Workflow Automation
“It’s one of those crazy, life-changing technologies.”
Connie Brenton,
Senior Director of Legal Operations, NetApp
How Workflow Automation accelerates an enterprise
By cutting time, costs, and errors
CIO/CISO, Keesal, Young & Logan




Nearly instant ROI
Senior Director of Legal Operations, NetApp

Drive teamwork and morale
Remove barriers to collaboration across teams and departments and make employees feel more valued as they focus on high-value work.

Centralize documents & access
Process automation can make documents and assets accessible from across the entire department or enterprise, from any device.

Improve security & compliance
Serious risk is seriously avoidable when a user can centrally monitor all processes for compliance, and leverage any built-in security features.

Agility and flexibility
Designing, launching, revamping and optimizing processes is simple and quick if a process automation platform uses an intuitive UI/UX.

Scalability
A good SaaS process automation solution scales quickly and economically to meet growth and diversification needs or sudden demand spikes.

Automatic archiving
The right solution automatically saves workflows, forms, assets, audit trails and more to a single secure repository for convenient retrieval.
Easy steps in SaaS workflow automation
Simple drag-and-drop tools let you design “smart” online forms and documents, or import and digitize your own forms.

Explore Workflow Automation Use Cases
I am in
- Legal Operations Human Resources Procurement Finance & Administration Sales & Marketing Information Technology Law Firms Risk & Compliance
- Legal Operations
- Human Resources
- Procurement
- Finance & Administration
- Sales & Marketing
- Information Technology
- Law Firms
- Risk & Compliance
Data Privacy Use Cases
See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.
CCPA Deletion Request
The CCPA gives consumers the right to request that businesses delete personal information that the business has collected from the consumer. This workflow keeps deletion requests on-stream, auditable, and ready for public consumption.
Challenge
Create a public-facing workflow that seamlessly gathers information for a customer through Accounting, HR, and/or Finance. Ensure ease-of-use for the end user while keeping everything aligned and audited internally.
Solution
- Workflow, including specification of stakeholders and notifications, is completely customizable.
- Forms can be built in TAP with embedded business logic, dropdown fields and other features, customizable by type of personal information or other specifics.
- Easy-to-use online self-service forms allow public users to submit requests for deletion of personal data.
- Once submitted, requests are automatically routed to proper stakeholders/managers for review.
- Internal SLAs and formal requests for extension can be built into the form.
- Approval or denial notifications can be automatically generated and sent to requesters and/or contractors.
Benefits
- “Privacy By Design” ensures that companies are compliant without need of additional management or manpower.
- Diverse teams can complete their due diligence work-streams in parallel, and are also given opportunities for collaboration.
- Intakes are submitted, processed, and screened with far greater speed and minimized errors, delays and costs.
- Forms are branded to have the same look and feel as the company website for the best end user experience.
- Central dashboard provides superior monitoring and governance of all sourcing processes.
- Automatic centralized archiving of workflow data and assets provides for detailed recordkeeping and review.
ROI
Showing up for data privacy isn’t just a good way to show consumers that you care. Failure to do so gets expensive: If you’ve failed to delete a personal data record when requested, or it’s sold without the person’s permission, or leaked, the minimum fine is $2,500 per record. The fine escalates the longer it takes to fix the issue, too. If it’s determined that a breach was due to a known issue you ignored, the fine can automatically shoot up to its cap of $7,500 per record. Multiply this times the number of records that might be involved and you can see how noncompliance can get ruinously costly.
Data Privacy Use Cases
See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.
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.
Data Privacy Use Cases
See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.
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.
Data Privacy Use Cases
See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.
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.
Data Privacy Use Cases
See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.
Directors & Officers Liability (D&O)
Challenge
Develop a D&O liability disclosure workflow that’s automated to optimize Legal Operations efficiencies for what may be a sensitive but essential process. This workflow allows users to make disclosures regarding the director, officer, and advisory board positions that the Firm’s attorneys hold for any outside organizations, as well as any ownership interests the Firm’s attorneys may have in entities that are also Firm clients.
Solution
- Standardized self-service forms are designed that capture complete and necessary information from a firm’s attorneys.
- Once completed and submitted, these can be routed to the appropriate individuals for review.
- Disclosure forms are also automatically centrally archived for security, audit and accessibility purposes, as needed.
Benefits
- Automating the process saves time and expedites the review process.
- Centralized storage of D&O liability disclosure workflows and assets allows for greater transparency/visibility for authorized parties.
- Standardized disclosure forms ensure consistency in information solicited and processed.
- TAP is built to the highest security standards, so your automated workflow is more secure and controllable than manual/paper-based processes.
Data Privacy Use Cases
See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.
Self-Service NDA
Automating the NDA process by deploying a self-service NDA workflow can generate enterprise-wide consistency and sizable savings. It’s why more and more legal departments are turning to legal workflow automation solutions like TAP Workflow Automation. Example: When Yahoo Legal leveraged TAP, it created a self-service NDA workflow portal covering 20+ countries, even utilizing Chinese characters. Used by hundreds of employees annually, it freed lawyers or paralegals from being bogged down in hundreds of NDAs, eliminating thousands of costly wage hours.
Challenge
Design and launch a self-service NDA workflow to eliminate inefficiencies, improve compliance, and reduce costs.
Solution
- Self-service NDAs can be custom-designed or use TAP’s pre-formatted templates.
- A full template repository warehouses NDA templates to meet any contingency.
- Routing of requests to the right internal stakeholders, if needed, can be built into the NDA workflow.
- Signature authority requirements are integrated into the workflow and can leverage secure e-signature tools.
- Real-time status monitoring provides process oversight.
- Stakeholders can collaborate in approval processes and more complex self-service NDAs via online commentary/notation.
- Notifications and alerts can be dispatched to stakeholders at pre-designated points throughout the process.
Benefits
- Simple standardized NDAs can be obtained any time, any location, without costly internal review by legal personnel, driving considerable savings.
- Via a single portal, large enterprises can now manage NDA processes at scale, even across global networks.
- Automating the process delivers an error-free workflow and user experience that’s faster and more reliable.
- Each self-service NDA workflow can be automatically backed up to a secure Cloud archive, easily accessible for audit, governance and compliance purposes.
- E-signature integration standardizes secure approvals.
ROI
- A self-service NDA workflow can be up to 7 times faster and 15 times more efficient than a manual process, with 100% compliance and up to 400% ROI.
- Fast adoption and ease of design/launch optimizes Time-to-Value via nearly immediate ROI.

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