Case Study: Xero achieves faster NDA generation with Checkbox

How Xero Revolutionized NDA Generation with Automation

Xero, the global online accounting software company, needed a better way to manage one of its most common legal requests: NDAs. The legal team was handling requests through shared inboxes and informal channels, which created inefficiencies, inconsistent intake, and too much manual review even for standard agreements. To solve this, Xero turned to Checkbox for a no-code NDA automation tool.

Checkbox implemented an intuitive, customizable end-to-end NDA workflow that lets business users self-serve intake, generate NDAs, and send them for e-signature. The result was faster legal turnaround, more consistency, and less repetitive work for the legal team, with Xero automating 250+ NDAs within the first few months of deployment.

Xero

Georgia Petry

Legal Counsel