# Demo: Checkbox (Jan 26) > [Try the demo](https://capture.navattic.com/cm2dr37u0000003l80b7k7qyy) ## Flow 1: Checkbox Interactive Demo ### Step 1: Start Hi there! Welcome to a guided tour of Checkbox ☺️ Checkbox is your legal front door to manage all legal work. Intake requests, manage active matters, and enable business users to self-service with workflow automation. All while tracking data on legal team performance to prove your team's value to C-Suite and the wider business. Where should we start today? ### Step 2: Reporting - Intro Get a better understanding of everything that is coming into legal—matter volume, type, status and cycle time. With visibility into legal workload and performance, gain the data you need to effectively communicate with leadership, advocate for resources, and make strategic decisions. ### Step 3: Reporting - Start This Legal Team Dashboard view is for the Chief Legal Officer, General Counsel, and Legal Operations to get an overview of the department's key KPIs and entire matter lifecycle. ### Step 4: Reporting - Start This line graph shows you the amount and type of legal work coming into the department over time. Since legal's headcount typically does not scale accordingly with business growth, this data has been crucial for many legal teams in advocating to the CFO on getting resources and budget. ### Step 5: Reporting - Start For example, we may see that the amount of incoming requests have doubled in the last two years. And when we look at our resources, it hasn't scaled accordingly. So how is legal expected to be able to maintain turnaround times or manage business risk or to be able to operate at all, without burning out? 🤔 ### Step 6: Reporting Bar and pie graphs could be used to measure matters by practice area and by business unit. These reports often give us insight into key operational indicators 📊 For example, if we see a growing number of corporate matters, this indicates that perhaps a new corporate attorney should be the next hire. ### Step 7: Reporting - Summary Another example that we can have is to see a clear view of the workload across our lawyers. ### Step 8: Reporting - Summary By clicking into Dave's name, we can have a quick snapshot of all the matters he's currently working on. No more time spent wasted in 1:1s and meetings just trying to figure out what he's working on. Now we can spend more time strategizing and unblocking matters. ### Step 9: Reporting Down here, we have list or table views that summarize key information. This table here summarizes the high priority, strategic matters that is coming into legal. ### Step 10: Reporting Best of all, all of these graphs and dashboards are completely customizable without code! You can change the data set, what fields to measure and how to visualize the data all without any coding or technical knowledge. ### Step 11: Reporting - END Whilst reporting helps enable seamless communication with executives and the ability to view trends and data across the entire department, sometimes you need that granular view for day-to-day tasks and managing individual workload. Connect Checkbox's reporting functions with Matter Management to gain a complete and comprehensive snapshot of everything legal. Let's check it out! ❇️ ### Step 12: Matter Management Intro Let's jump into the Matter Management view so we can dive deeper and manage the day-to-day work. With Checkbox, gain a single source of truth for all legal work coming into the department. ### Step 13: Matter Management Intro When a matter comes into the legal department, it will appear in this view. Details such as the matter type, lawyer expertise, assignee and business unit will automatically populate through intelligent triage, so you can minimize manual data entry and routing. ### Step 14: Matter Management Intro You can customize columns, fields and layouts without code or requiring back-end assistance. Rules can also be set to automatically populate values and settings to minimize manual data entry for your lawyers and ensure consistency across your matters. ### Step 15: Matter Management You can create different views to organize matters by priority, status, type, due date, and more. This helps you slice and dice and understand what is happening within the legal department. You can even create personal views or limit views to certain people for sensitive and confidential information related to matters such as litigation and employment. ### Step 16: Matter Management In a recent meeting, Dave had mentioned that he's been very busy and stressed. Let's look at what Dave Moore, our senior attorney is working on. Click 'Dave's Matters' to proceed. ### Step 17: Matter Management We can see that Dave has 7 matters he's currently working on where 5 of them are high priority. Let's look at his most recent high priority matter, 'Update Privacy Policy'. Click to expand the matter. ### Step 18: Matter Management In this detailed matter view, we can see the matter summary, synced conversation history from email, internal notes, and progress. We can see that he is falling behind and the matter is due in 2 days. ### Step 19: Matter Management Let's do some capacity management and reassign his latest matter to another lawyer. Click the dropdown to reassign the matter. ### Step 20: Matter Management Select 'Jennifer Miller' as the new assignee. ### Step 21: Matter Management The matter has now been assigned to Jennifer. ### Step 22: Matter Management So, how does a matter get created? With traditional systems, lawyers are required to manually create and update matters. But how can we minimize change management and maximize adoption? At Checkbox, we facilitate four different intake methods (email, Slack/Teams, business portal and forms) so you can choose what's best for your organization. ### Step 23: Workflow Automation - Start Checkbox Workflow Automation brings efficiency and standardization to how legal work moves from intake to resolution. Automate repeatable steps, approvals, and handoffs across matters to reduce delays and maintain consistency. Enable self-service to allow business users to execute common legal workflows without the need for legal help.   