Lexicata
Client Intake & Productivity
CRM and client intake platform for law firms — managing leads, automating intake, and converting prospects to clients.
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Reviewed 2026/05/20
Legal request management and workflow automation platform for in-house legal teams handling high intake volumes.
Use these non-brand research paths when evaluating whether Checkbox belongs on a legal AI shortlist for your workflow, firm profile, or procurement stage.
Reviewed by LawyerAI Editorial on 2026/05/20. Scores follow our 5-dimension review methodology.
Client Intake & Productivity
CRM and client intake platform for law firms — managing leads, automating intake, and converting prospects to clients.
Client Intake & Productivity
Call tracking and analytics platform that helps law firms measure marketing ROI and improve client intake.
Client Intake & Productivity
Live chat and intake service for law firms — converting website visitors into qualified leads around the clock.
Checkbox is a legal request management and workflow automation platform designed for in-house legal teams that receive high volumes of requests from business stakeholders. The platform provides a structured intake system, automated triage and routing, self-service guidance for common requests, and workflow management for matters requiring attorney involvement.
Checkbox's self-service tools allow in-house legal teams to build guided questionnaires that resolve common business requests automatically — NDA generation for standard situations, routine contract reviews, compliance questions — without attorney involvement. Only matters that genuinely require legal judgment reach attorneys, reducing intake burden by 40-60% at many organizations.
The platform's automation capabilities extend to full workflow management: document generation, approval routing, e-signature integration, and post-completion obligation tracking. The analytics module provides visibility into intake volumes, resolution times, and matter types that help legal operations teams identify automation opportunities and resource allocation needs.
Checkbox is used by in-house legal teams at companies including Atlassian, Officeworks, and hundreds of other organizations. The platform is particularly strong in the Australia/New Zealand market where it originated but has expanded globally.