Law Firms

Workflow Automation Use Cases

Explore these Use Cases to see how TAP workflow automation is transforming the way law firms do business.

Law Firms

Law Firms
High Volume Transactional Case Review
To ensure that high volume transactional cases are reviewed and approved by the appropriate persons in an e...
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

High Volume Transactional Case Review

Challenge

To ensure that high volume transactional cases are reviewed and approved by the appropriate persons in an efficient, timely, and secure manner.

Solution

  • An automated, built-in process that standardizes and ensures the appropriate approval channels.
  • A workflow tool that makes sure the right person reviews the right case at the right time, without the need for manual tracking.
  • A centralized dashboard enables complete visibility into any stage of the approval process.
  • Parallel approvals that allow for multiple approvals simultaneously while removing the hold-ups of a linear approval process.
  • Required information all stored in a single, secure location, so any approver can easily find everything they need to make the right decision.

Benefits

  • Centralized dashboard allows monitoring and management of approvals at every stage of a workflow.
  • Drive significant time and cost savings and ROI by automating otherwise manual processes
  • Significantly increase the speed and efficiency of any approval process, allowing Legal to move more quickly and drive greater value.
Law Firms
Bar Certification Tracking
Tracking and maintaining bar certifications for attorneys, who are sometimes spread across the country, if ...
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Bar Certification Tracking

Challenge

Tracking and maintaining bar certifications for attorneys, who are sometimes spread across the country, if not the globe.

Solution

  • Centralize and automate bar certification tracking for attorneys in a single workflow automation tool.
  • Easily recognize which lawyers need to update their certifications and automatically notify them when the time is near.
  • Remove the manual effort of tracking and eliminate the errors that accompany manual efforts by automating everything.

Benefits

  • Significantly reduce the number of manual emails – and the staff time required to create and track those emails – by automating notifications and renewals.
  • Drive significant time and cost savings and ROI.
  • Centralized dashboard allows monitoring and management of bar certifications at every stage of a workflow.
Law Firms
New Work Intake
Workflow automation that securely, efficiently and compliantly takes in new business. Implement a visual wo...
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

New Work Intake

Challenge

Staying secure, compliant and efficient while continuing to take in new business on a growing scale.

Solution

  • Workflow automation that securely, efficiently and compliantly takes in new business
  • Implement a visual workflow tool that makes spotting where processes can be further improved and streamlined easy.
  • Unify siloed data into a single technology tool

Benefits

  • Replace multiple, single-purpose apps that take months of in-house development with a single workflow automation software.
  • Successfully and rapidly complete legal processes at a lower cost of salaried time.
  • Standardize processes and eliminate manual error, saving time and money.
  • Complete legal processes in up to 90% less calendar hours
Law Firms
Electronic Signatures
e-Signatures are a legally acceptable mechanism for signing a contract, and use the latest and most secure ...
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Electronic Signatures

Challenge

Deliver highly secure yet simple means for digitally indicating consent or approval on a digital document.

Solution

  • e-Signatures are a legally acceptable mechanism for signing a contract, and use the latest and most secure technology available to automate and track digital signatures.
  • TAP provides easy integration of e-Signature technology into form and document-based workflows.
  • Leverages best-in-class platforms including Adobe Sign and DocuSign.
  • Centralized control and auditing via TAP and automated notifications allow managers/stakeholders to track approvals/consent status of a workflow.
  • Works via mobile devices, allowing remote/on-the-go approvals.
  • Automated notifications and alerts ensure timely participation from all concerned.

Benefits

  • Integration with top-shelf e-signature platforms provides best possible security and assurance that contracts will be compliant, legally binding, and secure.
  • Centralized dashboard allows monitoring and management of approvals and consents at every stage of a workflow, even those involving multiple stakeholders.
  • An automated approvals process accelerates engagement and participation, while standardization reduces errors.
  • Delivers significant time/cost savings and ROI.

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