Product Overview of Checkbox
Checkbox is a leading no-code workflow automation platform designed to streamline and automate various business processes, particularly within legal, compliance, and other operational departments. Here’s a detailed look at what Checkbox does and its key features:
What Checkbox Does
Checkbox is an intuitive platform that enables teams to automate manual processes, manage requests, and streamline service delivery. It is trusted by leading global enterprises such as Allianz, Coca-Cola Europacific Partners, and BMW. The platform focuses on automating document workflows, intake and triage, contract generation, approvals, and compliance checks, among other processes.
Key Features and Functionality
AI-Powered Intake and Triage
Checkbox leverages AI to provide an intelligent, conversational experience for business users. The AI-powered “Front Door” allows users to initiate requests and self-serve contracts, knowledge, policies, and FAQs through channels like email, Slack, Microsoft Teams, and company portals. This AI capability interprets requests, provides answers to frequently asked questions, and seamlessly links to automated workflows for approvals, disclosures, document generation, and task assignments.
Document Workflow Automation
The platform digitizes document approval workflows, guiding users through the approval process and streamlining stakeholder assignment, review, and signing. It manages document generation, approvals, execution, and obligations, either within the Checkbox platform or integrated with existing systems.
Automated Triage & Assignment
Checkbox features a robust ticketing system that consolidates all matter interactions into a single interface. This system enables automated ticket creation, linked inboxes, attachments, tasks, and integrations, providing a single source of truth and enhancing visibility and control over all matters. It also automates the categorization and routing of requests to relevant people, workflows, or processes.
No-Code Automation
Checkbox is a no-code platform, allowing business teams to build and automate their own business apps without requiring technical knowledge. This empowers teams to enable digital transformation quickly, often in a matter of days rather than months.
Form Automation
The platform supports comprehensive form automation, including rules-based workflows, SSL security, surveys, feedback, and task management. Forms can be integrated with various services such as Google, Dropbox, and other systems to further reduce workloads.
Self-Service Tools
Checkbox offers self-service tools that route queries to checklists outlining compliance requirements, provide legal documents, and more. These tools are directly linked with the AI Chatbot, ensuring that queries are intelligently interpreted and routed to the relevant workflow or person.
Integration and Collaboration
The platform integrates natively with existing channels like Slack, Microsoft Teams, email, and other business systems. It provides a centralized service hub where all matter interactions, including conversations, tasks, and documents, are consolidated, facilitating better collaboration and visibility.
Audit Trails and Compliance
Checkbox maintains a clear audit trail, consolidating information under one tab. This includes viewing all matters, conversation and task history, relevant files, documents, and tracked decisions, ensuring compliance and transparency.
In summary, Checkbox is a powerful no-code workflow automation platform that leverages AI to streamline and automate various business processes, enhancing efficiency, visibility, and compliance across legal and operational teams. Its key features include AI-powered intake and triage, document workflow automation, automated assignment, no-code automation, form automation, self-service tools, and robust integration and audit capabilities.