# Checkbox Reviews
**Vendor:** Checkbox Technology  
**Category:** [No-Code Development Platforms](https://www.g2.com/categories/no-code-development-platforms)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 25
## About Checkbox
Checkbox is the legal service hub for teams to manage all legal work from intake to reporting. Streamline requests from the business, gain visibility &amp; control over matters, and automate manual work. Capture, service and report on everything happening in legal using intake and triage, matter management and workflow automation. With Checkbox, spend less time on manual, administrative work, and more time being the legal function that partners and grows together with the business.




## Checkbox Reviews
  ### 1. Solving Business Challenges Seamlessly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Divya V. | Volunteer, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 04, 2023

**What do you like best about Checkbox?**

I am most impressed by Checkbox's ease of use and accessibility. Anyone can do it thanks to the drag and drop interface, regardless of their ability level. Utilize enterprise apps to automate procedures. As a result, teams may manage their automation solutions themselves without the use of outside IT resources or coding skills.

**What do you dislike about Checkbox?**

Despite the fact that Checkbox is a no-code platform, it is important to keep in mind that it might not be able to handle intricate or specific business processes. It's excellent, but for use cases with more complex workflows, more customization options—the kind that are often found in traditional code-based solutions—might be needed.

**What problems is Checkbox solving and how is that benefiting you?**

Checkbox is effectively addressing the standing difficulties connected with application development and process automation. Through offering a no code platform featuring a drag and drop interface Checkbox empowers individuals to quickly create and implement business applications without requiring technical expertise or coding abilities.

  ### 2. Features and automation benefits

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeffrey M. | Partner, Health, Wellness and Fitness, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 17, 2023

**What do you like best about Checkbox?**

It  does not Provides customization options for workflows their support team is amazing at promptly solving any bugs. Overall Checkbox is a tool with room for improvement.

**What do you dislike about Checkbox?**

Checkbox have limitations when it comes to intricate processes or specific customization requirements. The responsiveness and level of assistance from the support team might changes.

**What problems is Checkbox solving and how is that benefiting you?**

Checkboxs straightforward approach, to automation without requiring any coding knowledge solves the problem of time consuming tasks. It has benefited our business by simplifing our processes and freeing up time for our team to focus on critical tasks.

  ### 3. A pretty good platform if you want to build apps fast

**Rating:** 3.5/5.0 stars

**Reviewed by:** Prabin R. | Web Developer, Education Management, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 06, 2023

**What do you like best about Checkbox?**

The best thing is the drag and drop functionality, a no-code platform where you don't need to be an expert to build things. Quite user friendly for my team.

**What do you dislike about Checkbox?**

For more complex structures or design models it is a bit sluggish. Would be geat if they improved on that. The designs also feels similar with other checkbox users which could be improved.

**What problems is Checkbox solving and how is that benefiting you?**

Building apps fast by a team that are not great programmers is helping a lot. It makes the job easier. Certainly there are issues which could be improved, but overall it's pretty good.

  ### 4. Provides automation capabilities

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mike S. | Winemaker/Co-Owner, Food Production, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 11, 2023

**What do you like best about Checkbox?**

Its ability to handle automation processes is worth it. The promptness of the team, in fixing bugs and their responsiveness in providing customer support are truly commendable.

**What do you dislike about Checkbox?**

The platform lacks advanced features that increase its functionality even more.

**What problems is Checkbox solving and how is that benefiting you?**

Checkbox solves the problem of handling automation processes by providing a solution without requiring any coding knowledge. This allows us to automate tasks and workflows without relying on technical expertise.

  ### 5. Can fulfilled custom requirements

**Rating:** 5.0/5.0 stars

**Reviewed by:** chandresh s. | Campus Ambassador, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 14, 2023

**What do you like best about Checkbox?**

We have some problem case to solve, then we came across Checkbox and got custom solution Kudos!

**What do you dislike about Checkbox?**

Some Pricing Quotes can be improved, by subcription plans or discounts.

