Overview
Checkbox software is a no-code legal automation platform built to streamline intake, triage, and self-service workflows. While it may require some time to fully configure complex processes, it offers flexible automation, easy logic building, and strong matter management capabilities.
Overall Rating
Based on 6 users reviews
4.3
Rating Distribution
Positive
83%
Neutral
17%
Negative
0%
Starting Price
Custom
Checkbox Software Specifications
Policy and Document Management
Risk Assessment and Mitigation
Regulatory Compliance Tracking
Audit Management
What Is Checkbox Software?
Checkbox software is a no-code AI-powered intake and workflow automation platform built to streamline business function requests. It collects and centralizes data from various sources and platforms, applying logic-driven forms and AI triage to automate matter handling. Checkbox.ai is designed for non-technical professionals across legal, HR, procurement, and compliance departments, enabling them to create automated compliance workflows with ease.
Checkbox Software Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Checkbox Software Integrations
Checkbox integrates with the following tools and platforms:
- Slack Software
- Microsoft Teams
- Gmail
- Outlook
- Salesforce
- Ironclad
Who Is Checkbox Software For?
Checkbox ai is ideal for:
- Legal teams and General Counsels
- Compliance and Risk Departments
- Business Analysts
- Small-to-mid sized Enterprises
Is Checkbox Software Right For You?
Checkbox suits organizations looking to replace manual intake, ticketing, or spreadsheet-based processes with an automated, AI-enabled platform. It works particularly well for legal, HR, procurement, and operations teams that receive requests via email, Slack, Teams, forms, or other sources. The platform’s drag-and-drop builder, multilingual intake support, and real-time analytics help democratize automation. It’s a powerful fit for teams wanting to scale efficiency, improve visibility, and reduce admin overhead.
Still confused about Checkbox.ai? Contact us at (661) 384-7070 for personalized guidance.
Checkbox Software Features
Checkbox automates the intake of requests from various sources and internal portals. Using logic-based routing and AI, it categorizes and assigns matters to the right teams or workflows, minimizing delays and manual handling of tasks.
The platform includes an AI-powered legal chatbot trained on internal knowledge bases to answer common legal and compliance questions. It provides immediate guidance to users, reducing repetitive inquiries and freeing up legal team capacity.
Checkbox offers live dashboards that track request volumes, response times, and workflow efficiency. Teams can use these insights to identify bottlenecks, monitor KPIs, and continuously improve service delivery.
This feature enables end-to-end visibility into each request, from submission to closure. Stakeholders can check the status, the responsible party, and the actions taken, thereby improving transparency and accountability.
Checkbox provides customizable self-service portals that allow users to access documents, submit requests, or initiate workflows independently. These tools reduce friction and legal touchpoints by enabling employees to handle routine tasks more efficiently.