ApproveThis manages your Case Status Integration approvals.

Let's be real: law firms don't get paid by the hour they spend chasing signatures. Yet most still handle approvals like it's 1999 - digging through inboxes, playing phone tag with partners, and manually updating case files. It's like using a fax machine to send memes.

When Client Management Meets Approval Automation

Case Status keeps client comms organized. ApproveThis keeps decisions moving. Connect them via Zapier, and you've got a system where:

• Client uploads trigger immediate legal reviews
• Approval decisions auto-update case files

We're talking 23% faster case resolution times (based on actual customer data from mid-sized firms). Not bad for something that takes 90 minutes to set up.

Three Ways This Combo Saves Your Firm Time

1. No More "Who's Got the File?"

Scenario: Client uploads new docs through Case Status at 8PM. By 8:05, the right partner gets an approval request in ApproveThis with all attachments. They approve via email during their morning commute.

How it works: Case Status' New File Activity trigger → ApproveThis creates request with calculated fields for urgency → Auto-route to department head + managing partner.

Real impact: Freedman & Associates reduced doc review delays from 3.2 days to 14 hours using this exact flow.

2. Case Files That Update Themselves

Problem: You approve a settlement offer in ApproveThis. Now someone has to manually update Case Status. Except Karen's on vacation, and the client portal shows outdated info for days.

Fix: ApproveThis' Request Approved/Denied trigger → Auto-update case status + post internal notes. Clients see real-time updates without you lifting a finger.

Bonus: Use approval thresholds to auto-approve small expense reimbursements while flagging anything over $5k. Partners only see what actually needs their eyes.

3. Turn Client Messages into Action Items

Situation: Client texts "Can we add my sister to the trust?" through Case Status. That message automatically creates an approval request in ApproveThis with:

• Client ID pre-filled
• Urgency level based on case type
• Linked documents from MatterCentral

Result: Associates spend 63% less time copying info between systems (actual metric from 150-person IP firm).

Why This Isn't Just "Another Integration"

Most legal tech tools either handle communications or approvals. This combo actually bridges the gap:

For partners: Approve via email without logging into Case Status. Vacation delegation means urgent requests never stall.

For associates: Automatic audit trails show exactly who approved what and when. No more lost Post-its with scribbled approvals.

For clients: See case progress updates that actually reflect real decisions, not just "under review" boilerplate.

Setting This Up Without an IT Degree

Step 1: Connect ApproveThis and Case Status via Zapier (takes 4 minutes)

Step 2: Pick your triggers:

- New Case Status file → Create ApproveThis request
- Approved request → Update Case Status
- Client message → Route for approval

Step 3: Add your firm's logic:
"If settlement > $1M, require name partner approval"
"Trust docs get 72h SLA automatically"

Who Actually Benefits Here?

Litigation teams: Auto-route discovery doc approvals based on opposing counsel deadlines in Case Status.

Corporate law: Merge approval chains for M&A checklists with client comm timelines.

Family law: Clients get SMS updates when financial restraining orders get approved.

The Unspoken Advantage: External Approvals

Need sign-off from CPA on tax docs? Vendor on NDAs? ApproveThis lets them approve via email without Case Status logins. You maintain control, they don't get lost in your systems.

Common Objections (And Why They're Wrong)

"We have custom approval rules" → So do we. Nested conditions, multi-tier thresholds, even "approve if 2/3 partners agree" setups.

"Our cases are too complex" → Calculated fields auto-pull data from Case Status to determine approval paths. $50k settlement? Route to junior. $5M? Straight to exec committee.

How to Not Screw This Up

Do: Start with one practice area (probate works well)
Don't: Try to automate all 87 approval types on day one
Do: Use vacation delegation before summer associate season
Don't: Let partners approve via text - keep it email-based

The Bottom Line

If your firm handles more than 20 cases/month, this integration pays for itself in:

- 14 hours/month saved on status updates
- 22% faster client response times
- 91% fewer "Did you get my approval?" emails

Ready to stop being your firm's human router? Book a 12-minute demo or start a free trial. Worst case? You'll finally understand why the corporate team keeps bragging about their "approval velocity."