Design and launch automated online forms and workflows for Legal Operations capable of efficiently managing legal services request intake.

By building forms and associated workflows to manage legal services requests using TAP, Legal Ops teams can accurately handle even high request volumes:

• Individual online self-service forms can be easily designed and made available for submitting legal services requests.
• Once a request has been submitted, it’s routed to the proper Legal Ops stakeholders/gatekeepers for review.
• Tracking and auditing of the request and fulfillment process is automated, allowing better governance and compliance.
• Notifications and alerts can be dispatched to process participants and stakeholders at pre-designated points throughout the intake process.
• Service request intake workflows can easily integrate with other systems, such as e-billing and matter management processes.

• Legal services requests are submitted and processed with far greater speed and with minimized errors, delays and costs.
• Centralized tracking and reporting allows managers to have overview of all workflows in real time.
• Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
• E-signature integration standardizes secure approvals.

• Self-service forms provide a quick and standardized request intake process, eliminating errors and waste.
• Process acceleration improves Legal Ops agility and responsiveness.
• Real-time oversight permits performance analysis and improvement of the entire process.
• Automated workflow archiving ensures auditability of workflows and assets.
• Drives greater efficiency, accountability and a superior user experience for the legal department and business partners.

Deliver a quickly deployable workflow that helps HR managers track the status of employees who are working remotely, and the health/travel status of them and their close contacts during a public health crisis such as the COVID-19 outbreak. It must ensure ease-of-use for the end-user while keeping everything aligned and audited internally.

• An automated workflow, including specification of stakeholders and notifications, is available at no charge to existing customers.
• The workflow is a pre-built template but is completely customizable by the client or their services provider.
• In its first stage, the workflow allows the employee to request to work remotely by using a form containing a combination of entry fields and dropdowns to enter data including:
  • Requested start and end dates
  • Why are they asking to work remotely?
  • Will they be able to work remotely without distractions?
  • Do they have high-speed internet?
• In its second stage, after the initial approved time period for working remotely has passed, the  workflow automatically emails once-a-week messages to employees that capture the following information:
  • Do they need to extend working remotely for another week?
  • Was the employee able to work remotely successfully last week?
  • If not, why? (A conditional pull-down with answers such as: WiFi issues, phone service issues, physical location, fill-in box for “other”)
  • Have you or anyone close to you traveled to any locations with elevated warning levels for a current infectious disease (such as coronavirus or influenza)? (Can link to a CDC monitoring page)
  • Have you or anyone close to you had contact with anyone that has tested positive for a current infectious disease?
  • Will you be able to successfully work remotely in the upcoming week?

• Centralized tracking and reporting allows HR to have overview of all workflows in real-time.
• Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
• E-signature integration standardizes secure approvals.

• Requests and followups are processed with far greater speed and minimized errors, delays, and costs.
• Centralized tracking and reporting allows HR to have overview of status of all workflows in real time.
• Employee morale benefits from a faster, more precise process.
• Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
• E-signature integration standardizes secure approvals.

Build automated workflows for managing a variety of RFX processes.

• TAP allows users to design simple or complex workflows for automating Request for Information (RFI), Request for Proposal (RFP), Request for Quote (RFQ), and Request for Bid (RFB) activities.
• Self-service online forms direct vendors/buyers through an error-free request process.
• Easy forms and template creation and process configuration without any coding, thanks to drag-and-drop UI.
• Automatic notifications of all stakeholders can go out at any designated stage of a request workflow.
• Unified dashboard provides oversight of all ongoing and historic requests.
• Detailed audit trails are securely archived for all requests.

• Errors are minimized with a standardized, single-platform solution that eliminates manual mistakes and delays.
• Ensures sizable time and cost savings across all RFX processes.
• Enhances organizational agility by accelerating mission-critical processes.
• Ease of form design allows specialized template creation for every type of sourcing request.
• Central dashboard provides superior monitoring and governance of all sourcing processes.
• Automatic centralized archiving of workflow data and assets provides for detailed recordkeeping and review, helping satisfy Sarbanes Oxley.

Automate employee insurance reimbursement claims forms and processes.

• Self-service forms for various claims, such as medical expenses, can be easily designed using the TAP UI for use by employees or HR staff.
• Forms contain embedded business logic and standardize claims process so initial information capture is complete and error-free.
• Workflows can route claims to proper internal stakeholders for review, as well as integrating with third-party coverage providers.
• Workflow are customizable to exact enterprise needs, no matter how complex or simple.
• Claims notifications and approvals can be automatically sent to employees.
• All workflow records, assets and documents are centrally stored in a secure Cloud repository.

• Automation of labor-intensive processes delivers huge efficiencies and savings for the organization.
• Accurate claims processing reduces risks and costs, while adding audit protection as TAP automatically archives all workflows, documents and records in secure Cloud-based storage.
• Centralized, easy-to-read dashboards identify inefficiencies.
• Automatic notifications and alerts keep processes moving forward, and allow at-a-glance governance.
• Accelerated and error-free processes drive improved employee morale.
• E-signature integration standardizes secure approvals.

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

This QBR workflow is designed to automate the multiple steps involved in putting together a comprehensive quarterly meeting by:

• Using TAP, survey forms can be customized on a general or per-project basis, and include embedded personalizations.
• Forms can be housed on a web/mobile web page or embedded in email via integrations with an enterprise’s email marketing platform and other marketing stack components.
• Workflow can be designed to trigger automated email invites/surveys at completion of a project, calendar points or other designated junctures.
• Survey results which identify promoter/detractors, etc., can be automatically routed accordingly for appropriate follow-ups.
• Follow-up surveys and internal reporting can be built into the workflow.
• Centralized dashboard permits oversight of all survey workflows.

