Skip to content
SPECIFICTION
Get listed

Checkbox

checkbox.ai

From $416.67/mo Free trial WebAPI
Visit checkbox.ai
Spec score 9.0 #1 of 31 in Legal Document Automation Software

What it is

Checkbox organizes how legal requests enter, move through and reach resolution for in-house legal teams. Requests can come from email, Slack, Microsoft Teams, forms and other channels, then AI classifies and routes them. Matter management keeps documents, conversations, tasks, approvals, ownership, status and deadlines together. Legal teams can create no-code workflows for routing requests, assigning tasks and tracking progress. An AI Agent answers routine legal questions from approved policies and directs employees to self-service tools or the appropriate workflow. Listed integrations include Gmail/Outlook, Slack, Microsoft Teams, Salesforce, Ironclad and Ivo. Native connectors, webhooks and REST APIs support custom connections, with API keys or OAuth for standard integrations. Checkbox lists encryption, patching, antivirus scanning, intrusion detection, penetration testing and vulnerability scanning. It states that it completed a SOC 2 Type II examination and is ISO 27001 certified, with ISO 27017 and ISO 27018 compliance. Pricing is provided on request through an Order, and the software is for business use, not consumers.

Spec sheet

What it does
Checkbox is an AI legal front door that captures, routes, automates and tracks in-house legal work.Read 15 Oct 2026 · checkbox.ai
Purpose
Checkbox structures how legal work enters, moves through, and gets resolved for in-house legal teams.Read 4 Oct 2026 · checkbox.ai
Integrations
Native or documented connections include Gmail/Outlook, Slack, Microsoft Teams, Salesforce, Ironclad and Ivo.Read 15 Oct 2026 · checkbox.ai
Compliance
Checkbox states it has completed a SOC 2 Type II examination and is ISO 27001 certified and ISO 27017 and ISO 27018 compliant.Read 4 Oct 2026 · checkbox.ai
Support
The integrations page says Checkbox’s team can help with best practices and technical support for custom integrations.Read 4 Oct 2026 · checkbox.ai
License
Checkbox is presented as proprietary commercial software; its customer agreement grants paid software access and restricts copying and competitive use.Read 15 Oct 2026 · checkbox.ai
Headquarters
New York, New York, United StatesRead 23 Sep 2026 · checkbox.ai
AI chatbot
Its conversational AI can tailor answers, recommend approved content and change its tone and personality.Read 15 Oct 2026 · checkbox.ai
AI data use
The AI assistant page says customer data is encrypted, controlled and not used to train external models.Read 15 Oct 2026 · checkbox.ai
API and webhooks
Checkbox offers REST APIs and webhooks, with API-key or OAuth authentication for integrations.Read 15 Oct 2026 · checkbox.ai
Automatic matter creation
The forms product can create matters automatically with fields such as type, requester, assignee and client.Read 15 Oct 2026 · checkbox.ai
Business use
The current Master Services Agreement says the software is for business use and is not offered to consumers.Read 4 Oct 2026 · checkbox.ai
Company size
LinkedIn lists Checkbox as a privately held software-development company with 51–200 employees.Read 15 Oct 2026 · linkedin.com
Custom connections
Checkbox supports native connectors, webhooks, and REST APIs, and says standard integrations can use API keys or OAuth.Read 4 Oct 2026 · checkbox.ai
Dashboards and analytics
The product reports matter volume, type, status and legal workload for operational visibility.Read 15 Oct 2026 · checkbox.ai
Demo
Checkbox offers a free live demo and says it will respond to contact messages within one business day.Read 4 Oct 2026 · checkbox.ai
Developer documentation
The public developer site exposes a versioned REST API reference at app.checkbox.ai/restapi/v1, including an assessments endpoint.Read 15 Oct 2026 · developers.checkbox.ai
Documentation depth
The public API reference is available, but the developer page shown contains no SDK listings or self-hosting instructions for Checkbox.ai.Read 15 Oct 2026 · developers.checkbox.ai
Enterprise support
The enterprise page advertises guaranteed uptime, priority resolution, dedicated support and service-level agreements.Read 15 Oct 2026 · checkbox.ai
Founded and headquarters
LinkedIn lists Checkbox as founded in 2016 and headquartered in New York, New York.Read 15 Oct 2026 · linkedin.com
Founders
Crunchbase lists Evan Wong, James Han and Paul Wenck as founders and Evan Wong as co-founder and CEO.Read 15 Oct 2026 · crunchbase.com
Funding
Axios reported on January 28, 2026 that Checkbox raised a $23 million Series A led by Touring Capital.Read 15 Oct 2026 · axios.com
