Structured Forms Intake

Checkbox also supports matter creation through structured forms intake via the Workflow product. Follow the steps below to set up and utilize this feature.


  • The Workflow product needs to be enabled by Checkbox. Please contact your customer manager to activate this feature.

Steps to Create Matters via Structured Forms Intake

  • Create a Solution

    • Navigate to the Solutions tab.
    • Create a new solution tailored to your needs.

  • Design the intake Form

    • Within the solution, create a form to collect the necessary information.
    • Customize the form fields to match the specific data required for the matter.


  • Connect via the Ticket Block

    • Use the ticketing block available in Studio to connect the form to your matter management system.
    • Configure the workflow to ensure the collected information is properly directed and processed.

By following these steps, you can efficiently manage matter intake through structured forms, enhancing the organization and consistency of information collected for each matter.