No. 76 of 133 ·Workflow automation tools

Checkbox

Web · API

Freedom report

One barScore 5.9

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Checkbox is ranked #76 of 133 in workflow automation tools on Freedom251, made by Checkbox (New York, New York, United States). It runs on API, Web. A free trial is offered.

Checkbox plans and pricing

All plans

Checkbox Not published Pricing and scope are specified in an Order; fees may vary by authorised user type checkbox.ai · 4 Oct 2026

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The record

Purpose: Checkbox structures how legal work enters, moves through, and gets resolved for in-house legal teams.
Intake and triage: The platform captures legal requests from email, Slack, Teams, forms, and other channels, then uses AI to classify and route work.
Matter management: Checkbox centralizes matter documents, conversations, tasks, approvals, ownership, status, and deadlines.
Workflow automation: Legal teams can build no-code workflows to route requests, assign tasks, and track progress.
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.
Integrations: The site lists Gmail/Outlook, Slack, Microsoft Teams, Salesforce, Ironclad, and Ivo integrations.
Custom connections: Checkbox supports native connectors, webhooks, and REST APIs, and says standard integrations can use API keys or OAuth.
Security controls: Checkbox lists encryption at rest and in transit, automated security patching, antivirus scanning, intrusion detection, and regular penetration testing and vulnerability scanning.
Compliance: Checkbox states it has completed a SOC 2 Type II examination and is ISO 27001 certified and ISO 27017 and ISO 27018 compliant.
Security documents: Security documents, including policies, penetration tests, and SOC 2 audit reports, are available by request.
Support: The integrations page says Checkbox’s team can help with best practices and technical support for custom integrations.
Business use: The current Master Services Agreement says the software is for business use and is not offered to consumers.
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.
Demo: Checkbox offers a free live demo and says it will respond to contact messages within one business day.

Where it ranks on Freedom251

Best Workflow Automation Tools in 2026#76 of 133
Best Document Workflow Software in 2026#10 of 34
Best Legal Document Automation Software in 2026#4 of 31
Best Legal Conflict Checking Software in 2026#7 of 29
Best Legal Workflow Automation Software in 2026#9 of 23

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Sources

checkbox.ai· checked 4 Oct 2026
checkbox.ai/solutions/ai-legal-intake-and-triage· checked 4 Oct 2026
checkbox.ai/solutions/matter-management· checked 4 Oct 2026
checkbox.ai/solutions/legal-tech-software· checked 4 Oct 2026
checkbox.ai/integrations· checked 4 Oct 2026
checkbox.ai/security-and-trust· checked 4 Oct 2026
checkbox.ai/legal/master-services-agreement· checked 4 Oct 2026
checkbox.ai/contact-us· checked 4 Oct 2026