Checkbox

Review of Checkbox Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

About Checkbox

Checkbox is a platform designed to manage legal requests and provide visibility and control over legal matters through AI-powered intake and workflow automation. It is used by legal departments of various sizes across industries such as technology, retail, and manufacturing to centralize operations and reduce manual administrative tasks. The platform includes AI-powered intake and triage capabilities that capture and route legal requests from channels such as email, Slack, Microsoft Teams, Jira, and Salesforce. It offers matter management features that organize legal matters in one location, linking documents, emails, tasks, approvals, and conversations. Workflow automation is available for repetitive legal processes, along with dashboards and analytics for tracking team performance and cycle times. Additional features include self-service tools for business users, an AI legal chatbot for instant assistance, and request tracking for monitoring the status of legal work. Checkbox supports contract lifecycle management by automating processes such as NDA generation and approvals. It provides a centralized system for legal departments to streamline operations and focus on strategic l...

Checkbox Screenshots

Checkbox Features

Features of Checkbox
Access Controls/Permissions
Alerts/Notifications
Approval Process Control
Electronic Signature
Full Text Search
Team Collaboration
Third-Party Integrations
Version Control
Workflow Management
Activity Dashboard

Checkbox Integrations

Microsoft SharePoint logo
Microsoft SharePoint
Google Drive logo
Google Drive
Okta logo
Okta
Docusign logo
Docusign
SAP SuccessFactors HCM logo
SAP SuccessFactors HCM
Microsoft Word logo
Microsoft Word

Customer Reviews

See why people love Checkbox

5 Star
50%
4 Star
50%
3 Star
0%
2 Star
0%
1 Star
0%
Mouloukou K.

Mouloukou K.

Verified User

E-Learning · 51-200 employees

Used weekly for less than 2 years
Dec 22, 2025

A reliable tool close to perfect

I've been using Checkbox on a basis, for two years now. Its been a game changer, for me especially when it comes to creating forms automating documents and setting up approval workflows. At this point it's a part of how we do things

What they liked
  • Checkbox is reliable
  • It gives a lot of flexibility
  • Making forms is easy
  • The logic features are a help when you're trying to build complicated workflows without needing to know how to code
  • At first it might take some time to get the hang of everything
  • Once you do it ends up saving a ton of labor
Room for improvement
  • The UI has an feel, to it which can make it a challenge for new users to get up and running
  • When you're dealing with projects that have a lot of rules things can get pretty unwieldy
  • It's not always easy to keep track of everything
  • The reporting features, in particular could be more user friendly
  • As it stands they're a bit of a letdown

Kenkoh R.

Verified User

Financial Services · 11-50 employees

Used weekly for less than 12 months
Dec 22, 2025

Easy & Reliable

I found Checkbox quite enjoyable. It helped me gather the typical information I needed with significantly less hassle and quotation ping-pong. Checkbox feels like a truly user-centered tool. It does have areas that could be improved, but I really value the fact that, in my experience, they have been helpful when responding to my queries. It is something that I would expect to be using for a considerable period.

What they liked
  • I have to admit, Checkbox surprised me in a positive way
  • I appreciated the fact that getting started didn't require hours of reading like it does with other platforms
  • From my experience, the layout is easy to navigate, the requisite tools are conveniently located, and I was able to develop a solution in a short amount of time
  • It just works, you know
  • Also, the ability to tailor things to your exact specifications is another bonus
Room for improvement
  • A couple of the more advanced features were not clear right away
  • I had to dig deeper to resolve some things
  • Moreover, when I designed a more intricate form, there was a small delay in response
  • It was not a huge issue, just something noticeable
  • I think I’d just appreciate it if the performance remained consistently fast with no regard to the complexity of the task at hand
Switched From

We adopted Checkbox to enhance automation capabilities, minimize manual mistakes, and streamline our workflow management under one system.

Why they chose it

"Checkbox stood out to us because of its combination of robust automation capabilities and user-friendliness."

Verified Professional

Business Supplies and Equipment · Self-Employed

Used weekly for less than 6 months
Dec 22, 2025

What you see is what you get!

Learning curve starts off easy, but naturally increases with more niched customizations and tailored needs. Customer service and documentation help with this

What they liked

Collaborate with developers with a no-code editor for uniquely tailored solutions Branding and customer support are great too

Room for improvement

Checkbox has great documentation for developers, form builders, and users, leading to well informed customer service

Why they chose it

"More cohesive branding options in collaboration with developers"

Rixy M.

Verified User

Information Technology and Services · Self-Employed

Used weekly for free trial
Dec 22, 2025

A Practical Tool for Surveys with Room to Improve

Overall, Checkbox delivers a solid experience for creating and managing surveys. It works well for most basic and intermediate needs, though I feel it could be smoother with better UI responsiveness and advanced integrations.

What they liked
  • What I liked most about Checkbox is how straightforward it is to set up surveys and forms
  • It saves time and makes data collection much easier without needing deep technical skills
Room for improvement
  • The interface can sometimes feel a bit clunky, especially when handling larger forms
  • Some features require extra clicks, which slows down the workflow compared to other modern tools

Richard C.

