Checkbox

What the product is

Checkbox is a no-code workflow automation platform for in-house legal teams, and its home page calls it "The AI Front Door powering the most strategic legal teams." The company describes it as a workflow automation platform used by legal teams to maintain control, gain visibility and get work done. The reader it is for is the legal operations lead, the in-house lawyer or the general counsel who wants to run legal intake, approvals and matter tracking without waiting for IT. The site also lists IT as a role that works with it. The copyright line reads Checkbox Software, Inc.

What you build and how

The editor is a visual, drag-and-drop application builder. The company's FAQ says the builder is completely visual, so anyone, including people with no technical background, can build in it. A company blog post describes the same approach: legal ops teams use drag-and-drop builders to create automated workflows that route requests, trigger approvals and assign tasks, and everyone sees the same visual process. The home page boils the build down to 4 steps. You build workflows by creating no-code workflows to route requests, assign tasks and track progress. You resolve routine requests. You capture data. And you connect systems.

The product menu breaks the platform into Intake and Triage, Matter Management, an AI Agent, Dashboards and Analytics, Request Tracking, Self-service Tools and Process Automation. The home page shows what those look like in practice. An intake flow starts with a form, passes through an AI agent that categorizes a query, and ends in a matter, document generation, a status, a workflow, a database or an integration. A self-service tool is shown as a Contract Services Gateway where a business user picks from General Request, Contract Generation, Contract Review or Request for Approval. A dashboard example shows matters by business unit. So the person on the other side of a finished solution is a colleague in sales, marketing or finance who asks for legal help through a form, a menu or a conversation, and then sees where the request stands.

The AI layer is the front door. The company says Checkbox uses generative AI for legal intake and triage, and that the front door meets business users where they live, in Slack, Teams, email and more. Instead of only filling out forms, users ask for help in conversation. The chatbot draws on a source of knowledge unique to each customer, answers frequently asked questions, and links to automated workflows that collect approvals, submit disclosures, generate documents and assign work to the right person. On data handling, the FAQ says Checkbox uses OpenAI's large language models and that the AI APIs it uses have a zero-retention policy, so the provider cannot view that data, keep it longer than needed to process the request, or use it to train the model.

Templates shorten the start. The FAQ says Checkbox has a range of templates for common use cases across intake and matter management, workflow automation, self-service tools and the AI chatbot, with ready-to-use solutions and reporting, and a library of solution templates is linked from the same answer.

On integration, the home page says Checkbox captures requests and data from Slack, Teams, Salesforce, Outlook and your CLM, with no migration and no new habits to learn. The FAQ names key integrations as email, Slack, Microsoft Teams, Sharepoint, Salesforce, Google Suite, Hubspot, DocuSign and AdobeSign, and says solutions can be integrated with any other system that has available REST APIs. Data and documents can be pulled in from other systems and pushed out automatically, and the integrations can also trigger events across your existing systems.

There is an escape hatch into code. The FAQ answers "Checkbox is no-code, but do you allow for coding?" with yes: the authoring studio provides a component that lets code be written and executed as part of the workflow, often using the skills of IT staff to build on the foundation that business users made.

The evidence from the pages

The site publishes no prices; its 2 calls to action are Try Checkbox and Book a demo. The navigation carries a Security and Trust page and a Checkbox Certifications program, alongside the legal tech hub.

The company names its customers: it says companies like Allianz, Coca-Cola Europacific Partners, BMW and Xero transform their legal services with Checkbox. The platform page carries 3 customer quotes. Richard Conway, Deputy Group General Counsel and Group Company Secretary, says: "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." Jim Gray, VP and Head of Global Legal Operations, says Checkbox saves the Legal Operations team approximately 30 minutes each day by removing the need to manually start the daily approval workflow, and that it let the team consolidate 3 separate workflow processes into a single platform. Jeannine Moran, Director of Legal Operations at Hitachi Digital, describes the Checkbox team as customer-focused, proactive with training and support, and always listening to the customer's ideas, and says the partnership helped introduce the platform in a way that is easy for users to adopt.

The home page says "The solution isn't to review faster. It's to review less." For support and ease of use, the company's claim is that it is loved by legal and the business "for our ease of use, features, and support." The navigation also lists webinars, guides and ebooks, and a Checkbox for Law Schools program.

Who it suits and who it does not

Checkbox suits an in-house legal or legal operations team that handles a steady flow of requests such as NDAs, contract reviews, approvals and intake from the business, and wants its own people to build and change the workflows. The Slack, Teams and email entry points help a team whose internal clients will not log into a new tool. The REST integration route and the code component give an IT partner somewhere to extend the platform.

It is a narrower fit outside legal. The product, the examples and the role pages all speak to legal teams, so a founder building a store, a marketing team that wants a website, or an operations group with a general project workflow would be working against the grain. A small legal group without a person to define and maintain processes may find the builder is easy but the design work still has to be done by someone.