For acceleration, accuracy, and instant ROI

Accelerate

Workflows and digitized forms can be designed and published in just hours or days,
not months, thanks to TAP’s drag-and-drop UI – and are executed in a fraction of the time of traditional processes.
Mitratech
95%
faster
A process like an NDA can be up to 20X faster with TAP Workflow Automation, yet with far fewer errors.

Collaborate

Drive more effective and rapid teamwork, even across multiple departments and outside resources.
Plus, automated notifications, e-signatures, and role-based access features ensure proper, timely contributions.
Mitratech
80%
faster turnaround
E-signature integration (like TAP’s) can slash turnaround time on a document.

Centralize

Managers get visibility into every workflow to monitor and fine-tune performance.
Users share centrally-stored common assets, and all workflows and documents are automatically archived for security and review.
Mitratech
7.5%
of docs go missing
When using paper-based processes, 7.5% of all company documents are lost completely, says IDC.

Mitigate

Best practices and compliance can be embedded in every workflow to mitigate risks.
Even as automating repetitive tasks reduces human error while cutting costs, delivering fast Time-to-Value and ROI.
Mitratech
$3.6MM
in savings
When one global legal department automated NDAs with TAP, its savings were huge.

ROI that’s ASAP

Legal workflow automation with TAP accelerates savings and execution for almost immediate ROI. When one global legal department automated NDAs with TAP, its savings were huge.

500

Hours Saved

270,000

Money Saved

$12,835,800

How would you use TAP?

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Legal Operations
Legal Services Request Portal
Design and launch automated online forms and Legal Ops workflows for efficiently managing legal services re...
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Process Automation Use Cases

Explore how automating the NDA process with TAP Workflow Automation can generate enterprise-wide consistency and extraordinary savings.

Legal Services Request Portal

Legal departments receive hundreds of legal services requests of various types, and the sheer volume of requests can lead to lost or mishandled requests, and drive up costs. This demands that a better, more efficient legal services requests intake workflow be put in place.

Challenge

Design and launch automated online forms and workflows for Legal Operations capable of efficiently managing legal services request intake.

Solution

By building forms and associated workflows to manage legal services requests using TAP, Legal Ops teams can accurately handle even high request volumes:

  • Individual online self-service forms can be easily designed and made available for submitting legal services requests.
  • Once a request has been submitted, it’s routed to the proper Legal Ops stakeholders/gatekeepers for review.
  • Tracking and auditing of the request and fulfillment process is automated, allowing better governance and compliance.
  • Notifications and alerts can be dispatched to process participants and stakeholders at pre-designated points throughout the intake process.
  • Service request intake workflows can easily integrate with other systems, such as e-billing and matter management processes.

Benefits

  • Legal services requests are submitted and processed with far greater speed and with minimized errors, delays and costs.
  • Centralized tracking and reporting allows managers to have overview of all workflows in real time.
  • Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
  • E-signature integration standardizes secure approvals.
  • Self-service forms provide a quick and standardized request intake process, eliminating errors and waste.
  • Process acceleration improves Legal Ops agility and responsiveness.
  • Real-time oversight permits performance analysis and improvement of the entire process.
  • Automated workflow archiving ensures auditability of workflows and assets.
  • Drives greater efficiency, accountability and a superior user experience for the legal department and business partners.
Legal Operations
Contract Requests
Automate the Legal Ops process for generating a legal contract, whether simple or parts of a complex Contra...
Learn More

Process Automation Use Cases

Explore how automating the NDA process with TAP Workflow Automation can generate enterprise-wide consistency and extraordinary savings.

Contract Requests

With the TAP Workflow Automation, you can easily automate the steps involved in generating a legal contract, whether they’re simple tasks or a complex Contract Lifecycle Management (CLM) workflow. TAP will let you accelerate routing, reviewing and approving contracts with both internal and external parties, while eliminating costly mistakes and bottlenecks and delivering exceptional consistency, compliance, speed, and ROI.

For simple or advanced workflows alike

With TAP, you can automate any simple, specific action or repetitive task, such as moving a contract between folders (“Pending” to “Approved”) once it’s been signed.

For more complex contract generation processes, our drag-and-drop workflow designer makes it quick and convenient to route contracts through multiple gatekeepers and channels. Automatic notifications and alerts keep participants engaged and taking timely action, and TAP’s centralized dashboard lets you monitor the progress of all contract workflows.

Make Contract Lifecycle Management a reality

With TAP, you can execute cost-effective CLM by digitally centralizing documents, tracking contract workflows, automating expedited review and approval processes, and providing governance and analysis to continually improve the total process.

Build smarter documents

Our form building tools let you embed customized fields and pre-defined data into standardized templates or customized contracts, reducing human error and safeguarding compliance.

Automated archiving and accessibility

TAP automatically, securely archives workflows and all documents, making audits far easier and ensuring transparency and accessibility, even from mobile devices. That drives greater collaboration and productive engagement for everyone involved.

Secure e-signatures and other integrations

With TAP, you benefit from integration from best-in-class e-signature providers and many other with top-tier enterprise technology platforms.

That extends your ability to transform the contract process into an automated, accelerated staple of how you service customers or clients.

Legal Operations
Patent Mining Sessions
Create an expedited process for requesting and setting up Patent Mining Sessions within the organization.
Learn More

Process Automation Use Cases

Explore how automating the NDA process with TAP Workflow Automation can generate enterprise-wide consistency and extraordinary savings.

Patent Mining Sessions

Challenge

Create a Legal Operations solution for requesting and setting up Patent Mining Sessions within the organization.

Solution

  • Workflow and self-service forms allow users to inquire about or request a Patent Mining Session within their company or legal department.
  • If a request, it’s automatically routed for proper review.
  • They can then arrange for setup of these sessions, including notification of all appropriate teams and stakeholders within the organization, and for any follow-up notifications necessary.

Benefits

  • Telework requests are submitted and processed with far greater speed and minimized errors, delays and costs.
  • Centralized tracking and reporting allows HR to have overview of all workflows in real time.
  • Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
  • E-signature integration standardizes secure approvals.
  • Automating the process saves time and simplifies session logistics.
  • Participation, attendance and collaboration are enhanced thanks to automated notifications.
  • It’s a Legal Operations solution that can be duplicated and adapted for other collaborations and sessions.

TAP + TeamConnect

You can use TAP Workflow Automation software as a standalone product, or as part of TeamConnect, the world’s leading Enterprise Legal Management platform.

Already using TeamConnect? Add TAP so you can easily extend TeamConnect’s end-to-end ELM capabilities into every process and department.

TAP + TeamConnect
“The minute we started using it we found it was incredibly easy to implement, inexpensive, and with a high ROI.”
Connie Brenton
Senior Director of Legal Operations, NetApp
Read the Case Study
“TAP is a cornerstone of our legal IT infrastructure. It would be one of the first tools I’d implement if I were starting from scratch. It’s transformational.”
Jeff Franke
Former Senior Director of Global Legal Operations, Yahoo
Watch the Video
“You can instantly see where a document is in the process and what last happened with it – no manual tracking needed. It saves a lot of time.”
Eleanor Alderette
Senior Contracts and Project Manager, Juniper Networks
Read the Case Study

Accelerate your enterprise.

Transform your processes with best-in-class workflow automation.