Capture the power of Checkbox and empower your business with complex decision trees, frequently asked questions and document creation and have this information push directly into Xakia without human intervention.
A workflow with Checkbox will look like this:
Your business user will interact with Checkbox to ask and/or answer questions
The information gathered by Checkbox will push into Xakia as either a Legal Request or as a completed matter (as configured by Checkbox). It will include:
Custom questions and answers gathered
The draft document prepared by Checkbox
As with all Legal Requests, you can set team members to triage and assign the work and you can configure Checkbox to nominate Resourcing as 'Automated - in part' or 'Automated - in full'.
Note: To access 'Automated' resourcing options, please follow the steps outlined in the Automation and Resourcing article here.
Please visit the Checkbox website if you would like more information.