Checkbox

Checkbox

124-130 Pitt St, Sydney NSW 2000, Australia
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+61418110333
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Description
Checkbox is a multi award-winning platform that enables legal departments to build their own solutions using only drag and drop. Solutions built on Checkbox are used to streamline manual expert processes or create business-facing, self-service applications. These applications can be used to automate advice, digitise approval workflows, conduct weighted risk assessments, facilitate intake and triage, and generate documents and notifications.
Checkbox stands out as the most intuitive legal no-code platform available which seamlessly combines form building, decisioning, document automation and analytics, with a differentiating focus on facilitating the workflow around expert processes as opposed to just the decisioning itself. And because Checkbox is truly no-code, experts can design, build and maintain apps without significant support from IT or Checkbox, providing greater control over cost and timelines in developing tools and changing existing tools to respond to user feedback or process changes.
Example use-cases:
  1. Intake and triage: automated self-serve and triage of legal services request and enquiries
  2. Weighted risk assessments: privacy, safety, claims, ethics and compliance
  3. Approval workflows: procurement, contract review, reimbursement
  4. Document generation + e-sig workflow: NDAs, trial agreements, letters, T&Cs, justification notes
  5. Automated advice: policy compliance, Q&A, delegation of authority/approval

Key features:

 

  • Smart Forms – Capture and triage information from users or systems using dynamic, logic-driven forms. Design from a variety of elements including yes-no, input fields, and dropdowns together with customizable formatting and data validation.
  • Calculation and Decisioning Engine – Design complex rules and decision-tree logic, including calculations, looping and weighted scores. Logic can be quantitative, qualitative or a combination of both.
  • Document Automation – Generate ready-to-go documents, pre-filled and tailored using condition-based content. Retain the rich style of your templates with the option to use our native e-signature integration.
  • Workflow Engine – Automate end to end user journeys including sequential and parallel approvals, bulk processes, scheduled tasks and reminders.
  • Dashboards and Analytics – Gain instant insights into your customers, services & processes through customisable dashboards that track metrics you define.
  • Audit Trail – Transcript and search-enabled centralisation of responses, actions, and documentation for audit and record keeping purposes.
  • Integrations – Build custom integrations easily by leveraging our pre-modelled code component that can push and pull data from your existing systems and databases through SSO, REST APIs and webhooks.
  • Configurable Permission and Access – Highly configurable enterprise access controls with permission structures set at the account, team, matter and workflow level.
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