About TAP Workflow Automation


TAP Workflow Automation is a cloud-based business process management solution designed to help small to large size legal businesses manage collaboration, non-disclosure agreements, publishing, process optimization and compliance. The platform offers centralized access to all the organizational data with audit trails and trackable forms.

The platform provides a host of features such as electronic signatures, customizable dashboard, access permissions, document tracking, graphical workflow editor, archiving, dynamic forms, drag-and-drop interface and multi-language support. TAP Workflow Automation offers real-time tools that enable users to manage teams, edit documents and contribute to projects. Additionally, the platform provides dedicated login portals for clients and partners. 

TAP Workflow Automation integrates with various third-party applications such as Adobe, DocuSign, Secured Signing, iManage, Microsoft Office, Salesforce and okta. Pricing of the product is available on request and support is extended via phone, email and online helpdesk.



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Supported Operating System(s):

Web browser (OS agnostic)

7 Reviews of TAP Workflow Automation

Average User Ratings

Overall

4.86 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(6)

4 stars

(1)

3 stars

(0)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

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Showing 1-7 of 7 reviews

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June 2016

Emily from NetApp, Inc.

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2016

You're losing time & money if you aren't using this tool

I can't say enough wonderful things about TAP as a solution and ThinkSmart as a company. It allows us to automate incredibly manual processes, reduce email traffic, have an audit trail, and reduce the amount of time we need to spend training people on a particular process. We are now confident that processes are followed consistently and properly because TAP is guiding the individual through the process each step of the way. The best part - you can configure each workflow yourself! You don't need IT involvement, you don't need to know how to code, you just need to know your process and you're ready to go. As for the company ThinkSmart, they are the most wonderful group of people I've worked with. They truly care about your success, are incredibly intelligent and provide wonderful advice on how best to redesign your process, and are with you every step of the way.

Pros

It's incredibly powerful but easy to use at the same time. You don't need much training to get started on configuring a workflow but, at the same time, the tool has so much power that you are constantly learning new tips & tricks to make your process better. I love the UI - you simply drag and drop boxes onto a screen to configure the workflow steps and then drag fields onto the screen to tell the system what information you need to capture. I also love that, for someone that needs to initiate a workflow, you can give them a direct link to that particular workflow and they don't need to navigate through a system to find the right link. Lastly, it easily integrates with e-signature tools which allows you to take your process to a whole new level.

Cons

I honestly can't think of something I don't like about the software.

October 2017

Justin from Keesal, Young & Logan

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2017

TAP is a transformative tool and a catalyst for streamlining complex, distributed processes

It is changing the way we approach streamlining complex, distributed processes. We love it.

Pros

The ThinkSmart Automation Platform (TAP) enables subject matter experts to redesign and streamline workflows for maximum efficiency and consistency. The forms designer is easy to use and chock full of feature options. The workflow designer allows a business analyst or other professional to design and build the workflow at the same time with a super simple drag-and-drop interface. None of this requires coding or programming experience. In our experience, the best ideas come from the front line people who are actually doing the work, and TAP allows us to quickly design, share, revise and launch workflows in a collaborative manner that empowers those people to focus on possibilities rather than limitations. The TAP platform is the best technology investment we have made in years and we feel like we are just getting started.

October 2017

Yuka from Electronic Arts, Inc.

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

October 2017

Easy to configure and stood up our first workflow in one week. No programming!

1) Further roll-out e-signatures. 2) Able to create self-service legal documents which allows Legal to focus more on high value transactions instead of NDAs and the like. 3) Reduce turn-around time on change requests and bug fixes because we are not dependent on 3rd party developers or IT.

Pros

I have two: 1) Flexible - TAP can be configured to automate virtually any process. 2) TS team starting with Paul Hirner. Great partner.

Cons

Self-help guide for admins needs to be more robust and searchable. An example is using formula fields...I had to email TS team 3x in order to figure out how to use it properly.

October 2017

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

October 2017

Use ThinkSmart to automate business processes and document.

Efficiency, effectiveness, lean processes etc.

Pros

The visualisation of workflow design makes it so easy to create automated business processes quickly.

Cons

Lawyers require very specific document automation functionality and the document automation whilst fantastic can be a little bit unwieldy when creating legal documents (with clause sub-numbering, cross referencing etc).

October 2017

James from Dolby Laboratories

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2017

Highly intuitive and configurable.

The software is very intuitive for users, and easy to configure on the backend.

Pros

TAP is very configurable, and the support team is very responsive to requests for additional functionality.

January 2016

Deana from SpendVu

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

January 2016

Excellent product for building and managing processes

ThinkSmart's Transaction Automation Platform is an incredibly easy to use product that allows users to build both simple and complex workflows. The tool is very sophisticated in how all pieces, such as data sources, form fields, metrics, and e-signature, work together. The real power in the product is the ability to create a form/workflow iteratively until a final version is reached. The Customer Success team is amazing, suggesting industry best practices during initial setup, providing top-notch training after setup completed, and supplying excellent support after go-live.

January 2016

cecilia from yahoo inc.

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

January 2016

Thinksmart empowers company users to manage workflow processes easily, quickly and efficiently.

Awesome product ! The product itself is easy to learn and actually fun to work with. The product allows users to include powerful features, such as email approvals, conditional logic by stage, esignature functionality, prepopulation and data source mapping. And best of all, Thinksmart provides outstanding customer support and training.