Jen Lenander
Intake & centralize all requests
Capture legal requests automatically from email, Slack, Teams, web forms, and more in one centralized matter management platform.
Matter Management Software
A powerful legal matter management solution for in-house legal teams and corporate legal departments that centralizes matters, tracks legal work, and streamlines workflows with one system of record.
Trusted by leading legal teams, globally
Navigating the challenges of Legal Matter Management
As legal departments grow in size and complexity, the more important a matter management solution becomes. Without a centralized legal matter management system, in-house teams struggle with delays, scattered data, and increased risk, making it difficult to bring strategic value and stay efficient.
Without a centralized legal matter management system, legal work gets scattered across email, Slack, Teams, spreadsheets, and shared drives, leading to delays, duplication, and missed obligations.
Conversations and requests
Messaging
Informal updates and decisions
Tracking
Owners, status, and deadlines
Document storage
Documents and drafts
Every tool holds a different piece of the matter
Conversations and requests
Messaging
Informal updates and decisions
Tracking
Owners, status, and deadlines
Document storage
Documents and drafts
Every tool holds a different piece of the matter
Manage all legal work from intake to reporting
Triage and assign with automation
Generate matter records, pre-fill key details, and route work to the right legal team using intelligent automation.
Track and progress legal matters
Track tasks, deadlines, priorities, status, and assigned owners so every matter keeps moving forward.
Collaborate with the team and business
Build a bridge between legal and the business with shared documents, conversations, and insights for smoother communication.
Report on legal workflow & performance
Track workload, matter status, and team performance with reporting that helps legal demonstrate impact.
Features for control and scalability
Custom Statuses, Fields & Boards
Custom Statuses, Fields & Boards
Organize, collaborate on, and create matters using custom statuses, fields, and boards to track information with ease.
New matter field
Single select
Status
Color coded
Not started
In review
Approved
From first request to one accountable matter record.
From the first request to the final report, Checkbox gives legal one structured place to assign work, manage progress, collaborate, and understand performance.
Capture complete matter context
Turn requests from email, Slack, Teams, and forms into structured matters with the business context legal needs to begin.
- All intake channels connected
- Required fields captured up front
Supplier NDA · 1 file
slack
Marketing claim · Urgent
teams
Policy question · HR
Create accountable matter records
Create a consistent record with matter type, requester, owner, priority, deadline, files, and source already attached.
- Ownership and deadlines visible
- One source of truth per matter
Context determines the record and owner
Review the Acme supplier NDA
Sales requesterSupplier NDADue Friday
Supplier NDA
Contract
High
APAC
Friday
Coordinate work in one place
Keep tasks, approvals, documents, conversations, and deadlines connected as work moves between legal and the business.
- Tasks, files, and approvals together
- Clear handoffs and audit history
Customer contract · Sales · High priority
Self-service
Approved NDA template
Guided workflow
Standard contract review
Report on demand and performance
See matter volume, status, cycle time, workload, and outcomes without rebuilding reports from spreadsheets.
- Live workload and aging views
- Leadership-ready service metrics
48
12 due this week
2.4h
Down 18%
94%
+6 pts this quarter
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 in house legal matter management software and how can it help our legal team?
Matter management software for legal departments is a tool that centralizes all matters, documents, and communications in one place. It makes it easier to stay organized, move faster, and show the business the impact legal is making.
How does Checkbox matter management system integrate with tools like Outlook, SharePoint, or DocuSign?
Checkbox connects with tools like Outlook, SharePoint, DocuSign and any other application with available REST APIs, so you can handle intake and matter management without switching between platforms.
Is Checkbox matter management software designed for legal departments in large enterprises or SMBs?
Checkbox is built for growing in-house legal teams. Whether you’re in a large internationally operating organization or an SMB scaling fast, it’s flexible enough to handle complex needs and grow with your team.
Is your legal matter management software secure and compliant with data protection laws like GDPR or SOC 2?
Yes, Checkbox’s legal matter management software is fully compliant with GDPR, SOC 2, and other major standards. Your data is protected with enterprise-grade security every step of the way.
Can your legal matter management system be tailored to our workflows and approval processes?
Yes, you can customize Checkbox’s legal matter management system to match your intake forms, workflows, and approval steps without needing coding knowledge or IT support.
How is your matter management software different from using spreadsheets or email?
Unlike spreadsheets and email, Checkbox provides a centralized, real-time system of record with automated workflows, structured intake, and reporting.
Manage every legal matter with clarity and control
Centralize intake, matter tracking, collaboration, and reporting in one connected system.
