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?
Risk & ComplianceSee all
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...
Human ResourcesSee all
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.
Vendor 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.
Finance & AdministrationSee all
Gifts & 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.
Sales & MarketingSee all
Entertainment Disclosures & Exceptions
Provide a simple, convenient way for executives and staff to report on gifting and entertainment activities...
Automate the process of initiating and scheduling quarterly business review meetings (QBRs) with customers.
IT & Data SecuritySee all
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...
Law FirmSee all
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 PlanningSee all
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.
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