Law Firm Automation Software
One Front Door for However Work Enters Your Firm
Every workflow starts at the same place: a single access and triage point, configurable for external clients, internal staff, or both. Instead of client intake, conflicts, approvals, and signature execution living in separate inboxes and spreadsheets, they start in one system and route themselves from there.
Why Firms Choose Mitratech TAP
Unlimited users and records
Law firms don’t operate on fixed volumes. Matters expand, teams shift, and data grows quickly. Unlimited users and usage mean you can scale without hitting cost or access barriers, so everyone involved in a matter has the visibility they need.
What Law Firms Are Automating
Client Intake Automation: Replace scattered emails and calls with standardized intake forms. Every matter starts with clean, structured data, ready for downstream workflows, and connected to your CRM or case management system.
Intake & Triage: New matters route automatically to the right team based on type, risk, and capacity. No manual sorting, and nothing falls through the cracks.
Conflict Check & Waiver Workflow: Conflict checks happen as part of intake, not a separate step after the fact. Automated searches, flagged risks, and waiver management all run in a single workflow.
Self-Service NDA: Clients or internal teams generate NDAs on demand from pre-approved templates. Attorneys step in only when it’s actually needed.
Engagement Letter Workflow: Guided inputs and built-in approvals standardize how engagement letters get created, cutting drafting time and reducing inconsistent terms across matters.
Vendor/Partner Collaboration: Automate status update requests and document collection from external vendors and partners; no system access grants or email back-and-forth required.
TAP also supports RFP evaluation, matter status portals, contract review and signature execution, and anonymous whistleblower intake.
Deterministic Automation, Not a Black Box
TAP runs on deterministic, audit-trailed workflows. Every step is visible and repeatable, which matters when conflicts, compliance, and client data are involved. Where AI genuinely adds value (handling ambiguous requests or edge cases a fixed workflow can’t anticipate), TAP can hand off to an AI task executor and take back a clean, structured result once it’s resolved. You get automation you can explain to a bar association, not just a black box that produced an answer.
Connects to the Systems Your Firm Already Runs
Law firms rely on a complex ecosystem of technology to run the business: practice and financial management systems, document management, Microsoft 365, time and billing, CRM, eSignature, and more. The challenge isn’t adding another tool. It’s connecting the systems, people, and processes that work across them.
Mitratech TAP serves as that connective tissue for law firm operations. Its no-code workflow automation platform orchestrates work across the firm’s existing technology ecosystem, connecting intake, tasks, approvals, data, documents, and people into end-to-end workflows. With out-of-the-box integrations and a REST API for custom connections, firms can automate across the tools they already rely on without having to rip and replace their core infrastructure.
TAP can connect workflows across key law firm systems, including:
Practice & Financial Management
CaseCloud™, INSZoom, and more
文件管理
iManage, NetDocuments, OpenText, SharePoint and other document repositories
Microsoft Ecosystem
Microsoft 365, Outlook, Teams, Excel and SharePoint
CRM & Client Management
Salesforce and other CRM platforms
eSignature Routing and Execution
DocuSign and Adobe Acrobat Sign
Timekeeping & Billing
Firm time capture, billing and financial systems
Other Firm Systems & Data Sources
Connect additional applications and data sources through TAP’s REST API
Connect with Mitratech Products
- 热门文档
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Once a workflow generates the need for a document, HotDocs takes over — contracts, NDAs, pleadings, and other repeatable documents are assembled from approved templates instead of drafted from scratch, then handed back into your workflow for signature and filing.
- CaseCloud™
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Built on Salesforce, CaseCloud is where matter and case data lives day to day. Intake and triage workflows in TAP hand off directly into CaseCloud, so a new matter arrives with clean, structured data already in place instead of requiring separate entry.
- 合法持有
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When a matter requires a litigation hold, TAP can trigger the hold process directly in LegalHold: notices go out, custodians get tracked, and compliance stays documented without a manual handoff between teams.
- 团队连接
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For firms managing eBilling and invoice submission to corporate clients, TAP can route billing and invoice workflows into TeamConnect, keeping submission and approval status visible without leaving your own systems.
In-House Legal Team or Corporate Legal Department?
Our Legal Automation solution is purpose-built for corporate legal teams managing internal requests, contracts, and compliance workflows.
Built for Everyone Running Your Firm
The cost of doing intake, conflicts, and approvals the old way isn’t abstract. It’s a matter that sits in an inbox for three days before anyone triages it. It’s a conflict check that gets skipped because things moved too fast. It’s an associate spending billable hours on admin work that a workflow could have handled in minutes.
Mitratech TAP is built for the people who feel that cost directly: firm leadership watching margins, IT teams asked to do more with less, and the coordinators and conflicts managers running intake by hand every day.
常见问题
What is law firm automation software?
Law firm automation software replaces manual, ad hoc processes (like client intake, conflict checks, approvals, engagement letters), with standardized, repeatable workflows. Instead of information moving through emails, calls, and spreadsheets, it moves through one connected system.
How does TAP handle client intake specifically?
TAP replaces scattered intake channels with standardized forms that feed clean, structured data directly into your case management or CRM system, with automatic routing and conflict checks built into the same workflow, not handled separately after the fact.
Is TAP an AI tool, or something else?
TAP is built on deterministic, audit-trailed automation — every workflow step is visible, repeatable, and explainable. It’s not a black-box AI system making judgment calls on its own. Where AI can add real value, such as handling an ambiguous request, TAP can hand that specific task off to an AI tool and pick the clean result back up into the workflow.
Is this different from Mitratech's automation solution for in-house legal teams?
Yes. This page covers automation for law firms: client intake, conflicts, and matter-related workflows. Mitratech also offers a legal automation solution built specifically for in-house and corporate legal departments managing internal business requests.
What does TAP integrate with?
TAP connects to Mitratech’s own products (HotDocs, CaseCloud™, LegalHold, and TeamConnect) along with DocuSign, Adobe Sign, SSO, and Active Directory out of the box, plus additional third-party systems like Okta via API.
Is this suitable for firms of all sizes?
Yes. TAP scales with unlimited users and records, so firms can grow — more matters, more staff, more data — without hitting cost or access limits.
©2026 Mitratech, Inc. 保留所有权利。
©2026 Mitratech, Inc. 保留所有权利。