Process Automation
“It’s one of those crazy, life-changing technologies.”
Connie Brenton,
Senior Director of Legal Operations, NetApp
How Process 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 process automation
Simple drag-and-drop tools let you design “smart” online forms and documents, or import and digitize your own forms.
Who’s using process automation from Mitratech?
Explore Use Cases
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
- 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.
- 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.
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.
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.
Process Automation Use Cases
Explore how automating the NDA process with TAP Workflow Automation can generate enterprise-wide consistency and extraordinary savings.
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.
Process Automation Use Cases
Explore how automating the NDA process with TAP Workflow Automation can generate enterprise-wide consistency and extraordinary savings.
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. One example: When Yahoo Legal leveraged TAP, it created a self-service NDA workflow portal covering 20+ countries, even utilizing Chinese characters. Though used by hundreds of employees annually, it freed lawyers or paralegals from being bogged down in hundreds of NDAs. While eliminating hundreds, even thousands, of costly wage hours.
Challenge
Design and launch a self-service NDA workflow to eliminate inefficiencies, improve compliance, and reduce costs.
Solution
- Using a self-service NDA workflow, online portal and standardized forms, users can request and obtain error-free NDAs without any involvement by a lawyer.
- 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
- 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.
- 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.
Process Automation Use Cases
Explore how automating the NDA process with TAP Workflow Automation can generate enterprise-wide consistency and extraordinary savings.
Conference Participation & Publication Review
Challenge
A Legal Operations use case on how to design and launch a request-and-review process for employees seeking to participate in professional conferences and publications.
Solution
A workflow that makes both the request and review/approval sides of the process much quicker:
- The would-be participant, interviewee or article writer completes an online assessment form that asks for all the vital information necessary for review and approval – specifics about the conference or publication, what their participation involves, etc.
- The assessment form, once completed and submitted, is routed to the right gatekeepers and reviewers; in the case of one ThinkSmart client, it’s the internal legal team responsible for intellectual property (IP) management.
- Those reviewers decide on whether or not participation should be approved. Factors that may be involved? An NDA may be required, or a publication opportunity may present a conflict of interest or violate internal practices.
Benefits
- Automating the process saves time for all concerned, and allows for prompt and unequivocal review of the opportunity.
- Accelerating response time lets the enterprise take advantage of quickly-developing opportunities and openings.
- By standardizing the assessment form and other parameters that can be communicated as part of the form or associated workflow elements, expectations can be standardized among employees about what does and doesn’t constitute an acceptable opportunity.
- These requests can be tracked and recorded, allowing creation of a historical record of participation in these channels – which could then be annotated with after-the-fact notes about how effective they were, etc.
Accelerate your enterprise.
Transform your processes with best-in-class workflow automation.