Verified User

Consumer Goods · 1001-5000 employees

Used weekly for less than 12 months
Dec 22, 2025

Checkbox

We have automated a number of previously manual or error prone tasks quickly using Checkbox and in situations where larger, less flexible incumbent systems have not been able to do so. In a rapidly changing environment, controlling your own destiny is important. We have learnt that it is critical to have a core team of people who can support those people who are building apps and provide them with some guidance, and time spent thinking about and designing solutions before you start building is time well spent.

What they liked
  • Checkbox provides a platform on which you can create your own automation solutions, so it lets you build whatever you want
  • Once you've done some initial training, key functionality is very simple to use and intuitive - the platform is also constantly improving
  • After deployment of solutions, Checkbox also provides analytics to help you understand how well that solution is working
Room for improvement
  • Some of the more advanced functionalities are not currently well explained and really require someone from Checkbox to explain them to you - however the Checkbox team are constantly improving their support pages and in-platform tips
  • Finding and fixing errors in your solutions can also be time consuming and the Checkbox team have been proactive in launching things to assist with this
Why they chose it

"Overall Checkbox had a better balance between functionality and user friendliness and an exceptional support team."

Esami Allan J.

Verified User

Information Technology and Services · 11-50 employees

Used daily for more than 2 years
May 28, 2026

Highly Recommend Checkbox.Very easy to use with Powerful Capabilities .

Overall, It provide pleasant experience,a no code tool that you don't need to be an expert to create and build a workflow.

What they liked
  • I like best the user interface which is easy and intuitive make it simple to create professionally ,elegant branded workflows
  • Provide big selection of question types and logic options to choose from
  • Customizable templates that allow fast set up of projects for specific need experience
  • Offer many forms delivery method eg email,sms,QR code ,private and public links etc
  • Quick ,straightforward and easy document editing
Room for improvement
  • Checkbox actually serve it purposes well and has never failed to satisfy our required needs at any moment
  • No negative thing

Robert M.

Verified User

Information Technology and Services · 2-10 employees

Used daily for more than 2 years
May 28, 2026

Intuitive No Code Platform with Excellent Customer Service and Support.

The product ,support team and features of Checkbox offers very pleasant experience and is very powerful in workflow management.

What they liked
  • Checkbox makes it exceptional easy to build workflow and forms without writing a single line of code
  • The drag and drop feature is flawless and intuitive ,no need to be an expert to launch it
  • The customer support is very helpful ,they answer questions professionally and give alternative if needed
  • Easy to build a workflow and process automation
Room for improvement

The reporting capabilities of Checkbox are somehow limited ,needs an improvement for more detailed insights and customization

Karan K.

Verified User

Media Production · 11-50 employees

Used daily for less than 12 months
May 28, 2026

Reliable No Code platform that simply works

Overall, my experience with Checkbox has been positive. It’s a powerful tool for building and automating workflows without needing developer support, which saves a lot of time. There are a few areas that could be improved, but it does exactly what it promises and has made processes much smoother for our team.

What they liked
  • Checkbox makes it incredibly easy to build workflows and forms without writing a single line of code
  • The drag and drop interface is smooth and intuitive, so you can launch tools quickly
  • Their support team is also super responsive and helpful whenever I am stuck
Room for improvement
  • Some of the UI customization options feel pretty limited you can’t always make things look exactly the way you want
  • It also slows down a bit when handling more complex workflows
  • The built-in reporting tools could be more advanced too

Rafael I.

Verified User

Construction · 51-200 employees

Used daily for less than 12 months
May 28, 2026

Automation management and problem solver

Easy platform to use and contacting customer support for support. I have no issues and satisfied with the platform.

What they liked
  • I use Checkbox to improve workflow and automation management, it solve our issue with time wasted in completing repetitive tasks
  • We also received tremendous support from the dev team when some of the tool API isn't capturing data when we integrate with Salesforce
Room for improvement
  • Checkbox is still evolving and maturing all the tools and features
  • Its still has bugs and need constant update from the dev teams

Ellen C.

Verified User

Computer Software · 5001-10000 employees

Used monthly for less than 2 years
May 28, 2026

A good form building tool without lots of coding

I have had a good experience with this tool so far. There are things to improve but it is a good starting point.

What they liked
  • Very versatile tool with responsive and helpful customer support
  • It’s easy to use and you don’t have to write any code in order to build forms or workflows
Room for improvement

It can slow down a bit when there are a lot of logic branches and different elements, and if you do want to customise more, it can be limiting

Write a Review

Share your experience to help others make better decisions.

(0/5 Stars)

Decision Context

Popular Checkbox Alternatives

Main Product
Checkbox
Checkbox
Overall Rating
Rating 4.8
Pricing
Starting at A$5,000.00 per year
Learn More
Alternative Product
Airtable
Airtable
Overall Rating
Rating 4.6
Pricing
Starting at $20.00 per month
Learn More
Alternative Product
ClickUp
ClickUp
Overall Rating
Rating 4.6
Pricing
Starting at $10.00 per month
Learn More
Checkbox

Checkbox

4.8
Pricing
Starting at A$5,000.00 per year

See what companies are saying about Software Advice

Great
Based on 619 reviews
Trustpilot
Professional Service

This is very useful service. The company presents itself in a very professional manner.

Ansuya, 1 hour ago

Subscription Successful!

You've been added to our newsletter.