2B Advice
TEL: +1 (858) 366-9750

Legal Workflow Automation Software

Legal Workflow Automation Tools Overview

2B Advice PrIME workflow automation software tools help you to be proactive and save time in performing the day-to-day tasks required to manage your privacy program.

What Are the Benefits of Workflow Automation in Data Privacy?

Workflow Automation in Data ProtectionLegal workflow automation streamlines your data privacy program management, removing repetitive tasks while ensuring consistency and auditable methods.

There are numerous great benefits of workflow automation. The best privacy compliance software offers cost effective, scalable, auditable functions such as automated workflows which save time, reduce risk and errors, and allow companies meet their privacy goals with fewer resources and time invested. Using workflow automation tools can also reduce the chance of incurring fines or penalties from missed GDPR or CCPA timelines for responding to subject rights requests.

Workflow automation software removes repetitive tasks such as emails, reminders, assignments, and tracking. Virtually anything that needs done repeatedly can be automated with workflows.

How Does Data Automation Workflow Work?

By organizing daily recurring tasks in a set order, it is possible to minimise the risk of overlooking certain crucial activities, to identify possible improvement in the end to facilitate the monitoring and the documentation process.

Workflow automation is a series of triggers that can schedule tasks, make assignments, send an email or a variety of other activities that are part of privacy compliance management.

Overview of Our Most Valuable Features

Data Flows Privacy Activities Document Data Privacy Controls Custom Privacy Report & Form Templates Privacy Software Benchmarks Privacy Software Collaboration Trainings Privacy Software Compliance Privacy Software Audits Data Privacy Statement Generator Workflows Consent Manager Data Subject Request Forms Cookie Consent Plugin

Document Data Flows and Privacy Activities

Map personal data and its flow

Simply follow the process-by-process forms and see your personal data and privacy activity map appear. Link individual data processes directly to corporate policies to track compliance as well.


Document Data Privacy Controls

Struggling To Manage And Document Your Data Privacy Controls?

2B Advice PrIME gives you the tools you need to implement and manage all aspects of your data privacy and security program by providing a simple, integrated system.


Custom Privacy Report & Form Templates

Easily Generate And Customize Privacy Reports And Forms

Once you've documented your environment, 2B Advice PrIME pulls together relevant elements, including your corporate identity and logo requirements and compiles a detailed, professional document that you can edit before filing.


Compare Measures to Benchmark

Use Our Database Of Privacy Measures To See How Well Your Program Stacks Up

track your improvement over time. Log and easily access proof that all required privacy measures have been completed.


Communicate and Collaborate With Your Data Privacy Team

Communicate Directly With Your Data Privacy Team Members:

Using the 2B Advice PrIME communication center and user management features. Track the progress of reports and audits and receive notifications when these are completed.


Custom Privacy Awareness Training

Implement And Grow A Total Privacy Awareness Training Program Throughout Your Organization

With 2B Advice PrIME, privacy officers and managers can develop and execute first-class privacy awareness training programs to further elevate privacy and security knowledge.


Manage Your Data Privacy Compliance

Implement And Manage The Data Privacy And Security Requirements

2B Advice PrIME will help you to implement and manage the data privacy and security requirements of regulatory, national and international standards.


Run Your Own Data Privacy Audit (Internal/External)

Conduct comprehensive data privacy with built-in audit catalogs.

Focus either on a single division or data flow within your organization or on your organization as a whole. You can define, create, run, score, report and evaluate your data privacy.


Data Privacy Statement Generator

Quickly and easily generate compliant data privacy statements.

Follow the wizard to generate privacy policies appropriate to your business. Route for review, then place the code on your site.



Advanced workflow capabilities include multi-level workflows and automation.

Predefined Workflows can be set for serial as well as parallel processing. Workflows can be used to improve the speed and accuracy in defining measures and tasks, assigning measures to others, approvals, rejections, scheduling, and tracking.


Consent Manager

Manage legally required opt-in/opt-out functionality and associated attributes with 2B Advice PrIME Consent Manager.

Attributes of consent from the consenting party are captured with audit trail. REST API supports integration with relevant systems such as tag management.


