TapInfo/Solutions/Law firms
For firms where relationships are the business.
Partners, associates and business development teams meet people at seminars, client lunches and conferences every week. TapInfo keeps each introduction with its context, and keeps work relationships with the firm when people move on.
From a seminar to an instruction.
A breakfast seminar
An associate meets a finance director and taps her card. He sees her current profile, not a card printed before her promotion.
A note on the way out
She adds: “Asked about our conveyancing turnaround. Send case study.” It’s saved with the time and the event.
The follow-up
Two days later the context is all there. The email gets written that afternoon.
Eighteen months on
The associate moves firm. His card is revoked; the relationships he made on firm cards stay with the firm.
The parts you’ll use most.
Firm-approved design
One design across the firm, approved once, used everywhere.
Clean offboarding
Revoke every card a leaver holds in one action.
Private notes stay private
Admins see card activity, never personal notes.
Evidence for your risk team
Published controls, data retention and subprocessors in the Trust Centre.
Profiles that stay current
Titles, practice areas and contact details update once, everywhere.
Event reporting
See which seminars and conferences start relationships.