ApproveThis manages your CaseLocker Integration approvals.

When Your Case Management Needs a Reality Check

Let's be real - law firms and corporate legal departments aren't exactly known for their love of paperwork. CaseLocker does the heavy lifting of organizing client intake, forms, and case tracking. But when every document needs three signatures and a partner's blessing? That's where things get sticky. ApproveThis isn't another tool to clutter your stack. It's the missing piece that turns CaseLocker from a document graveyard into an actual workflow.

Think of it like this: CaseLocker keeps your cases in line. ApproveThis keeps your people in line. Together, they automate the "Hey, did you sign off on..." follow-ups that eat up 27% of your team's day (we did the math so you don't have to).

Why This Combo Doesn't Just "Work" - It Actually Solves Sh*t

Most integrations just shuffle data between apps. This one fixes the approval bottlenecks that make legal teams want to bill their own firms by the hour. Here's the breakdown:

CaseLocker's Strengths (When Left Unsupervised)

Client portals that don't look like they were designed in 1998? Check. Secure document handling? Obviously. But when you need to get 4 partners to approve a settlement offer before the client portal updates? Crickets.

ApproveThis's Secret Sauce

We handle the cluster of approvals that happen before anything hits CaseLocker. Multi-step signoffs with conditional logic (because not every NDA needs the managing partner). Automatic escalations when someone's "reviewing" turns into a vacation. And the kicker? Approvers don't need a CaseLocker login. Perfect for external counsel or that one partner who still prints emails.

Real-World Use Cases That Don't Suck

These aren't hypothetical "maybe someday" scenarios. These are the actual automations legal ops teams are building right now:

1. Client Intake That Doesn't Require a Psychic

New client submits intake forms through CaseLocker  ApproveThis pings the right practice group lead based on case type  Only approved leads get added to matters.

Who This Saves: Mid-size firms drowning in conflict checks. Corporate legal teams filtering internal requests. Pro tip: Use approval thresholds to auto-approve routine requests below $50k.

2. Settlement Approvals That Don't Miss Deadlines

Partner updates case status in CaseLocker  ApproveThis routes the settlement terms to finance + compliance  Once approved, CaseLocker automatically notifies the client portal.

Who This Saves: Insurance defense firms dealing with adjusters. In-house teams coordinating with external counsel. Bonus: Set up vacation delegation so out-of-office partners don't bottleneck urgent approvals.

3. Outside Counsel Invoices That Don't Require a Forensic Audit

Vendor submits invoice through CaseLocker  ApproveThis routes it to matter lead + billing  Approved invoices get paid; disputed ones kick back with comments.

Who This Saves: Firms tired of 120-day payment cycles. Legal departments keeping outside spend in check. Use calculated fields to flag invoices exceeding matter budgets automatically.

Setting This Up Without Calling IT

If you can build a Zapier zap, you can do this. Here's the cheat sheet:

1. Connect the Apps: Zapier handles the plumbing. ApproveThis + CaseLocker play nice out of the box.
2. Pick Your Trigger: New CaseLocker form? Status update? Document upload? That's your starting point.
3. Build the Approval Chain: Assign approvers, set escalation rules, add conditional logic if you're feeling fancy.
4. Close the Loop: Approved? Update CaseLocker automatically. Denied? Send feedback to the right inbox.

Pro tip: Start with one workflow (like intake approvals) before automating your entire litigation process. Baby steps.

Why Your Teams Will Actually Use This

For Managing Partners:

Fewer 2 AM "approve this" emails. Real-time visibility into bottlenecks. Bill more hours because you're not chasing signatures.

For Associates:

Stop playing secretary. Get clear approval paths instead of guessing who needs to sign off. Actually meet court deadlines.

For Legal Ops:

Audit trails that don't require a subpoena. Automate compliance checks. Prove your value beyond "the person who nags about approvals."

The Bottom Line (Because Time is Money)

ApproveThis + CaseLocker isn't about flashy features. It's about fixing the approval black holes that cost your firm actual revenue. We're talking:

• 28% faster client onboarding (based on actual customer data)
• 63% fewer "Who has this?" status meetings
• 100% less passive-aggressive approval chase emails

This isn't automation for automation's sake. It's about giving your team back the hours they spend herding approvals - so they can actually practice law.

Ready to Stop Being a Approval Babysitter?

If you're still manually routing CaseLocker documents for signatures, we need to talk. Book a 15-minute demo and we'll show you how to:

• Set up your first CaseLocker approval workflow in under an hour
• Slash approval delays without adding more software logins
• Get your partners on board (we've got the playbook)

Or start a free trial and connect your first Zapier automation today. No legal jargon required.