TAP Workflow Automation

Mitratech TAP is a flexible intake and workflow automation solution that helps legal teams centralize requests, standardize processes, and improve visibility across legal work. Designed to replace email-driven intake and manual handoffs, TAP enables organizations to route requests through structured, repeatable workflows that improve efficiency, consistency, and responsiveness.

With TAP’s drag-and-drop design tools, teams can create dynamic intake forms and document templates—or import and digitize existing forms—without technical complexity. Workflow logic defines how requests move from one stage to the next, using conditional routing, real-time collaboration, and integrations with existing systems to support even complex processes. One-click publishing makes it easy to launch new workflows or updates on your schedule, while branding options allow workflows to reflect the look and feel of your organization. As needs evolve, teams can continuously refine, republish, and optimize workflows to drive adoption and performance over time.

In TAP, the ARIES™ AI Workflow Agent helps users ask questions in plain language to quickly find the correct workflow, policy or resources. It provides instant links to the right forms, templates, or supporting materials—eliminating time spent digging or waiting for guidance.

TAP supports a wide range of legal, compliance, and business use cases, including legal service requests, contract intake, counsel retention, policy questions and exceptions, third-party due diligence, vendor onboarding, data subject access requests, compliance attestations, and matter intake.