Checkbox is an AI-powered legal intake and workflow automation platform built for in-house legal teams. It centralises request management, providing visibility and control over legal matters while automating manual tasks. Its core value proposition is reducing the volume of routine work reaching lawyers — by enabling business teams to submit requests via email, Slack, Teams, Jira, Salesforce, or web forms, with AI automatically triaging and routing each request to the right lawyer or workflow. Rather than replacing lawyers, Checkbox is designed to make a small legal team operate with the capacity and structure of a much larger one.

■ Key Features

• AI-powered intake & triage: Captures requests from email, Slack, Teams, Jira, Salesforce, and forms into a single platform, then automatically categorises and routes each request based on matter type, lawyer expertise, and capacity — eliminating inbox-based legal request management.

• Matter management: Centralises all matters, documents, approvals, and conversations in a single, connected hub for complete visibility across the legal team's workload, with task tracking and deadline management built in.

• No-code workflow automation: A drag-and-drop interface allows legal teams to build and maintain automated workflows without writing code or relying on IT, covering contract generation, approval routing, NDA workflows, compliance checklists, and more.

• AI legal chatbot & self-service: An AI-powered legal assistant allows business users to get instant answers to common legal questions and complete self-service workflows — reducing the volume of routine queries reaching lawyers directly.

• Reporting & analytics: Dashboards provide data on cycle times and team performance, enabling legal teams to demonstrate workload, throughput, and value to executive stakeholders — and to identify bottlenecks in legal service delivery.

■ Who It's Best Suited For

• In-house legal teams (typically 3–50 lawyers) at Australian mid-market and enterprise organisations that receive high volumes of requests from across the business and want a structured intake and matter management system

• Legal Operations professionals and General Counsel looking to move the legal function off email and spreadsheets into a purpose-built platform with workflow automation and real-time visibility

• Organisations in regulated industries — financial services, retail, technology, and manufacturing — where consistent, auditable legal workflows are a compliance requirement

■ Integrates With

Slack, Microsoft Teams, Salesforce, Jira, Ironclad, Outlook, SharePoint, and major enterprise systems via API and native connectors.