Process Automation Use Cases

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

Yearly Certifications


To stay on top of each of your (sometimes hundreds, if not thousands) attorneys’ certifications to ensure everyone is in compliance and up to date with required certifications.


  • An automated, centralized, efficient source to identify all expiring certifications and notify the necessary attorneys – without having to manually email.
  • Automated notifications and alerts ensure timely participation from all concerned.
  • Mitigate your risks of noncompliance by keeping your entire legal team up to date with required certifications.


  • Centralized dashboard allows monitoring and management of yearly certifications at every stage.
  • Easily audit Legal and prove your compliance to required certifications to internal stakeholders and external regulators.
  • Drive significant time and cost savings and ROI.
  • Easily and efficiently manage and mitigate the risks surrounding yearly certifications via a single, centralized source.
  • Detailed reporting with access to metrics on who has – and hasn’t – responded to notifications.