For acceleration, accuracy, and instant ROI

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Workflows and digitized forms can be designed and published in just hours or days,

not months, thanks to TAP’s drag-and-drop UI – and are executed in a fraction of the time of traditional processes.


A process like an NDA can be up to 20X faster with TAP Workflow Automation, yet with far fewer errors.


Drive more effective and rapid teamwork, even across multiple departments and outside resources.

Plus, automated notifications, e-signatures, and role-based access features ensure proper, timely contributions.


faster turnaround
E-signature integration (like TAP’s) can slash turnaround time on a document.


Managers get visibility into every workflow to monitor and fine-tune performance.

Users share centrally-stored common assets, and all workflows and documents are automatically archived for security and review.


of docs go missing
When using paper-based processes, 7.5% of all company documents are lost completely, says IDC.


Best practices and compliance can be embedded in every workflow to mitigate risks.

Even as automating repetitive tasks reduces human error while cutting costs, delivering fast Time-to-Value and ROI.


in savings
When one global legal department automated NDAs with TAP, its savings were huge.

Helping everyone cope with COVID-19

To help companies everywhere mitigate the disruption caused by COVID-19, we’re providing immediate business continuity solutions – not just for our clients, but for any company that could use them, free of charge. To view these solutions, visit our Coronavirus Impact Solutions Center.

ROI that’s ASAP

Workflow automation with TAP accelerates savings and execution for almost immediate ROI. When one global legal department automated NDAs with TAP, its savings were huge.


Hours Saved


Money Saved


Onsite Visit Request Approval

Manage and assess requests from employees and contractors to access the office for various purposes.

Self-Reporting Risk Assessment

Quickly deploy a workflow allowing remote employees to report their health and COVID-19 risk status.

Remote Work Tracker

Review WFH requests, track week-to-week status, and any infectious disease issues precluding their being on...

Stock Management & Supply Orders

Enable SMBs to track and order inventories and supplies.

Sourcing Requests

Build automated workflows for managing a variety of RFX processes.

Service Catalog Requests

Automate the processes for creating service catalog workflows to drive catalog request fulfillment.

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.

Employee Tax Return Paperwork

Automate workflows for processing employee tax return forms and paperwork.

QBR Scheduling

Automate the process of initiating and scheduling quarterly business review meetings (QBRs) with customers.

Customer Satisfaction Surveys

Create workflows for automatically conducting customer satisfaction surveys to support sales and retention.

New Demo Requests

Automate the process of capturing and scheduling requests for product or service demos.

Data 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...

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 ...

New Work Intake

Workflow automation that securely, efficiently and compliantly takes in new business. Implement a visual wo...

Benefits Administration

Human Resources needs a way to gather feedback from employees as to what benefits or perks they would like....

CCPA Data Deletion Request

A workflow for fulfilling consumer requests to have their personal data deleted by an organization.

Conflict of Interest

Effectively address and resolve conflict-of-interest issues that need the ongoing attention of multiple sta...

Vendor Onboarding with Privacy Review (KPL)

Vendor compliance is a critical component of security and privacy compliance. TAP Workflow Automation can s...

Data Inventory and Recertification Request (KPL)

GDPR Article 30 requires companies produce records of processing activities to prove compliance to regulato...

Data Subject Access Requests

The CCPA and the similar state-by-state regulations that are following ensure that consumers have a stronge...

TAP + TeamConnect

You can use TAP Workflow Automation software as a standalone product, or as part of TeamConnect, the world’s leading Enterprise Legal Management platform.Already using TeamConnect? Add TAP so you can easily extend TeamConnect’s end-to-end ELM capabilities into every process and department.

TAP + TeamConnect
Accelerate your enterprise.

Transform your processes with best-in-class workflow automation.