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What is Checkbox?

Checkbox is a leading AI workflow automation platform that empowers teams to streamline their workflows and request management processes using AI technology. The platform facilitates the creation of an “AI-powered front door” to guide business users through various processes, including contract requests, accessing knowledge, policies, FAQs, and more, aiming to foster effective service delivery models and enhance value and partnerships in business environments.

The platform offers a range of solutions, including AI-powered workflows, service request management, contract automation, and process automation, with features such as AI chatbot assistants for immediate and personalized user experiences. It also provides real-time visibility on workflow statuses and people involved through dashboards, analytics, and custom reporting.

The solutions cater to various business functions, including legal, procurement, risk & compliance, HR, and more, with specific tools like AI legal front doors, policy FAQs, and contract automation for different needs.

Best for
Small BusinessMedium BusinessLarge EnterpriseNon-profit Organization

Pricing

Starting at Custom · Subscription

Features

124 features that make Checkbox stand out.

API
Activity Tracking
Alerts/Notifications
Approval Process Control
Audit Trail
Business Process Automation
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Customizable Fields
Customizable Templates
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Project Management
Real Time Data
Real Time Reporting
Real Time Updates
Real Time Notifications
Reporting & Statistics
Customizable Reports
Reporting/Analytics
Role-Based Permissions
Rules-Based Workflow
Search/Filter
Status Tracking
Task Management
Template Management
Third Party Integrations
Version Control
Workflow Configuration
Document Generation
Payroll Management
Document Templates
Contract Lifecycle Management
Contract/License Management
Batch Processing
Risk Reporting
Compliance Management
Data Capture and Transfer
Visual Modeling
Sourcing Management
Multiple Output Formats
Web/Mobile App Development
Functions/Calculations
Data Aggregation and Publishing
Incident Management
Integrations Management
Database Support
Pre-Built Modules
Process/Workflow Automation
HR Management
Cataloging/Categorization
Electronic Signature
Digital Signature
Surveys & Feedback
Risk Assessment
Order Management
Custom Development
Dashboard Creation
Conditional Logic
Risk Scoring
Operational Risk Management
Dashboard
Bid Management
Decision Tree
Customizable Forms
Workflow Management
Application Management
Assessment Management
Archiving & Retention
Autofill
ISO Compliance
Procurement Management
User Management
OSHA Compliance
Learning & Development
Reputational Risk Management
Quotes/Estimates
Response Management
Audit Management
Vendor Management
Supplier Management
For No-Code Development
Document Automation
IT Risk Management
Access Controls/Permissions
Performance Management
Internal Controls Management
Purchase Order Management
Forms Creation & Design
Customizable Branding
Iteration Management
Policy Management
Exceptions Management
Activity Dashboard
Web Forms
Alerts/Escalation
Financial Reporting
Data Storage Management
Legal Risk Management
Onboarding
Email Templates
Contract Drafting
Self Service Portal
File Storage
Invoice Processing
Data Analysis Tools
Requisition Management
Visual Analytics
Reminders
Employee Onboarding
Business Process Control
Recruitment Management
Templates
Risk Management
Deployment Management

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Frequently asked questions

Is Checkbox free to use?
Checkbox does not include a free tier, but it offers a free trial so you can test it before committing.
How much does Checkbox cost?
Checkbox uses custom pricing tailored to each organisation. Contact their sales team for a quote based on your team size, modules and contract length.
What does Checkbox integrate with?
Checkbox integrates with popular tools such as Google Drive, Slack, Trello, DocuSign, Jira, plus an open API for custom workflows.
Who is Checkbox best suited for?
Checkbox is built for teams who need to standardise the workflow it covers — typically growing companies who have outgrown spreadsheets but don't yet need enterprise-grade procurement suites. The exact fit depends on company size, deal volume and compliance requirements.
How long does it take to onboard Checkbox?
Most teams are live on Checkbox within 2–6 weeks. Simpler implementations (small teams, default workflows) can be done in days; large enterprise rollouts with custom approval chains and ERP integration take longer.

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