Tapped is a client handoff platform for divorce and family law firms that organizes the responsibilities clients still need to complete once a matter concludes, such as updating financial accounts, changing beneficiaries, transferring property, and other steps outlined in settlement agreements or court orders.
Key features and functions include:
Structured client handoffs
Firms build matter-specific action plans by selecting applicable tasks and adding relevant deadlines and firm-approved instructions.
Client workspace
Clients receive a dedicated, authenticated workspace where they can review action items, track deadlines, and mark tasks complete.
Progress visibility
Firms can monitor client-reported progress after a handoff is delivered; this visibility is read-only and does not allow firms to edit the client’s record on their behalf.
Reusable workflows
Firms can reuse draft handoffs to streamline preparation for similar matters.
Client acknowledgment
Clients can acknowledge completion of their handoff, creating a record of that acknowledgment.
Data isolation and access controls
Each firm’s records are isolated at the database level, and clients access delivered handoffs only through individually issued, time-limited invitations tied to their email address.
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