**What problems is Checkbox solving and how is that benefiting you?**

We have a case that was difficult for us to solve, then Checkbox provided the solution using custom solution.

  ### 6. Excellenet platform for Automation and Workflow

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 17, 2023

**What do you like best about Checkbox?**

To streamline the workflow and to automate, or make the work easier through the assessment of risks, generating documents, with a no-code-based technology.

**What do you dislike about Checkbox?**

Reporting can be improved, but I believe this can be improved in upcoming days

**What problems is Checkbox solving and how is that benefiting you?**

Document Automation, Creating and analyzing the reports generated.

  ### 7. Highly recommend Checkbox for standard contracts

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nicole O. | Senior Legal Counsel, Enterprise (> 1000 emp.)

**Reviewed Date:** July 04, 2022

**What do you like best about Checkbox?**

Checkbox is easy to use and integrates with existing systems to automatically generate standard form contracts that reduces the time spent on reviewing and drafting for an in-house legal team.

**What do you dislike about Checkbox?**

As with all new apps, there are bugs that arise from time to time, but the team at Checkbox are amazing, and understand the importance of fixing these bugs quickly given their impact on the business.

**What problems is Checkbox solving and how is that benefiting you?**

With Checkbox, we have been able to implement an automatic approval process that has greatly reduced the volume of emails going back and forth. This has helped ensure that nothing is missed and we all have a way of keeping track of where agreements and approvals are at.

  ### 8. Awesome Program for Automation!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Medical Devices | Enterprise (> 1000 emp.)

**Reviewed Date:** June 29, 2022

**What do you like best about Checkbox?**

My favorite thing about Checkbox program is the versatility of the product and how you can make so many different forms and solutions to business needs! In addition, it's super fun to use and the app studio has a very good interface. The customer service team is also super helpful because they offer advice on any questions about the product and alternatives if a solution could not be found.

**What do you dislike about Checkbox?**

The only real downside is that the product has very minimal customization options for forms so it's a little hard to be creative with the (front end) design of the forms. In addition, some of the more helpful tools are a little difficult to learn/use; however, the customer support team is always there to help!

**What problems is Checkbox solving and how is that benefiting you?**

Checkbox is helping out this business by automating various legal processes in our departments and decreasing the amount of time that employees need to spend on filling out boiler-plate-type documents. It's also giving me a platform to practice and learn about one way in which legal operations can be improved in a company!

  ### 9. Great team and product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 28, 2022

**What do you like best about Checkbox?**

I've been using Checkbox for many years in various legal contexts. The customer support team (and even the CEO!) have always been fantastic to work with and very responsive. The product itself has come a long way over the years. It can serve simple use cases without much training needed, but it also has the power to serve more complex workflows.

**What do you dislike about Checkbox?**

Apps built on Checkbox tend to have a similar look and feel, as there is relatively limited design customisation available other than changing font styles. This usually won't be a major problem, but manage your expectations accordingly.

**What problems is Checkbox solving and how is that benefiting you?**

Checkbox helps with automating certain manual processes so that they can be delivered at scale. The other big problem solved is avoiding the need to engage a software developer as it's all very easy to do yourself. Anybody comfortable for example with Excel formulas will be a pro in no time. If not, the learning curve is still pretty easy.

  ### 10. Checkbox review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jo M. | Business Process Specialist, Enterprise (> 1000 emp.)

**Reviewed Date:** August 23, 2022

**What do you like best about Checkbox?**

Checkbox is so simple to use! I love the drag and drop functionality.  We have been able to use Checkbox to automate a lot of processes and the teams we work with can't believe how quick it is to build. The checkbox team have also provided fantastic support.

**What do you dislike about Checkbox?**

We would really like to see automated reporting

**What problems is Checkbox solving and how is that benefiting you?**

capturing information and passing it between teams. sending documents for signature via workflow

  ### 11. Fantastic product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Courtney B. | Head of Partnerships, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 25, 2022

**What do you like best about Checkbox?**

There are so many use cases for Checkbox!