Data Subject Request Forms

Data Subject Request Forms ensure auditable tracking and timely response to each request.

For data processors and data controllers, there are specific record-keeping requirements around the time to respond, the ability to request an extension, the requirement to validate the identity, and securely transmitting the response to the individual.


Cookie Consent Plugin & SaaS Solution

Manage Your GDPR / CCPA Compliance Cookie Consent

The Cookie Consent Management Dashboard allows you to configure and tailor your cookie consents on different websites and even subdomains. It's an SaaS tool that always stays updated according to GDPR/CCPA regulations such as as of September 2020.


Workflow Automation Features

Workflows can be predefined and automated when a selected event occurs. If, for example, a request is received from an affected person, a workflow is started to ensure that it is answered and documented as quickly and accurately as possible. Many different business functions can benefit from the power and flexibility of using workflow automation tools such as for:

  • Marketing Automation Workflow
  • Email Workflow Automation
  • Legal Workflow Automation
  • Business Workflow Automation
  • Finance Workflow Automation
  • Human Resources and Payroll Workflow Automation
  • Compliance and Risk Management Automation
  • Vendor Management Assessment Automation

There are many useful tasks that automation can support. 2B Advice PrIME expands upon the existing simple workflows and wizards used for frequently occurring data privacy events such as:

  • Definition of a Measure or Task
  • Assigning a Measure to an Individual or Groups
  • Approvals and Rejections
  • Scheduling and Tracking
  • Multi-Level Workflows

Below are just a few of the privacy processing activities that can be augmented with automation:

  • Handling a Subject Rights Request in a timely manner
  • Handling a Data Breach Notification
  • Implementation of a Record of Processing Activities (Ropa)
  • Data Privacy Impact Assessment (DPIA) or Privacy Impact assessment (PIA)

Date Privacy Software 2B Advice PrIME

2B Advice offers an intuitive, easy to configure workflow tool. Simply drag and drop the elements to create an easy workflow to manage just about anything you can imagine for your privacy program!

2B Advice PrIME offers the most complete and robust set of tools needed to manage your privacy compliance for GDPR, CCPA, or other regional or national data privacy and privacy programs. Get started with it today and take the repetition out of privacy compliance management.

Made in Germany

Our software was developed according to German data protection guidelines.

Since 2003
SINCE 2003

We are one of the providers with the longest experience in the market.

International Team

Our data protection expertise is transnational and we work internationally.

2B Advice PrIME workflow automation helps you be proactive in data privacy.

Data Privacy Workflow ManagementLegal workflow automation streamlines your data privacy management, removing repetitive tasks while ensuring consistency and auditable methods. Workflows can be predefined and automated when a selected event occurs. If, for example, a request is received from an affected person, a workflow is started to ensure that it is answered and documented as quickly and accurately as possible.

2B Advice PrIME offers several types of workflows: serial, parallel, combined.

2B Advice PrIME expands upon the existing simple workflows used for frequently occurring data privacy events such as:

  • Definition of a measure or task
  • Assigning a measure to an individual or groups
  • Approvals and Rejections
  • Scheduling and Tracking



Multi-level Workflows


In addition, it is possible to define serial and parallel workflow process and automate as appropriate.

  • Serial: Workflows that require execution/completion of a previous task before moving on to the next task.
  • Parallel: Workflows that can execute simultaneously with no dependencies on each other.
  • Combined: Parallel and Serial Workflows maybe combined to provide the most flexibility possible.
Questions? Contact Us Today! SEND MESSAGE or call +1 (858) 366 9750
Gartner Cool Vendor

Privacy consultancy 2B Advice named a "Cool Vendor" by Gartner

IAPP Gold Member

2B Advice is an IAPP corporate Gold member


2B Advice awarded Grand Prix of the SME 2014 and the Ludwig 2014

Gold Microsoft Partner

2B Advice is a Microsoft Gold-Certified Partner

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2B Advice LLC
7220 Avenida Encinas #208
Carlsbad, California, USA

Tel: +1 (858) 366 9750

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