Intake and triage
Forms can collect, validate, classify and assign legal requests for reporting and follow-up.Read 15 Oct 2026 · checkbox.ai
Intelligent triage
Checkbox describes AI categorization and rerouting of requests to the appropriate workflow or person.Read 15 Oct 2026 · checkbox.ai
ISO certifications
Checkbox states that it is ISO 27001 certified and ISO 27017 and ISO 27018 compliant.Read 15 Oct 2026 · checkbox.ai
Legal name
Crunchbase identifies the legal name as Checkbox Technology Pty Ltd and the brand as Checkbox.ai.Read 15 Oct 2026 · crunchbase.com
Limit: customization
G2 reviewers report limited customization for intricate workflows and front-end form design.Read 15 Oct 2026 · g2.com
Limit: feature gaps
GetApp's feature breakdown shows a 1.0 out of 5 decision-tree rating from one rating and a 2.0 out of 5 data-aggregation/publishing rating from one rating.Read 15 Oct 2026 · getapp.com
Limit: performance and reporting
G2 reviewers mention sluggishness on complex structures and say reporting could be improved.Read 15 Oct 2026 · g2.com
Matter management
The platform centralizes matters, documents, approvals, conversations and request status in one legal record.Read 15 Oct 2026 · checkbox.ai
No-charge access
The agreement says Checkbox may offer free accounts and trial accounts for a period it designates; it does not state a trial length.Read 4 Oct 2026 · checkbox.ai
Notable news
On May 11, 2026 Checkbox announced AI Agent Actions, AI Corrections and Intelligent Status Update capabilities.Read 15 Oct 2026 · prnewswire.com
Praise: ease of use
G2 reviewers repeatedly praise the intuitive drag-and-drop, no-code interface and ability to build workflows without coding.Read 15 Oct 2026 · g2.com
Praise: support
G2 reviewers repeatedly describe Checkbox support as responsive and quick to resolve bugs or implementation questions.Read 15 Oct 2026 · g2.com
Praise: workflow automation
GetApp user ratings give process/workflow automation 5.0 out of 5 from 19 ratings and describe fast drag-and-drop app building.Read 15 Oct 2026 · getapp.com
Rating on G2
4.8 out of 5 from 25 reviews.Read 15 Oct 2026 · g2.com
Rating on GetApp
4.8 out of 5 from 49 reviews.Read 15 Oct 2026 · getapp.com
Security controls
Checkbox lists encryption at rest and in transit, patching, antivirus, intrusion detection, penetration testing, vulnerability scanning and administrative logging.Read 15 Oct 2026 · checkbox.ai
Security documents
Security documents, including policies, penetration tests, and SOC 2 audit reports, are available by request.Read 4 Oct 2026 · checkbox.ai
Self-service
Business users can self-serve document generation, approvals and legal guidance while complex work is escalated.Read 15 Oct 2026 · checkbox.ai
Self-service and AI
Its AI Agent can answer routine legal questions using approved policies and direct employees to self-service tools or the right workflow.Read 4 Oct 2026 · checkbox.ai
SOC 2
Checkbox states that it completed an externally audited SOC 2 Type II examination.Read 15 Oct 2026 · checkbox.ai
Support and implementation
Checkbox offers customer-success expertise covering ideation, governance, people and operating-model setup.Read 15 Oct 2026 · checkbox.ai
Workflow automation
Checkbox provides no-code workflow building for routing requests, assigning tasks and tracking progress.Read 15 Oct 2026 · checkbox.ai

Plans and prices

Starting price $5,000 a year flat rate /per year pricing listing; free trial; free version Read 15 Oct 2026 · getapp.com
Checkbox Priced on request Pricing and scope are specified in an Order; fees may vary by authorised user type Read 4 Oct 2026 · checkbox.ai
Checkbox subscription Priced on request fees payable annually in advance scope and user limits defined in order Read 15 Oct 2026 · checkbox.ai

Every Checkbox plan and price →

Strong points and limits

Strong points

  • AI classification and routing of legal requests
  • Centralized matter documents and deadlines
  • No-code workflow builder
  • REST APIs, webhooks and native connectors
  • Listed SOC 2 and ISO security credentials

Limits

  • Pricing is provided on request
  • Not offered to consumers
  • Custom fees may vary by authorized user type

Who it suits

Checkbox is aimed at in-house legal departments managing requests, matters and workflows. It is intended for business users rather than consumers.

Verdict

Checkbox provides intake, matter management, workflow automation and policy-based self-service for in-house legal operations. Buyers will need an Order for pricing and scope details.

Where Specifiction places it

Alternatives to CheckboxAll alternatives →