Membership Form

Membership Form2018-10-10T12:57:16+00:00

Challenge:

Design and publish a workflow to allow people/organizations to easily apply for membership in a trade organization as either buyers or providers of legal services. It can also prompt them to immediately pay any application/membership fees.

Membership Form Legal Workflow Automation

Solution:

This workflow handles different applicant types and their associated approval processes, and integrates with PayPal to drive fee collection:

  • Individual online self-service forms are available for either buyers or providers of legal services.
  • Once an applicant has filled out and submitted the form, it’s routed to the proper stakeholders/gatekeepers for review.
  • Via PayPal integration, fee collection can be handled either at the point of submission (applicants are billed upon approval for membership) or are prompted via a follow-up notification upon approval.

Benefits:

  • Workflow automation accelerates the process while removing errors and bottlenecks.
  • Forms and data can be centrally stored for governance and compliance auditing.
  • Self-service forms provide a quick and standardized application process.
  • PayPal integration allows new members to process their payments immediately after their applications are approved, expediting collection.
“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
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