SimpleLegal vs. Mitratech TAP Workflow Automation

SimpleLegal is easy to use and easy to understand for everyone in the legal department. Their customer service is typically quick to respond and solve any issues that may arise on the customer side as well as the vendor side (CounselGo). There has been a bit of customer dissatisfaction since being acquired by Onit but the enhancements and roadmap continue to look promising.

Incentivized

From my few months of using the tool, I believe the tool would be best suited for Legal Ops (Contracting) & Procurement. Maybe even in competitive bidding (strategic sourcing: eg RFP & RFX). The tool may be less appropriate for Payment Processing/Collecting.

Incentivized

• SimpleLegal does a great job tracking expenses.
• SimpleLegal does a great job at creating, tracking and analyzing matters.
• SimpleLegal does a good job with reporting and analytics.

Incentivized

• Creating a user community and sharing knowledge of automation best practices.
• Easy to use form and workflow builder.
• Responsive and knowledgeable technical team.

Incentivized

• Budget tracking.
• Admin independence (being able to make system improvements/enhancements/changes without needing a SL rep).

Incentivized

• Adding form fields can be quite tedious as it has to be added to every stage/relationship.
• It's difficult to remember where a certain condition/formula sits.
• I wish the workflow itself can be exported for presentation/demo/documentation purposes.
• I wish there was a way for more than one admin to configure the tool at the same time.

Incentivized

SimpleLegal was much easier to use and train users on than Time Matters. SimpleLegal had all of the functionality but not as many customizable features as Time Matters.

Incentivized

Autodesk selected TAP because of its ability to handle more complex workflows. We vetted a lot of "light" automation solutions but wanted a tool that was flexible enough to handle our more extensive use cases.

Incentivized

• Able to track in real-time legal spend against budgets to hold outside counsel responsible while meeting our fiscal demands--rather than wait on Finance report monthly/quarterly/etc.

Incentivized

• Required fields force robust disclosure information up front.
• Workday integration enables pre-population of fields which reduces manual entry and saves compliance time.
• Emails, communications, and disclosure decision memos and stored in a centralized database which helps our team keep compliant records.
• Automated reminders have led to less ‘chasing’ by compliance.
• Improved UX has encouraged and increased disclosures, mitigating our company's risk.

Incentivized