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Checkbox

by Checkbox

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What Checkbox is

Checkbox structures how legal work enters, moves through, and gets resolved for in-house legal teams. It collects requests from email, Slack, Teams, forms, and other channels, then uses AI to classify and route the work. Matter management brings documents, conversations, tasks, approvals, ownership, status, and deadlines together. Legal teams can build no-code workflows to route requests, assign tasks, and track progress. Its AI Agent can answer routine legal questions using approved policies and point employees to self-service resources 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; standard integrations can use API keys or OAuth. Checkbox lists encryption at rest and in transit, automated security patching, antivirus scanning, intrusion detection, and recurring penetration testing and vulnerability scanning. The company states it completed a SOC 2 Type II examination, is ISO 27001 certified, and complies with ISO 27017 and ISO 27018. Pricing and scope are specified in an Order, and fees may vary by authorized user type. The software is for business use, not consumers.

Who it suits

Checkbox is for in-house legal teams that need to intake and manage requests, matters, and workflows. Its agreement limits the software to business use rather than consumers.

What it does well

  • Captures requests from email, Slack, Teams, and forms.
  • No-code workflows can route requests and assign tasks.
  • AI Agent uses approved policies for routine legal questions.
  • Supports native connectors, webhooks, and REST APIs.

What to know first

  • Pricing and scope are set out in an Order.
  • Fees may vary by authorized user type.
  • Software is not offered to consumers.

Limits

Pricing and scope are set out in an Order, and fees may vary by authorized user type. Checkbox may offer free or trial accounts for a period it designates; no trial length is stated.

Plans

PlanBilled and limitsPrice
Starting priceflat rate /per year · pricing listing; free trial; free version$5,000 a year
CheckboxPricing and scope are specified in an Order; fees may vary by authorised user typeOn request
Checkbox subscriptionfees payable annually in advance · scope and user limits defined in orderOn request

As checkbox.ai lists them, read 15 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit the Checkbox website
  2. Request a free live demo
  3. Ask Checkbox about a trial account and its designated trial period
  4. Discuss pricing and scope for an Order

Verdict

Checkbox combines intake, matter management, and workflow tools for business legal teams. Pricing is set by Order, and the company offers a free live demo.

Questions

How much does Checkbox cost?

Checkbox is paid software, with pricing on request. Pricing and scope are specified in an Order, and fees may vary by authorized user type.

Is there a free plan or trial?

Checkbox may offer free accounts and trial accounts for a period it designates. It also offers a free live demo.

Which platforms does Checkbox support?

The listed platforms are web and API.

What tools does Checkbox integrate with?

Listed integrations include Gmail and Outlook, Slack, Microsoft Teams, Salesforce, Ironclad, and Ivo. Custom connections can use native connectors, webhooks, and REST APIs.

Who makes Checkbox?

Checkbox is made by Checkbox, founded in 2016 and headquartered in New York, New York, United States.

What security certifications and compliance does Checkbox state?

Checkbox states that it has completed a SOC 2 Type II examination, is ISO 27001 certified, and complies with ISO 27017 and ISO 27018.

Facts from Checkbox's own pages

AI chatbot
Its conversational AI can tailor answers, recommend approved content and change its tone and personality. · checkbox.ai, 15 Oct 2026
AI data use
The AI assistant page says customer data is encrypted, controlled and not used to train external models. · checkbox.ai, 15 Oct 2026
API and webhooks
Checkbox offers REST APIs and webhooks, with API-key or OAuth authentication for integrations. · checkbox.ai, 15 Oct 2026
Automatic matter creation
The forms product can create matters automatically with fields such as type, requester, assignee and client. · checkbox.ai, 15 Oct 2026
Business use
The current Master Services Agreement says the software is for business use and is not offered to consumers. · checkbox.ai, 4 Oct 2026
Company size
LinkedIn lists Checkbox as a privately held software-development company with 51–200 employees. · linkedin.com, 15 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. · checkbox.ai, 4 Oct 2026
Custom connections
Checkbox supports native connectors, webhooks, and REST APIs, and says standard integrations can use API keys or OAuth. · checkbox.ai, 4 Oct 2026
Dashboards and analytics
The product reports matter volume, type, status and legal workload for operational visibility. · checkbox.ai, 15 Oct 2026
Demo
Checkbox offers a free live demo and says it will respond to contact messages within one business day. · checkbox.ai, 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. · developers.checkbox.ai, 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. · developers.checkbox.ai, 15 Oct 2026
Enterprise support
The enterprise page advertises guaranteed uptime, priority resolution, dedicated support and service-level agreements. · checkbox.ai, 15 Oct 2026
Founded and headquarters
LinkedIn lists Checkbox as founded in 2016 and headquartered in New York, New York. · linkedin.com, 15 Oct 2026
Founders
Crunchbase lists Evan Wong, James Han and Paul Wenck as founders and Evan Wong as co-founder and CEO. · crunchbase.com, 15 Oct 2026
Funding
Axios reported on January 28, 2026 that Checkbox raised a $23 million Series A led by Touring Capital. · axios.com, 15 Oct 2026
Headquarters
New York, New York, United States · checkbox.ai, 23 Sept 2026
Intake and triage
Forms can collect, validate, classify and assign legal requests for reporting and follow-up. · checkbox.ai, 15 Oct 2026
Integrations
Native or documented connections include Gmail/Outlook, Slack, Microsoft Teams, Salesforce, Ironclad and Ivo. · checkbox.ai, 15 Oct 2026
Intelligent triage
Checkbox describes AI categorization and rerouting of requests to the appropriate workflow or person. · checkbox.ai, 15 Oct 2026
ISO certifications
Checkbox states that it is ISO 27001 certified and ISO 27017 and ISO 27018 compliant. · checkbox.ai, 15 Oct 2026
Legal name
Crunchbase identifies the legal name as Checkbox Technology Pty Ltd and the brand as Checkbox.ai. · crunchbase.com, 15 Oct 2026
License
Checkbox is presented as proprietary commercial software; its customer agreement grants paid software access and restricts copying and competitive use. · checkbox.ai, 15 Oct 2026
Limit: customization
G2 reviewers report limited customization for intricate workflows and front-end form design. · g2.com, 15 Oct 2026

Where Checkbox stands on Freedom251

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