Checkbox

Checkbox (checkbox.ai) is an AI-powered intake and workflow automation platform designed primarily for legal teams, especially General Counsels and legal leaders. The company offers an AI product that streamlines legal service intake, automates essential workflows, and provides real-time insights. Its AI capabilities include automating routine legal tasks, extracting key information, and managing requests efficiently. The target audience is in-house legal teams and legal operations professionals seeking to improve efficiency, visibility, and control over legal processes.

Checkbox.ai is a no-code legal service automation platform designed for legal teams to automate intake, workflow, and reporting. Here are the main features and functions of Checkbox.ai: - Automated Intake & Triage: Captures requests from multiple channels (email, Slack, Teams, Jira, Salesforce, forms) and routes them automatically based on matter type, expertise, capacity, and business unit. - Matter Management: Centralizes all legal matters, documents, emails, tasks, approvals, and collaboration in one hub with audit trails and history. - AI Legal Chatbot: Provides instant legal help, responds to queries based on company policies, and can be customized for tone, content, and compliance. - Workflow Automation: Automates manual processes, including contract generation, approvals, legal evaluations, and compliance procedures, using visual drag-and-drop tools. - Dashboards & Analytics: Offers customizable reports and dashboards to track request volume, status, cycle time, and identify bottlenecks. - Request Tracking: Tracks the status of all legal work and matters in real time. - Contract Lifecycle Management: Automates contract creation, approval, execution, renewal, and uses AI to extract key terms from documents. - Self-Service Tools: Provides checklists, legal documents, and resources for employees to resolve common queries without legal team intervention. - Policy/FAQ Help Desk: Instantly responds to employee queries using organizational policies and playbooks. - Permissions & Access: Robust access controls, SSO authentication, audit logs, and the ability to set tools as public or private. - Integrations: Connects with Gmail, Outlook, Slack, Teams, Salesforce, Ironclad, DocuSign, AdobeSign, SharePoint, Google Drive, Box, Jira, Monday.com, and more. - No-Code Builder: Visual drag-and-drop interface for building workflows and automations without coding, but also allows for custom code when needed. - Security: SOC 2 and ISO 27001 certified, with compliance to ISO 27017 and 27018 standards. Checkbox.ai is used by legal teams to reduce manual work, improve efficiency, and provide a single source of truth for all legal operations.

Checkbox.ai primarily supports in-house legal departments and is used in the practice area of Litigation, but its workflow automation and intake tools are broadly applicable across corporate legal operations. Key features and functions: - No-code intake and workflow automation platform - AI-driven triage and matter management (categorizes and assigns legal requests) - Centralized tracking of legal matters from multiple channels (email, Slack, Teams, Salesforce, web forms) - Visual, drag-and-drop workflow builder for automating legal processes (e.g., contract generation, compliance reviews, policy approvals) - Self-service tools for business users (customizable forms, policy FAQs, document generation) - AI-powered chatbot assistant for intake, triage, FAQs, document generation, and task assignment - Document automation (template builder, document assembly, approval workflows, collaboration) - Out-of-the-box integrations and API capabilities - Reporting and analytics features - Mobile-friendly and supports multiple regions (US, Australia, Singapore)

Checkbox.ai is SOC 2 Type II certified and ISO 27001 certified. It is also compliant with ISO 27017 and ISO 27018. There is no mention of GDPR, HIPAA, or CCPA compliance on their official security and trust page.

Checkbox.ai (Checkbox Technology) provides explicit data handling and security measures: - Data Hosting: Offers deployment flexibility, including SaaS, private cloud, and on-premises hosting. Customers can choose their preferred hosting location (US, Canada, Australia, EU, UK) for cloud deployments. - Encryption: Data in transit is encrypted using TLS 1.2. Backups are encrypted on Amazon S3. Advanced/Enterprise and on-premises customers can enable encryption at rest. - Access Controls: Only employees with a need-to-know basis can access customer data. Remote access and data downloads are highly restricted. Contractors do not have access to customer data. - Data Retention: Customer databases used for testing/support are deleted immediately after use. There is a zero-tolerance policy for negligence or misconduct regarding customer data. - On-Premises & Private Cloud: Checkbox supports on-premises and private cloud deployments, giving customers full control over their data and security configurations. - Customer Responsibilities: Customers are responsible for configuring security features, maintaining account security, and responding to data deletion/update requests from users. - Disclosure: Checkbox does not sell customer data and only discloses it as required by law or with customer consent. - Customer-Managed Encryption Keys: Advanced/Enterprise and on-premises customers may enable encryption at rest, but explicit mention of customer-managed encryption keys (CMEK) is not found in the public documentation. - Data Use for Training: There is no explicit statement that client data is not used for training AI models in the public documentation reviewed. No explicit statements were found regarding "no data retention" as a default, or that "client data is not used for training," or support for "customer-managed encryption keys" (CMEK) in the public documentation. Checkbox does, however, provide strong controls for data privacy, on-premises/private cloud options, and customer control over data.