Jen Lenander
Centralize Intake Across Channels
Capture legal requests from email, Slack, Teams, forms, and other business channels.
Legal Workflow Software
Transform legal from the department of “no” to a growth partner with AI-driven legal workflow automation. Build a smart legal front door, streamline repetitive tasks, and manage legal operations with full visibility and control.
Trusted by leading legal teams, globally
Manage Legal Workflows from Intake to Reporting
Automated Routing and Assignment
Classify requests and send work to the right workflow, team, or lawyer automatically.
Monitor and Progress Work in Real Time
Track tasks, deadlines, progress, and ownership in real time.
Collaborate Across Legal and Business
Bring legal and business stakeholders together around shared requests, documents, and decisions.
Report on Legal Workload and Performance
Measure request types, completion time, workload, and resource allocation.
Features for control and scalability
Custom Statuses, Fields & Boards
Custom Statuses, Fields & Boards
Customize fields and statuses directly within your legal workflow management system.
New matter field
Single select
Status
Color coded
Not started
In review
Approved
Design, automate, and improve every legal workflow.
Legal teams can design, run, and improve workflows themselves, centralizing intake, automating repeatable steps, and keeping every stakeholder aligned.
Design the process visually
Map intake questions, decisions, approvals, tasks, and outcomes in a no-code builder that legal operations can own.
- Conditional and parallel paths
- Reusable workflow templates
Build the contract approval path
Trigger
Contract request
Collect
Value, region, risk
Decide
Approval rules
Automate repeatable legal work
Apply rules, generate documents, collect approvals, send reminders, and update records without manual coordination.
- Approvals, documents, and reminders
- Rules applied consistently
Approve a new supplier agreement
$180k valueAPAC regionDue Friday
Connect every handoff
Move data and documents across email, Slack, Teams, Salesforce, e-signature tools, and internal systems through connected steps.
- API and native integrations
- Data synchronized across systems
Salesforce
Request created
Slack
Stakeholder notified
SharePoint
Agreement stored
DocuSign
Signature completed
Improve workflows with real data
Use completion, cycle-time, exception, and bottleneck data to refine the process and focus lawyers on higher-value work.
- Cycle time and exception trends
- Continuous process improvement
94%
+6 pts
2.4d
Down 18%
68h
This month
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.
0%
0 min
Frequently asked questions
What types of legal workflows can in-house teams automate?
Teams can automate NDAs, contract approvals, compliance reviews, legal intake, triage, and complex multi-step processes.
How is legal workflow software different from matter management tools?
Workflow software automates processes from intake through execution. Matter management tools track legal work after it is received. Checkbox bridges both.
Can workflows be customized to fit our internal legal policies and approvals?
Yes, fields, logic, approval paths, and steps are fully customizable using drag-and-drop tools.
Does this integrate with our existing tools like Outlook, Slack, Salesforce, or Jira?
Yes, Checkbox integrates with Outlook, Slack, Teams, Salesforce, Jira, and more.
Can legal build and update workflows without needing IT support?
Yes, Checkbox is a no-code platform designed so legal and legal ops teams can build, launch, and update workflows independently.
Is the platform secure enough for sensitive legal information?
Yes, Checkbox meets enterprise-grade security standards with encryption, access controls, and compliance certifications.
Build legal workflows that scale with the business
Centralize intake, automate routing, guide execution, and report on performance in one no-code platform.
