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Checkbox
Checkbox · New York, New York, United States · founded 2016
What it is
Checkbox is software for in-house legal teams, structuring how requests enter, move through, and reach resolution. It accepts legal requests from email, Slack, Microsoft Teams, forms, and other channels, then uses AI to classify and route 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. Its AI Agent answers routine legal questions from approved policies and directs employees to self-service tools or the appropriate workflow. Listed integrations include Gmail and 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 on request, and a free live demo is available.
For and against
For
- AI classifies and routes requests
- Centralized matter documents and deadlines
- No-code workflow builder
- Broad listed integrations
- Free live demo available
Against
- Pricing is available only on request
- Business use only, not consumers
- Trial duration is unspecified
The verdict
Checkbox combines legal intake, matter management, workflow automation, and policy-based answers in one business platform. Teams evaluating it should request pricing and confirm the integrations and security documents they need.
Who it suits
Checkbox suits in-house legal departments needing centralized intake, matter tracking, workflows, and employee self-service. It is offered for business use rather than consumers.
Plans and prices
Starting price
pricing listing; free trial; free version
Read 15 Oct 2026 · getapp.com
Checkbox subscription
scope and user limits defined in order
Read 15 Oct 2026 · checkbox.ai
Checkbox
Pricing and scope are specified in an Order; fees may vary by authorised user type
Read 4 Oct 2026 · checkbox.ai
On the record
- AI chatbot
- Its conversational AI can tailor answers, recommend approved content and change its tone and personality.checkbox.ai · read 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 · read 15 Oct 2026
- API and webhooks
- Checkbox offers REST APIs and webhooks, with API-key or OAuth authentication for integrations.checkbox.ai · read 15 Oct 2026
- Automatic matter creation
- The forms product can create matters automatically with fields such as type, requester, assignee and client.checkbox.ai · read 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 · read 4 Oct 2026
- Company size
- LinkedIn lists Checkbox as a privately held software-development company with 51–200 employees.linkedin.com · read 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 · read 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 · read 4 Oct 2026
- Dashboards and analytics
- The product reports matter volume, type, status and legal workload for operational visibility.checkbox.ai · read 15 Oct 2026
- Demo
- Checkbox offers a free live demo and says it will respond to contact messages within one business day.checkbox.ai · read 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 · read 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 · read 15 Oct 2026
- Enterprise support
- The enterprise page advertises guaranteed uptime, priority resolution, dedicated support and service-level agreements.checkbox.ai · read 15 Oct 2026
- Founded and headquarters
- LinkedIn lists Checkbox as founded in 2016 and headquartered in New York, New York.linkedin.com · read 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 · read 15 Oct 2026
- Funding
- Axios reported on January 28, 2026 that Checkbox raised a $23 million Series A led by Touring Capital.axios.com · read 15 Oct 2026
- Intake and triage
- Forms can collect, validate, classify and assign legal requests for reporting and follow-up.checkbox.ai · read 15 Oct 2026
- Integrations
- Native or documented connections include Gmail/Outlook, Slack, Microsoft Teams, Salesforce, Ironclad and Ivo.checkbox.ai · read 15 Oct 2026
