TAP Workflow Automation
by Mitratech
Design
The drag-and-drop designer empowers you to create dynamic intake forms and document templates, or import and digitizes your existing forms.
Build
Define the flow of logic that will drive each stage to its next action. Configure your workflow with real-time collaboration, conditional routing, and integrations to your existing ecosystem — all without a single line of code — to optimize even complex processes without ever calling in IT.
Publish
From your first workflow to every update following, one-click publishing makes it easy to go live on your schedule. Add your branding, colors, and logos to match the look and feel of your business and make each workflow your own.
Repeat
Don’t stop with one workflow; continuously drive adoption and performance by revising, republishing, and optimizing your automation roadmap as your business needs evolve.
Potential use cases include:
Onsite Visit Request Approval
Firm Diversity Review
Self-Service NDA
Coverage Opinions
Vendor Onboarding with Privacy Review (KPL)
Data Inventory and Recertification Request (KPL)
Data Subject Access Requests
Legal/Policy Questions
Policy Exceptions
Regular Compliance Affirmation
Third Party Due Diligence
New Partner Onboarding
Legal Operations
Sourcing Requests
Vacation / Disability Leave Requests
New Independent Contractor Agreements
Legal Services Request Portal
Contract Requests
Counsel Retention
Matter Management Intake
Mitratech acquired Thinksmart LLC in 2018, and enabling the organization to provide the TAP solution.