A BUYERS CHECKLIST

What Workflow
Automation
Software Adopters
Really Want
Before investing in workflow automation software, be sure it
delivers all the features that users demand from a best-in-class
solution. Then see what actual TAP Workflow Automation
users say about how TAP satisfied these needs – and more!
 3

Configuration
Essentials
• Cloud-based SaaS

• Unlimited user accounts

• Reasonably priced

• Standalone; doesn’t require another product

• Seamless integration with legacy systems

“TAP is a cornerstone of our legal IT infrastructure.

It would be one of the first tools I’d implement if I
were starting from scratch. It’s transformational.”
JEFF FRANKE, YAHOO
Former Senior Director of Global
Legal Operations
 4

Key Features
• Centralized dashboards for governance
and optimization

• Automatic workflow archiving

• Integrated with best-in-class e-signature

platforms

• Scalable to meet future needs

• Embedded multilingual translation

• Meets top security standards

“Adobe Document Cloud eSign

Services reduces the time it takes
to get a document signed. Together,
the possibilities are endless.”

YUKA TZAVARAS, ELECTRONIC ARTS

Senior Manager, Legal Operstions
 5

Ease of Adoption
& Use
• Drag-and-drop form and workflow design via
intuitive UI

• Fast learning and implementation curves

• Individual custom dashboards

• Form-factor and platform-agnostic to work

on any devide

• Workflows can be templated or customized

“It was that simple.”

GREG BENNETT, GILEAD SCIENCES
Manager of Legal Operations
 6

Performance
& ROI
• Delivers immediate improvements in
workflow performance and responsiveness

• Shows quick, measurable ROI

“Not only does workflow automation save

time and money, it has changed the way
we do business...We save, on the average,
$70,000 a week from using electronic
signatures. That’s equivalent to $3.6 MM
a year.”

CONNIE BRENTON, NETAPP

Chief of Staff /Director of Legal Operations
 7

Data &
Infrastructure
• Pre-production & production environments

• Quarterly managed updates

• Only product for building custom

dashboards using workflow data fields

• Designer-defined access and permissions

• No IT assistance or coding required

“The great thing is, we can make all these

changes ourselves....that’s what’s so amazing –
we can do it ourselves. It’s so simple.”
ELEANOR ALDERETTE, JUNIPER NETWORKS
Senior Contracts and Project Manager
 8

Extendability
• Easily adopted across the entire enterprise

• Can integrate with legal management

platform (TeamConnect)

“TAP has the power to connect people

and instill a shared sense of possibility.
I’ve seen that unfold in our firm, with
clients and throughout the legal
ecosystem.”

JUSTIN HECTUS, KEESAL, YOUNG & LOGAN

CIO/CISO
 8

Support
& Service
• Co-innovation support to design custom

solutions to user needs

• Regular support calls to review upgrades

and tickets

• Supported by a legendary support team

known for its ability to listen to user needs.

“They are the most wonderful group of people

I’ve worked with. They truly care about your
success...and are with you every step of the way.”
EMILY TUEBEN, NETAPP
Senior Legal Operations Manager