Process Automation Use Cases

Explore how automating a Legal Services Requests Portal with TAP Workflow Automation can generate savings and improved responsiveness.

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.