Checkbox
Checkbox structures how legal work enters, moves through, and gets resolved for in-house legal teams.
What Checkbox is
Checkbox structures how legal work enters, moves through, and gets resolved for in-house legal teams. It captures requests from channels such as email, Slack, Teams, and forms, then uses AI to classify and route them. Matter management centralizes documents, conversations, tasks, approvals, ownership, status, and deadlines. Legal teams can build no-code workflows to route requests, assign work, and track progress. Its AI Agent can answer routine legal questions from approved policies and direct employees to self-service resources or the right workflow. Listed integrations include Gmail/Outlook, Slack, Microsoft Teams, Salesforce, Ironclad, and Ivo; custom connections can use native connectors, webhooks, and REST APIs. Checkbox lists encryption, security scanning and monitoring measures, a completed SOC 2 Type II examination, and ISO certifications and compliance. Pricing and scope are specified in an Order, and fees may vary by authorized user type. The software is for business use, not consumers. Checkbox offers a free live demo, and free or trial accounts may be offered for a period it designates; no trial length is stated.
Good
- Captures requests from email, Slack, Teams, and forms.
- Centralizes matter documents, tasks, approvals, and deadlines.
- Supports no-code legal workflows.
- AI Agent uses approved policies for routine questions.
- Lists SOC 2 Type II and ISO credentials.
Watch out
- Pricing and scope are specified in an Order.
- Fees may vary by authorized user type.
- Trial availability and duration are not guaranteed.
Who it suits
Checkbox is for in-house legal teams at businesses that need to route, manage, and automate legal requests. Its agreement says the software is not offered to consumers.
Verdict
Checkbox combines intake, matter management, no-code workflows, and policy-based self-service for business legal teams. Request an Order to clarify price and scope, and confirm whether a trial account is available.
Plans and prices
From Checkbox's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starting price | $5,000 a year | pricing listing; free trial; free version · flat rate /per year |
| Checkbox | Priced on request | Pricing and scope are specified in an Order; fees may vary by authorised user type |
| Checkbox subscription | Priced on request | scope and user limits defined in order · fees payable annually in advance |
The facts
Each one read from Checkbox's own pages, with the date it was checked.
What it does
- AI chatbot
- Its conversational AI can tailor answers, recommend approved content and change its tone and personality.checked 15 Oct 2026
- AI data use
- The AI assistant page says customer data is encrypted, controlled and not used to train external models.checked 15 Oct 2026
- API and webhooks
- Checkbox offers REST APIs and webhooks, with API-key or OAuth authentication for integrations.checked 15 Oct 2026
- Automatic matter creation
- The forms product can create matters automatically with fields such as type, requester, assignee and client.checked 15 Oct 2026
- Business use
- The current Master Services Agreement says the software is for business use and is not offered to consumers.checked 4 Oct 2026
- Compliance
- Checkbox states it has completed a SOC 2 Type II examination and is ISO 27001 certified and ISO 27017 and ISO 27018 compliant.checked 4 Oct 2026
- Custom connections
- Checkbox supports native connectors, webhooks, and REST APIs, and says standard integrations can use API keys or OAuth.checked 4 Oct 2026
- Dashboards and analytics
- The product reports matter volume, type, status and legal workload for operational visibility.checked 15 Oct 2026
- Demo
- Checkbox offers a free live demo and says it will respond to contact messages within one business day.checked 4 Oct 2026
- Developer documentation
- The public developer site exposes a versioned REST API reference at app.checkbox.ai/restapi/v1, including an assessments endpoint.checked 15 Oct 2026
- Documentation depth
- The public API reference is available, but the developer page shown contains no SDK listings or self-hosting instructions for Checkbox.ai.checked 15 Oct 2026
- Enterprise support
- The enterprise page advertises guaranteed uptime, priority resolution, dedicated support and service-level agreements.checked 15 Oct 2026
- Founders
- Crunchbase lists Evan Wong, James Han and Paul Wenck as founders and Evan Wong as co-founder and CEO.checked 15 Oct 2026
- Funding
- Axios reported on January 28, 2026 that Checkbox raised a $23 million Series A led by Touring Capital.checked 15 Oct 2026
- Intake and triage
- Forms can collect, validate, classify and assign legal requests for reporting and follow-up.checked 15 Oct 2026
- Integrations
- Native or documented connections include Gmail/Outlook, Slack, Microsoft Teams, Salesforce, Ironclad and Ivo.checked 15 Oct 2026
- Intelligent triage
- Checkbox describes AI categorization and rerouting of requests to the appropriate workflow or person.checked 15 Oct 2026
- ISO certifications
- Checkbox states that it is ISO 27001 certified and ISO 27017 and ISO 27018 compliant.checked 15 Oct 2026
- Legal name
- Crunchbase identifies the legal name as Checkbox Technology Pty Ltd and the brand as Checkbox.ai.checked 15 Oct 2026
- License
- Checkbox is presented as proprietary commercial software; its customer agreement grants paid software access and restricts copying and competitive use.checked 15 Oct 2026
- Limit: customization
- G2 reviewers report limited customization for intricate workflows and front-end form design.checked 15 Oct 2026
The company
- Company size
- LinkedIn lists Checkbox as a privately held software-development company with 51–200 employees.checked 15 Oct 2026
- Founded and headquarters
- LinkedIn lists Checkbox as founded in 2016 and headquartered in New York, New York.checked 15 Oct 2026
- Headquarters
- New York, New York, United Stateschecked 23 Sep 2026
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