Align Technology Cuts Legal Touchpoints 96% and Scales NDA Generation with No-Code Automation

Align Technology's legal team relied on a contract lifecycle management (CLM) tool that lacked useful metrics and was not user-friendly, so business users could not self-serve. This pulled the 85+ person legal team away from strategic work to provide manual support, while limited access to IT resources created a bottleneck for implementing new solutions.

After a global assessment and consultation with a legal consulting agency, the team adopted Checkbox, a no-code/low-code platform, so non-technical legal staff could build their own automation tools. The first major deployment was an NDA generation tool built by a non-technical user, alongside an automated intake/triage process and a self-service portal for business users.

Within months of rollout, Align was generating 1,000+ NDAs globally per year, with 400 NDAs drafted in the initial months and turnaround reduced from weeks to days. Legal touchpoints dropped 96% in frequency, only 5-7% of NDAs now require redlining outside the system, and the platform expanded to support LATAM/EMEA liaisons plus litigation, risk, and communications teams.

• No-code/low-code platforms let non-technical legal staff build and own automation tools without waiting on IT.
• Automating a single high-volume workflow (NDAs) freed legal capacity for higher-value strategic work.
• A self-service model with global liaisons improved cross-border consistency and visibility into legal requests.