How ApproveThis + Infotems Cuts Approval Chaos for Legal Teams (and Everyone Else)

Let’s be real: approval processes suck. Chasing down signatures, lost emails, “who’s supposed to review this again?” – it’s like herding cats with a laser pointer. Now imagine that mess in a law firm, where a single missed step could mean malpractice claims or pissed-off clients. Not ideal.

That’s why pairing ApproveThis (your approval automation wingman) with Infotems (the legal case management powerhouse) isn’t just smart – it’s survival mode for any team dealing with compliance-heavy workflows. And thanks to Zapier, you can stitch these two together without needing an IT degree.

Why This Combo Works Like a Caffeine IV for Your Workflows

Infotems keeps your cases organized. ApproveThis slaps structure onto your approval chaos. Together? They’re the productivity equivalent of putting rocket fuel in your morning coffee.

Where Most Legal Teams Get Stuck (and How This Fixes It)

Legal ops isn’t just about billable hours anymore. It’s about audit trails, client permissions, and making sure junior associates don’t accidentally approve something that’ll get the firm sued. The problem? Most case tools treat approvals as an afterthought. That’s where ApproveThis comes in – it’s the missing “adult supervision” layer.

Real Benefits That Don’t Sound Like Corporate Buzzword Bingo

This isn’t about “synergy” or “digital transformation.” It’s concrete stuff:

• No more “I thought YOU reviewed it!”: Every approval (or rejection) gets logged with timestamps and reasons. Perfect for when regulators come knocking.
• Client updates that don’t require 12 emails: Auto-approve routine stuff, escalate only what matters. Clients think you’re psychic.
• Stop paying for SaaS seats you don’t need: External approvers (clients, external counsel) just click an email link. No new logins, no extra fees.

Use Cases That Actually Matter (Not Just Fluff)

1. When New Clients Come Knocking

The Problem: Your intake team adds a new contact in Infotems. Now three partners need to vet them for conflicts. Cue the email chain from hell.

The Fix: Zapier triggers an ApproveThis workflow the second that contact hits Infotems. Each partner gets a sequential approval request (with all relevant case files attached). First partner approves, next one gets it automatically. If someone’s on vacation? It skips to their backup. No emails, no spreadsheets, just done.

2. Untangling Group Permissions Without Losing Your Mind

The Problem: Adding a paralegal to a client group in Infotems shouldn’t require a partners’ meeting. But sometimes it does (thanks, confidentiality laws).

The Fix: Set up approval thresholds. Adding to low-risk groups? Auto-approved. High-stakes matter? Routes to the managing partner with a one-click deny/approve button in their inbox. Bonus: Use calculated fields to auto-flag groups that need extra scrutiny based on case type.

3. Delete Requests That Don’t Haunt You Later

The Problem: Someone deletes a contact. Was that intentional? A mistake? Cue the frantic data recovery requests.

The Fix: Any deletion in Infotems kicks off an approval request with a snapshot of what’s being nuked. IT head approves? Gone for good. Denied? It’s restored before anyone notices. All without some server admin digging through backups.

Setup That Doesn’t Require a PhD (Seriously)

If you can order DoorDash, you can set this up:

1. Connect the Apps: Zapier account (free tier works). ApproveThis + Infotems connected in 2 clicks.
2. Pick Your Trigger: “New contact added” in Infotems? “Case file updated”? Your call.
3. Build the Approval Flow: Drag-and-drop who needs to approve what. Add conditions (e.g., “If estimated case value > $50k, escalate to CFO”).
4. Test with a Fake Client: Because breaking production data is… awkward.

Teams That Stop Dreading Approvals

Legal Ops Teams:

Auto-route NDAs, contract approvals, or conflict checks based on case type in Infotems. Use vacation delegation so the work doesn’t pile up when someone’s in court.

HR & Compliance:

New hire added in Infotems? Trigger approvals for background checks or device access. All records stay synced without manual digging.

Client-Facing Teams:

Share approval links directly with clients for document sign-offs. They approve in email; it auto-updates Infotems. No portal logins, no “I forgot my password.”

Features You’ll Actually Use (No Bloatware Here)

ApproveThis isn’t trying to be everything. But for approvals? It’s got the goods:

• Email Approvals: Approvers don’t need another app. Just click “approve” or “deny” in their inbox.
• Threshold Escalations: Auto-route high-value requests up the chain. Under $10k? Maybe the junior associate handles it.
• Real-Time Dashboards: See every pending approval across all Infotems cases. Color-coded, filterable, actually useful.

The Bottom Line (No Fluff, We Promise)

If your Infotems data needs human decisions, ApproveThis automates the busywork. No more lost requests, zero license sprawl, and clients who think you’ve got your act together.

Next steps: If you’ve got more approvals than coffee cups on your desk, it’s time. Book a 10-minute demo or start a free trial. Worst case? You save a few hours a week. Best case? You finally get to leave the office before dark.