**What do you dislike about Checkbox?**

Would love more formatting options especially around making each Checkbox app look/feel different.

**What problems is Checkbox solving and how is that benefiting you?**

Checkbox can be used for creating simple apps to more complex apps. Our apps have upped our efficiency game and enabled us to cut back on overly-burdensome manual input.

  ### 12. General Counsel of a large provider of medical services, checkbox has changed my working life!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Melinda H. | General Counsel, Enterprise (> 1000 emp.)

**Reviewed Date:** June 30, 2022

**What do you like best about Checkbox?**

Automation is the key to an inhouse legal role, also more productive team working on areas that value add.

**What do you dislike about Checkbox?**

Not much, our apps are pretty complex so it needs an expert to develop them, that is all I would say. Its a great system.

**What problems is Checkbox solving and how is that benefiting you?**

Checkbox has automated our GP contracts and leases which we were doing 100s a month. We are more productive and the team is working on more value added problems

  ### 13. Great platform for rapidly building apps

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paul W. | Co-founder & CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 28, 2022

**What do you like best about Checkbox?**

Fast, intuitive, flexible that allows a lot of creativity and powerful apps.

**What do you dislike about Checkbox?**

It does the job we want it to do, so there's not much to say about dislikes.

**What problems is Checkbox solving and how is that benefiting you?**

We've built apps that digitise consulting workflows and automate otherwise manual, complex and repetitive tasks. This supercharges our client services with more value for better commericals.

  ### 14. Great product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 25, 2022

**What do you like best about Checkbox?**

Very easy to use with the ability to develop powerful apps very quickly. This enables us to rapidly prototype and refine solutions for clients. Approachable and helpful team who go out of their way to assist.

**What do you dislike about Checkbox?**

No major issues with the product; always being improved.

**What problems is Checkbox solving and how is that benefiting you?**

Workflow issues; manual processes; document automation.

  ### 15. Excellent customer service and support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 29, 2022

**What do you like best about Checkbox?**

The support team are next level! Our contact person is John and he makes everything easy to understand and works solutions through with us.

**What do you dislike about Checkbox?**

Overall it is easy to use however as I am not very technical it takes me time to work things out, especially if I leave it for a while and try to pick it back up.

**What problems is Checkbox solving and how is that benefiting you?**

Checkbox helps us streamline the creation of customer agreements between our sales and legal teams. It's a time saver!

  ### 16. Checkbox review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 24, 2022

**What do you like best about Checkbox?**

Checkbox is very easy to use and understand. I started with no knowledge od build and was able to learn quickly and can build apps by myself now

**What do you dislike about Checkbox?**

It would be better if it has a customisable reporting options

**What problems is Checkbox solving and how is that benefiting you?**

process automation reduces AHT and efficiency

  ### 17. An incredible learning experience!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 14, 2022

**What do you like best about Checkbox?**

Checkbox was a new concept for me - and I found it so easy to learn and incorporate into my work! 
It was very clear to understand and the support from the team was amazing!

**What do you dislike about Checkbox?**

The help page is amazing - but could provide a more broader option when it comes to trickier topics and document building. 
ie. incorporating loops

**What problems is Checkbox solving and how is that benefiting you?**

I am yet to come across any problems or issues that need solving as the support team has assisted my team and I immensely.

  ### 18. N/a

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 28, 2022

**What do you like best about Checkbox?**

N/a happy to discuss in person if you'd like to know more

**What do you dislike about Checkbox?**

N/a happy to discuss in person if you'd like to know more - overall it's a great product!

**What problems is Checkbox solving and how is that benefiting you?**

Helps to automate legal processes in a really streamlined and efficient way. Very intuitive to use.

  ### 19. Checkbox Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jason K. | Business Transformation Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 13, 2021

**What do you like best about Checkbox?**

It only takes power users a small amount of training to build out processes that enables process automation. The Checkbox team are brilliant; they have an excellent knowledge of the system and can troubleshoot errors when they occur. They listen to client feedback to ensure that the product further develops.