Give yourself back the time to focus on higher-priority strategic work. ### Step 24: Workflow Automation Welcome to the Workflow Studio. Checkbox is a no-code workflow platform that allows anybody, with or without technical background, to build the workflows they need to elevate their legal team. Finally, a product that puts control back in the hands of legal to move quickly, without relying on IT or the vendor. ### Step 25: Workflow Automation This is the Workflow Studio. Use drag and drop to automate standardized processes between legal and the business. You can build conditional logic, generate documents, calculate risk scores, facilitate approvals, and more. ### Step 26: Workflow Automation Now that we've seen the studio, let's see what the business user would experience. This is an example of a Legal Front Door workflow, where users can self-service and route to the legal help they need. Let's create a Non-Disclosure Agreement (NDA) together.   Press Contracts / Agreements to proceed. ### Step 27: Workflow Automation Here is the NDA workflow. Let's begin by filling out our counterparty information. Press the text bar to populate information. ### Step 28: Workflow Automation Nice! With Checkbox, you can connect to third-party apps like Salesforce to auto-populate information in just one click. Let's continue on with Acme's NDA. Press Next to proceed. ### Step 29: Workflow Automation With Checkbox, conditional logic removes the guesswork out of workflow automation. Here we can determine whether or not this contract needs to be escalated for legal review. Because the contract value is below $100K, we don't need legal review. ### Step 30: Workflow Automation We've created a contract for you! Review generated documents right within Checkbox. Press Next to send your contract! ### Step 31: Workflow Automation Awesome! Checkbox goes beyond just document generation - now that you've sent your NDA, the counterparty is able to review and make edits directly within Checkbox. With a seamless automated legal system like this, reduce the friction between business users, legal teams, upper management, and external parties. ### Step 32: Workflow Automation Congratulations! You've trialled the experience of using a Checkbox workflow - creating and sending an NDA in under 5 minutes.   You can turn anything into a workflow - Our customers have built hundreds of different workflows. Common use cases include conflicts of interest, "who can sign this?" delegation of authority, and other agreement requests. ### Step 33: Workflow Automation This is just the tip of the iceberg - Generate contracts, automate reviews and approvals and more. With workflow automation, you can streamline your entire legal service request cycle from start to end. Checkbox exists to be a connected legal system. Workflow Automation couples Matter Management so you maintain visibility and control of all things legal within the business. Let's check it out! ❇️ ### Step 34: AI Chatbot - Company Portal Checkbox's AI-powered Intake & Triage allows you to automatically handle and create requests from unstructured messages from email, Slack, Teams, and more. Matters are then automatically assigned to the right lawyer based on expertise or capacity, with updates throughout the lifecycle of the matter. Finally, we can let lawyers be lawyers. We can allow them to still work their own way — all while providing real-time data and reporting for GCs and legal leaders. ### Step 35: AI Chatbot - Company Portal Allow the wider organization to access and receive legal help in a conversational way that feels natural to them. No more form-chasing and document-searching. Ask away! Press send to proceed. ### Step 36: AI Chatbot - Company Portal Train your AI Chatbot to your organization’s unique policies, playbooks and processes 💡 Rest assured, your policies will not be used to train any other AI - whether for Checkbox, OpenAI, or any other models. Your data stays safe within your own organization. ### Step 37: AI Chatbot - Company Portal Have a follow up question or request? You can have that handled too! ### Step 38: AI Chatbot - Company Portal Matters can also be intelligently created from messages. Say goodbye to rigid forms and provide an experience that feels intuitive and familiar for the business. And for legal, matters are automatically created and assigned with real-time updates throughout the lifecycle. ### Step 39: AI Chatbot - Slack Checkbox's AI Chatbot can integrate with your current channels, to allow a familiar and intuitive experience for the business. Here's how the AI Chatbot works on Slack via an App. ### Step 40: AI Chatbot - Slack You can also enable AI-powered intake and triage on Slack via direct messages or through your #legal channel. Checkbox can automatically capture key information from unstructured messages and create a matter to be assigned to the relevant lawyer. ### Step 41: AI Chatbot - Teams And here's Checkbox on Microsoft Teams! ### Step 42: AI Chatbot - Email And on email through your shared legal inbox! ### Step 43: AI Chatbot - Workflow Through workflow automation, connect self-service tools with your AI Chatbot to guide employees to collect approvals, submit disclosures, generate documents, and more. ### Step 44: AI Chatbot - END And that's it for our AI intake and triage! Legal teams can now deliver an experience that promotes efficiency and visibility while minimizing disruption for everyone involved. Employees receive an experience that is intuitive and familiar to them, lawyers can still manage their work their own way, and GCs & legal leaders can capture the data and reporting they need. What do you think? ❇️ ### Step 45: COMPLETION STEP Congratulations! 🎉🥳 You've now experienced how you can manage all legal work from intake to reporting using Checkbox. With AI-powered intake and reporting—the first of its kind, we're empowering General Counsels and Legal leaders to lead with data and drive strategic impact. Checkbox is setting a new standard for legal work—one that enhances, rather than disrupts lawyers, and grows business value. This demo is just the tip of the iceberg. Get in touch to see the full extent of how Checkbox can transform your team.