forward, then give your legal team more time for the work that needs their judgment.