**What do you dislike about Checkbox?**

There is nothing that springs to mind that I dislike around the product.

**What problems is Checkbox solving and how is that benefiting you?**

We use Checkbox across multiple processes in the business. The two main processes that have really supported the business are; 
Procurement - An end to end solution procurement process which includes workflow decision making, contract generation, execution of contracts and integration with Salesforce (contract management system)
Investment Manager Portal - A portal enabling Investment Managers to view documentation, send reports and query investments.

Other solutions include Incident Management, Document Execution, Annual Review process and Strategic Assessment tools

  ### 20. A platform that works and one where you derive a tremendous amount of satisfaction

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daniel C. | Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 02, 2021

**What do you like best about Checkbox?**

The application to Checkbox is limitless..
What is most attractive is the speed in which an average person, with no prerequisite knowledge, know-how or skill has the ability to build a thoughtful application of value.

Extending from the above, is the scalability to help a large audience of end-users with this approach, particularly useful for categories such as pro-bono work.

**What do you dislike about Checkbox?**

There is a large runway for Checkbox to develop and enhance further.
Examples would be to continuously bring work-arounds and javascript centric solutions, into the no-code platform itself.

It does take some time to ensure your app is in tip-top condition, but that's more to do with a general trial and error approach and expectations rather than the platform itself.

**Recommendations to others considering Checkbox:**

Try it. It provides alot of discovery and inertia for positive change in any organisation, big or small.

**What problems is Checkbox solving and how is that benefiting you?**

- Providing rigidity to paper-based processes
- Complex document generation based on conditions

  ### 21. An excellent tool is you wish to automate a workflow in your organisation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dipika W. | Risk & Compliance Consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 11, 2021

**What do you like best about Checkbox?**

Ability to create a process from scratch, and hence we can fit the tool to our needs. The software is very customisable, and the developers and support team are very knowledgeable about how we may configure the product for the organization's direct needs.

**What do you dislike about Checkbox?**

The software is good, but it may take a while to build the desired automated, customisable workflow as per your business needs.

**What problems is Checkbox solving and how is that benefiting you?**

Working with Checkbox has been a great experience, the application, as well as the service delivery.  The product has allowed us to automate the most critical process-flows, and thus we can now efficiently accomplish work.

  ### 22. An excellent product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Enterprise (> 1000 emp.)

**Reviewed Date:** July 04, 2021

**What do you like best about Checkbox?**

I like how easy Checkbox is to use, particularly being a person with no IT background. I am also impressed by the level of functionality that Checkbox has whilst still being simple and easy to use.

**What do you dislike about Checkbox?**

The only downside of Checkbox is the limits on the dashboard reporting; however, I note that changes are coming in this space, and I believe this functionality will be much improved.

**What problems is Checkbox solving and how is that benefiting you?**

We are solving problems about workflow management, consistency, and accuracy of documents. It is also assisting us with compliance and providing insights through the dashboard reporting.

  ### 23. Effective, easy-to-use solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daniel C. | Executive Manager Risk and Compliance, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 06, 2021

**What do you like best about Checkbox?**

Checkbox is adaptable to a range of use cases and is deceptively powerful in workflow management.

**What do you dislike about Checkbox?**

Reporting capabilities could be improved.

**What problems is Checkbox solving and how is that benefiting you?**

We wanted a straightforward interface for users to raise risk and compliance issues in our business and a way to track the management and resolution of those issues

  ### 24. Easy-to-use no code platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 02, 2021

**What do you like best about Checkbox?**

It's easy to use. Very intuitive. No need to constantly review knowledge base or anything like that.

**What do you dislike about Checkbox?**

Nothing in particular. Overall great experience with the platform.

**What problems is Checkbox solving and how is that benefiting you?**

I'm automating processes for my clients (legal departments). Mostly intake & triage, and doc generation.

