No-code AI intake and workflow automation platform built for in-house legal teams. Captures business requests from Slack, email, Teams, and web forms, triages them via an AI chatbot trained on company policies, and routes to the correct workflow — what Checkbox brands as the ‘Legal Front Door.’ Core capabilities include no-code form and workflow builder (drag-and-drop, no developer resources needed), matter lifecycle tracking, automated approval routing, customizable dashboards with cycle-time and workload analytics, and self-service tools for business stakeholders. Founded in Sydney, Australia in 2016 by school friends Evan Wong and James Han (Forbes 30 Under 30). Bootstrapped for years before raising $6.3M pre-Series A, then $23M Series A (Jan 2026) led by Touring Capital with Peak XV Partners — valued at ~$100M. 100+ enterprise customers including SAP (30+ min saved daily, 3 workflows consolidated), Telstra (6,000+ hours saved annually), Hitachi (83% of routine legal/compliance requests automated), PepsiCo, Woolworths, Coca-Cola Europacific Partners, Macquarie Group, Hines. Enterprise-only pricing ($15K+ annually). Not suitable for solo/small firms. AI chatbot model and accuracy metrics not publicly documented.
Company Info
- Founded: 2016
- Team size: 11-50 employees
- Funding: $6.9M
- HQ: United States
- Sector: In-House Automation
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Workflows
Based on practitioner evidence, Checkbox is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems Checkbox addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
Sales sends contract requests via Slack, email, and hallway conversations — legal has no queue, no triage, and no idea how many requests are pending
Firm uses separate tools for intake, documents, billing, and e-signatures that don't talk to each other — opening a new matter means entering the same client info 4 times across systems that should but don't share data
Legal ops team wants to automate intake, NDA generation, and approval routing but the firm's IT won't give them developer resources — they need a no-code platform that legal can own without writing a single line of code, but generic tools like Zapier don't understand legal workflows
Where it fits in your workflow
Before Checkbox
Business stakeholders (sales, procurement, HR, compliance) submitting legal requests via email, Slack, Teams, web forms, or AI chatbot
After Checkbox
Contract management tools (DocuSign, Ironclad), outside counsel management (Brightflag, PERSUIT), billing systems, matter management platforms. Checkbox acts as orchestration layer routing to the right downstream tool.
Integrations & hand-offs
Checkbox sits at the very front of the in-house legal workflow — the first touch point when business needs legal help. AI chatbot provides self-service for routine queries. Complex requests are triaged and routed. Dashboards track cycle times, workload distribution, and matter volume across the full lifecycle.
Community Data
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