Checkbox
no code platform for the automation of forms, decisions, documents and workflow, using only drag and drop
Overview
No code platform for the automation of forms, decisions, documents and workflow, using only drag and drop. That is the short version of Checkbox. Put simply, it is about cases, documents, time and billing for law firms.
Who is it for? Mostly solo practitioners to mid-size firms. Alongside the main category they mention Document Preparation, Legal, Legal Tech and PaaS. As a small product team themselves (11 to 50 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.
Checkbox is based in New York, New York and around since 2016. You can read more at checkbox.ai.
Before you commit, look at trust accounting, document automation, and client portals. Ask for a trial on your own data, not a canned demo.
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Key features
Legal
Legal Tech
PaaS
Company
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