Law Firms Workflow Automation Use Cases

Workflow automation offers a whole host of benefits for law firms, helping companies to save time and cut costs while still driving forward in improving efficiency for their customers. 

The automation of processes can rapidly reduce the time and money spent on day to day processes, leaving companies with great new opportunities to evolve. Customers stand to benefit from a secure collaborative style of working, and will enjoy greater levels of transparency on every interaction. 

Client service can be improved dramatically, with the potential for errors slashed almost overnight. With automated workflows on side, law firms will rapidly improve their potential while simultaneously ensuring policy and procedure compliance. 

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Law Firms

Law Firms

Legal Vendor Continuity

Ensure outside counsel and firms are able to continue servicing your company as usual.

Law Firms

Law Firm Continuity

Ensure outside counsel and firms are able to continue servicing your company as usual.

Law Firms

Case Continuity Tracker

Ensure outstanding cases are not in jeopardy and that work toward their completion is still in progress.

Law Firms

Onsite Visit Request Approval

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

Law Firms

Self-Reporting Risk Assessment

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

Law Firms

Remote Work Tracker

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

Law Firms

Request for Business-Critical Travel

Quickly deploy a workflow allowing you to filter and respond to employee travel requests.

Law Firms

Vendor Onboarding with Privacy Review (KPL)

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

Law Firms

Data Inventory and Recertification Request (KPL)

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

Law Firms

Data Subject Access Requests

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

Law Firms

CCPA Vendor Onboarding

Vendor compliance is a critical component of security and privacy compliance.

Law Firms

Benefits Administration

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

Law Firms

CCPA Data Deletion Request

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

Law Firms

Conflict of Interest

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

Law Firms

Data Privacy

An organisation must ensure that consent procedures by which employees agree to the retention of their pers...

Law Firms

Diversity Tracking

Provide a means for organisations to ask their employees about the organisation’s diversity program.

Law Firms

Do Not Sell Request

Automating the processing of consumer requests to opt-out of sale of PI to third parties.

Law Firms

Entertainment Disclosures & Exceptions

Provide a simple, convenient way for executives and staff to report on gifting and entertainment activities...

Law Firms

Legal/Policy Questions

Log, preserve and address employee inquiries and legal responses around the implementation of new policies ...

Law Firms

Policy Exceptions

Simply and effectively track and preserve all communications and documents around policy exceptions in orde...

Law Firms

Regular Compliance Affirmation

Enable stakeholders and policy managers to affirm that key policies and procedures are being followed and c...

Law Firms

Third Party Due Dilligence

Create a solution to onboard new vendors, ensuring relevant information is captured, routed, reviewed and a...

Law Firms

Whistleblower

Companies need to provide employees a way to anonymously report activity that they suspect is fraudulent. W...

Law Firms

High Volume Transactional Case Review

To ensure that high volume transactional cases are reviewed and approved by the appropriate persons in an e...

Law Firms

Bar Certification Tracking

Tracking and maintaining bar certifications for attorneys, who are sometimes spread across the country, if ...

Law Firms

New Work Intake

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

Law Firms

Electronic Signatures

e-Signatures are a legally acceptable mechanism for signing a contract, and use the latest and most secure ...

Law Firms

QBR Scheduling

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

Law Firms

Customer Satisfaction Surveys

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

Law Firms

New Demo Requests

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

Law Firms

Marketing Portal

Design workflows to support a central marketing portal where users can go to create and obtain advertising ...

Law Firms

Advertising Fund Requests

Build a workflow enterprises can use to manage requests for funds or budget adjustments for advertising cam...

Law Firms

Gifts & Entertainment Reimbursement

Workflow for processing requests for gifts and entertainment reimbursements for expenses incurred (e.g. tak...

Law Firms

Data Review & Decision Alerts

Develop an agile workflow triggered by specific data monitoring conditions or events.

Law Firms

Hardware & Software Requests

Draft a process for managing requests for hardware or software, and allow those requests and items to be tr...

Law Firms

New Technology Projects

Create a workflow or set of coordinated workflows to efficiently manage development of new technology proje...

Law Firms

Technical Support/Service Requests

Devise an workflow for efficiently logging, fulfilling and reporting requests for technical support or serv...

Law Firms

New User Onboarding

Develop a workflow to streamline the setup of a new employee (or other user) for enterprise IT services.

Law Firms

Software Access Requests

Design a workflow for managing requests for access to an organization’s software platforms or databases.

Law Firms

Incident Reporting

Create an accelerated process for IT incident notification, investigation, resolution and reporting.

Law Firms

Claims Reimbursement

Automate employee insurance reimbursement claims forms and processes.

Law Firms

Employee Tax Return Paperwork

Automate workflows for processing employee tax return forms and paperwork.

Law Firms

CapEx Requests

Develop a workflow to handle capital expenditure requests.

Law Firms

Shareholder Agreement

Developing a shareholder request and approval process capable of dealing with multiple shareholder types.

Law Firms

Lost Checks

Build a workflow employees can use to claim lost/damaged checks for reimbursements or payroll.

Law Firms

New Partner Onboarding

Design a workflow for an HR/Finance team to onboard new partners that sign on with their company.

Law Firms

Vacation / Disability Leave Requests

Develop an automated workflow to manage the process of reviewing vacation or sick leave requests.

Law Firms

New Independent Contractor Agreements

Create a workflow for HR to review and process requests for new independent contractors.

Law Firms

Performance Evaluations

Develop an automated workflow to streamline and improve the employee performance evaluation process.

Law Firms

Employee Offboarding

Draft a workflow used to mass offboard any number of employees, including mass offboardings.

Law Firms

Employee Suggestion Box

Create an online “employee suggestion box” and workflow for reviewing submissions.

Law Firms

Employee Onboarding

Automate and accelerate the process of onboarding new employees.

Law Firms

Legal Services Request Portal

Design and launch automated online forms and Legal Ops workflows for efficiently managing legal services re...

Law Firms

Contract Requests

Automate the Legal Ops process for generating a legal contract, whether simple or parts of a complex Contra...

Law Firms

Patent Mining Sessions

Create an expedited process for requesting and setting up Patent Mining Sessions within the organization.

Law Firms

Directors & Officers Liability (D&O)

Develop a Legal Operations workflow enabling users to make disclosures about the director, officer, and adv...

Law Firms

Self-Service NDA

Automate the NDA submission and review process to eliminate inefficiencies, improve compliance, and reduce ...

Law Firms

Telework Requests

Build a workflow to expedite the process of employees applying to work remotely.

Law Firms

Confere­nce Participation & Publication Review

Design and publish a request-and-review process for employees seeking to participate in professional confer...

Law Firms

Electronic Signatures

Adopt a highly secure yet simple means for digitally indicating consent or approval on a digital document.

Law Firms

Trademark Infringement Log

Bring automated efficiency and speed to workflows for trademark filings, renewals, and related Legal Ops pr...

Law Firms

Counsel Retention

Design a workflow to manage the process of requesting, drafting, reviewing and authorizing outside counsel ...

Law Firms

Matter Management Intake

Design a dedicated Legal Operations workflow to manage matter management items, ensure compliance and minim...

Law Firms

Developer Agreements

Automate the process of creating agreements for new external developers working on an organization’s projects.

Law Firms

New Business Intake

Automate the New Business Intake process for Legal Ops teams and law firms, integrating with other systems ...

Law Firms

Membership Form

Devise a workflow allowing people/organizations to easily apply for membership in a trade organization as e...

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