Use Case of the Month: Coverage Opinions
How can Staff Counsel and Claims Professionals collaborate and align with the right parties to drive a positive outcome?
Legal
See allOnsite Visit Request Approval
Manage and assess requests from employees and contractors to access the office for various purposes.
Firm Diversity Review
Ensure outside counsel and firms are able to continue servicing your company as usual.
Timekeeper Diversity Review
Ensure outside counsel and firms are able to continue servicing your company as usual.
Risk & Compliance
See allFirm Diversity Review
Ensure outside counsel and firms are able to continue servicing your company as usual.
Timekeeper Diversity Review
Ensure outside counsel and firms are able to continue servicing your company as usual.
CCPA Data Deletion Request
A workflow for fulfilling consumer requests to have their personal data deleted by an organization.
Human Resources
See allCOVID-19 Tracking Management
Automating your vaccination, testing, and COVID-tracking program has never been easier.
Onsite Visit Request Approval
Manage and assess requests from employees and contractors to access the office for various purposes.
Remote Work Tracker
Review WFH requests, track week-to-week status, and any infectious disease issues precluding their being on...
Procurement
See allVendor Onboarding with Privacy Review (KPL)
Vendor compliance is a critical component of security and privacy compliance. TAP Workflow Automation can s...
CCPA Vendor Onboarding
Vendor compliance is a critical component of security and privacy compliance.
Third Party Due Diligence
Create a solution to onboard new vendors, ensuring relevant information is captured, routed, reviewed and a...
Finance & Administration
See allGifts & Entertainment Reimbursement
Workflow for processing requests for gifts and entertainment reimbursements for expenses incurred (e.g. tak...
Value-Added Tax (VAT) Return Submission
Develop a workflow for European Union users to calculate VAT tax obligations.
Claims Reimbursement
Automate employee insurance reimbursement claims forms and processes.
Sales & Marketing
See allSelf-Service NDA
Automate the NDA submission and review process to eliminate inefficiencies, improve compliance, and reduce ...
Entertainment Disclosures & Exceptions
Provide a simple, convenient way for executives and staff to report on gifting and entertainment activities...
QBR Scheduling
Automate the process of initiating and scheduling quarterly business review meetings (QBRs) with customers.
IT & Data Security
See allData Review & Decision Alerts
Develop an agile workflow triggered by specific data monitoring conditions or events.
Hardware & Software Requests
Draft a process for managing requests for hardware or software, and allow those requests and items to be tr...
New Technology Projects
Create a workflow or set of coordinated workflows to efficiently manage development of new technology proje...
Law Firm
See allTimekeeper Diversity Review
Ensure outside counsel and firms are able to continue servicing your company as usual.
High Volume Transactional Case Review
To ensure that high volume transactional cases are reviewed and approved by the appropriate persons in an e...
Bar Certification Tracking
Tracking and maintaining bar certifications for attorneys, who are sometimes spread across the country, if ...
C-Suite & Corporate Planning
See allTimekeeper Diversity Review
Ensure outside counsel and firms are able to continue servicing your company as usual.
Remote Work Tracker
Review WFH requests, track week-to-week status, and any infectious disease issues precluding their being on...
Request for Business-Critical Travel
Quickly deploy a workflow allowing you to filter and respond to employee travel requests.