• Supports efficient, automated sales and customer retention while streamlining these processes and reducing costs.
• Frees sales personnel from mundane and time-consuming tasks.
• Errors are eliminated via workflow and survey form standardization.
• Improves the relationship between enterprise and customer through consistent, personalized engagement.
• Provides a steady flow of valuable sales and CRM insights.
• Generates secure workflow audit record for transparency and governance purposes.

Draft a process for managing requests for hardware or software, and allow those requests and items to be tracked by the organization.

• Online self-service requests can be customized in TAP to capture all necessary information.
• Once a request for hardware or software has been submitted, the workflow routes it to the right stakeholder/administrators for review in designated sequence.
• Rules and embedded business logic can be embedded in forms/workflow to pre-filter requests.
• Approvals can trigger other workflows such as hardware/software training or procurement.
• Integration with IT asset tracking systems can create a record of hardware and software assignment.
• Automated reminders ensure prompt administrative review of requests, as needed.
• Status updates can be sent to requesters at various steps in the review process.
• Mobile access lets workflow participants access and act remotely.
• Centralized dashboard provides visibility into all requests within the organization, either current or historical.
• All workflow records, assets and documentation are centrally stored in a secure Cloud repository for later audit and analysis.

• Requests can be handled in minutes or hour versus days.
• Capturing accurate requirements via automated forms eliminates errors and back-and-forth communication.
• Form and workflow automation within a single system ensures consistency of processes, driving cost and time savings.
• Customizability means all forms and workflows are adapted to enterprise need.
• Centralized monitoring permits real-time security oversight and governance of IT assets.
• Audits and analysis of requests can be done in detail thanks to automatic archiving of workflow records and data.

Tracking and maintaining bar certifications for attorneys, who are sometimes spread across the country, if not the globe.

• Centralize and automate bar certification tracking for attorneys in a single workflow automation tool.
• Easily recognize which lawyers need to update their certifications and automatically notify them when the time is near.
• Remove the manual effort of tracking and eliminate the errors that accompany manual efforts by automating everything.

• Significantly reduce the number of manual emails – and the staff time required to create and track those emails – by automating notifications and renewals.
• Drive significant time and cost savings and ROI.
• Centralized dashboard allows monitoring and management of bar certifications at every stage of a workflow.

Create a public-facing workflow that seamlessly gathers information for a customer through Accounting, HR, and/or Finance. Ensure ease-of-use for the end user while keeping everything aligned and audited internally.

• Workflow, including specification of stakeholders and notifications, is completely customizable.
• Forms can be built in TAP with embedded business logic, dropdown fields and other features, customizable by type of personal information or other specifics.
• Easy-to-use online self-service forms allow public users to submit requests for deletion of personal data.
• Once submitted, requests are automatically routed to proper stakeholders/managers for review.
• Internal SLAs and formal requests for extension can be built into the form.
• Approval or denial notifications can be automatically generated and sent to requesters and/or contractors.

• “Privacy By Design” ensures that companies are compliant without need of additional management or manpower.
• Diverse teams can complete their due diligence work-streams in parallel, and are also given opportunities for collaboration.
• Intakes are submitted, processed, and screened with far greater speed and minimized errors, delays and costs.
• Forms are branded to have the same look and feel as the company website for the best end user experience.
• Central dashboard provides superior monitoring and governance of all sourcing processes.
• Automatic centralized archiving of workflow data and assets provides for detailed recordkeeping and review.

Showing up for data privacy isn’t just a good way to show consumers that you care. Failure to do so gets expensive: If you’ve failed to delete a personal data record when requested, or it’s sold without the person’s permission, or leaked, the minimum fine is $2,500 per record. The fine escalates the longer it takes to fix the issue, too. If it’s determined that a breach was due to a known issue you ignored, the fine can automatically shoot up to its cap of $7,500 per record. Multiply this times the number of records that might be involved and you can see how noncompliance can get ruinously costly.

Organize and orchestrate a process by which data from SMEs, legal review, and inquiry is tracked, compiled, and bundled, ensuring compliance with GDPR Article 30 and guaranteeing recertification.

• Self-service online forms are easily deployed and contain embedded business logic that maps exactly to your business practice (or responds to the call for a new business practice).
• Keep it on brand by employing a solution that can deliver styles straight from your playbook, from intake forms to automated emails and “thank you” notifications.
• Process transparency can be enabled, if desired, to allow greater visibility and collaboration for all parties.
• Centralization eliminates redundancies in documentation and data.
• Ensure that your company’s data governance standards are applied throughout the requests, from initial screening through audit trail capabilities.
• Workflows can be modified or updated on the fly, a crucial factor in staying compliant with ever-evolving rules and regulations.

• Using a single database and environment brings standardization and centralization, with ready-made security and compliance.
• Documents and files that are relevant to each collaboration are centralized in one repository, not scattered with poor version control.
• All collaborators involved at the correct time and in authoritative sequence.
• Far higher security for sensitive processes that cross-organizational lines.
• Central dashboard provides superior monitoring and governance of all sourcing processes.
• Stylized and on-brand intake forms keep your customers in your brand experience at all times.

• Detail quantified ROI in terms of savings, work hours, execution times, etc.