  ### 25. Simple, no code automation with Checkbox

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.)

**Reviewed Date:** November 24, 2020

**What do you like best about Checkbox?**

Simple intuitive user interface, proactive support team.

**What do you dislike about Checkbox?**

Some functions not adequately explained.

**What problems is Checkbox solving and how is that benefiting you?**

Automation of documents, decision making, workflows, etc. We have realised quality and consistency improvements and time efficiencies as a result, as well as the ability to adapt our processes more quickly to our changing environment.



- [View Checkbox pricing details and edition comparison](https://www.g2.com/products/checkbox-technology-checkbox/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-22+10%3A25%3A11+-0500&secure%5Bsession_id%5D=ff1e0c94-5545-472e-8a05-ae8a8dc2e27f&secure%5Btoken%5D=b9bb0cdb10cf3b5756bcb48346c5a0588032682e9fff1add5057443646071592&format=llm_user)

## Checkbox Features
**Setup**
- Activities
- Flows
- Dependencies
- Notifications

**Planning**
- Processes
- Contracts
- Content
- Requisition

**Platform Additional Functionality**
- Dashboard
- Cloud
- Mobility

**Platform Basics**
- Reporting
- Dashboard
- Cloud
- Mobility

**Management**
- Approval
- Communication
- Documents
- Receipt of Goods

**Digital Workflows**
- Logic and Conditions
- No-Code Or Low-Code
- Document Management

**Platform Content**
- Matter Management
- Spend Management
- Contract Management
- Template Library

**Integration**
- Data
- Applications

**Generative AI**
- AI Text Generation
- AI Text Summarization

**User Interface Design**
- WYSIWYG Editor
- Customized Branding
- App Templates
- Workflow Management

**Management**
- Updates
- Audit Trail
- Integration

**Execution**
- Sourcing
- Purchasing
- Invoicing

**Platform Content**
- Automation
- File Sharing
- Content Library

**Content Management**
- Document Management
- Calendar Integration
- Workflow

**Planning**
- Processses
- Contracts
- Content
- Requisition

**Forms**
- Data Mapping
- Templates
- Mobile-Friendly Forms

**Platform Additional Functionality**
- Cloud
- Mobility
- Messaging

**Business Logic**
- Authoring Business Logic
- Testing Business Logic
- Model Development

**Agentic AI - Legal Document Drafting**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Data Control**
- Data Migration
- Data Synchronization
- Data Security

**Analytics**
- Visibility
- Performance
- Spend

**Platform Basics**
- Interoperability
- Offline Editing
- E-Signature

**Invoice Management**
- Capture
- Supplier Portal
- Repository

**Automation**
- Workflow Automation
- Workflow Mapping
- Real-Time Updates

**Platform Data**
- Visualization
- Dashboard
- Reporting

**Management**
- Catalog
- Collaboration

**Generative AI**
- AI Text Generation

**Agentic AI - Legal Case Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Publishing**
- Application Deployment
- Platform Compatibility
- Lifecycle Management

**Supplier Management**
- Evaluation
- Selection
- Risk Management

**Analytics**
- Impact analysis
- Simulation

**Agentic AI - No-Code Development Platforms**
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance

**Agentic AI -  Procure to Pay**
- Multi-step Planning

**Agentic AI - Enterprise Legal Management (ELM)**
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Digital Process Automation (DPA)**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Workflow Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Execution**
- Sourcing
- Purchasing
- Invoicing

**Deployment**
- Application Development
- Integration

**Invoice Processing**
- Matching
- Payments
- Workflows
- Tax Compliance
- Submittal

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Supplier Information**
- Profiles
- Qualifications
- History

**Agentic AI - Decision Management Platforms**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Analytics**
- Visibility
- Performance
- Spend
- Due Dates
- KPIs

**Integration**
- Accounting
- Payments
- ERP
- Procurement

**Agentic AI - Purchasing**
- Proactive Assistance
- Decision Making

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