Company Profile: Checkbox.ai

Background

Checkbox.ai is a leading no-code workflow automation platform founded in 2016 and headquartered in Sydney, Australia. The company's mission is to empower meaningful work by enabling legal teams to streamline intake, automate essential workflows, and gain real-time insights.

Key Strategic Focus

Checkbox.ai focuses on providing AI-powered legal service hubs that help legal teams manage requests, automate processes, and enhance service delivery. The platform offers features such as:

Intake, Triage & Matter Management: Captures and manages legal requests from various channels, employing AI-driven triage to categorize and assign requests based on predefined criteria.

Workflow Automation: Allows legal teams to automate manual processes through a visual, drag-and-drop interface, supporting tasks like contract generation and compliance reviews.

Self-Service Tools: Provides customizable forms, policy FAQs, and document generation capabilities, enabling employees to access legal resources independently.

AI Chatbot Assistant: An AI-powered chatbot trained on the organization's legal policies, interacting with users through natural language in platforms like Slack, Teams, and email.

Financials and Funding

As of May 2025, Checkbox.ai has an estimated annual revenue of $3.8 million. The company has raised significant funding, including a $4.5 million pre-Series A round in January 2022 led by Tidal Ventures and Surge, Sequoia India's scale-up program.

Technological Platform and Innovation

Checkbox.ai's platform is distinguished by its no-code, AI-powered capabilities, enabling users to build and maintain applications without technical knowledge. Key technological features include:

AI Legal Chatbot: Trained on organizational policies to provide accurate responses and automate tasks.

Workflow Automation: Visual, drag-and-drop interface for designing workflows that mirror real-world legal procedures.

Self-Service Tools: Customizable forms and document generation capabilities for independent access to legal resources.

Leadership Team

Evan Wong: Co-founder and CEO, with over a decade of experience in entrepreneurship and digital solutions development.

James Han: Co-founder, bringing expertise in software development and business process automation.

Paul Wenck: Co-founder, contributing extensive experience in business strategy and operations.

Leadership Changes

In March 2020, Checkbox.ai appointed Stewart Rasmussen as Head of Sales. Rasmussen, formerly Director of Legal Technology at KPMG, brings significant expertise to the sales team.

Competitor Profile

Market Insights and Dynamics

The legal technology market is experiencing significant growth, driven by the increasing demand for automation and efficiency in legal operations. The adoption of AI and no-code platforms is transforming how legal services are delivered.

Competitor Analysis

Key competitors in the no-code workflow automation and legal technology space include:

Pipefy: A Brazilian software company providing a cloud-based platform for process management and automation, serving various industries.

TrackVia Inc: A low-code platform enabling businesses to build custom web and mobile applications to manage and automate critical processes.

Integrify: Offers workflow software to automate processes and streamline workflows, focusing on low-code, cloud-based solutions.

Kissflow: Provides a low-code application platform for building and deploying enterprise-grade applications without complex coding.

Zoho: A software company offering cloud-based business management and productivity solutions, including applications for CRM, project management, and more.

Strategic Collaborations and Partnerships

Checkbox.ai has established strategic partnerships to enhance its market position and expand capabilities:

Bizibody Technology Pte Ltd: Collaborated to offer self-service document automation and workflows in the Singapore market.

Operational Insights

Checkbox.ai's no-code platform empowers legal teams to automate workflows without relying on IT, providing greater control over development costs and timelines. This approach enables rapid digital transformation, allowing organizations to build and deploy solutions in days rather than months.