Workflow Automation Use Cases

Law Firm Continuity

Challenge

Companies need to make quick transitions during this time of pandemic, so it’s important to make sure your outside legal firms can still perform their jobs and maintain business-as-usual.

Solution

• With TAP, customize and send an online smart form to outside counsel firms.
• The form contains whatever questions you need to be answered in order to determine if a firm can still carry out its business functions.
• The questionnaire responses is triaged to a specified party in Legal Ops who can then follow-up or mark resolved once answers are sufficient.
• Easy customization allows your Legal Ops team to create surveys and questions based on company policy.
• Automated follow-up notifications/reminders/escalations ensure timely responses.

Benefits

• The workflow can provide a secure, confidential transaction between the Law Firm and the company.
• Requests are submitted and processed with far greater speed and minimized errors, delays, and costs.
• Centralized tracking and reporting allows Legal Ops to have overview of workflows in real-time.
• Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
• The workflow is a pre-built template but is completely customizable to capture the information a company needs.

ROI

• Impacts of the outbreak on operations and service continuity can be managed and mitigated quickly.
• Fast adoption and accessibility maintains productivity by minimizing delays and disruptions.