Checkbox Review

Checkbox is an award-winning no-code platform that allows users to create their own business applications for process automation. Using a drag-and-drop interface, users can design solutions that help legal teams do more with fewer resources while delivering a superior client experience — simplifying manual expert workflows or providing customer-facing self-service applications.
Checkbox applications are used to automate legal advice, digitize approval workflows, conduct risk assessments, streamline intake and triage, and generate documents and notifications.

CHECKBOX – TUTORIAL

CHECKBOX – FEATURES

• Custom states, fields, and boards: enhance initial data collection with customized states, fields, and boards to support intake and triage workflows.
• Connected mailboxes: simplify email sorting by automatically linking emails to documents, making it easy to search and retrieve information.
• Configurable views: sort and filter all legal matters by customized views — such as category, status, and priority — to tailor the intake configuration to your specific needs.
• Database: store, access, and update data from a shared source to power digital workflows and support legal intake automation.
• No-code process mapping: design digital workflows with a drag-and-drop interface to create automated intake logic and visually map out steps and task flows.
• Complex workflows: support real-world legal intake processes with linear, parallel, and trigger-based workflows customized to your legal team’s operations.
• Customizable reports: quickly generate reports and visualizations based on your team’s specific metrics to strengthen performance analysis.
• Template reports: skip setup and start monitoring performance instantly with ready-to-use legal intake reports based on standard industry metrics.
• Analytics and trends: gain visibility into volume, status, and types of matters through request analytics, helping you spot trends, identify gaps, and improve your legal matter management strategy.