ApproveThis manages your Evolio Integration approvals.

When Legal Meets Approval Automation

Let’s get real: legal workflows are about as fun as a subpoena. Between case management, client approvals, and compliance checks, most law firms waste more time chasing signatures than actually practicing law. That’s where pairing Evolio’s legal ops muscle with ApproveThis’ approval automation chops turns “waiting on someone” into “done before your third coffee.”

Evolio handles the legal heavy lifting – case files, client data, matter tracking. ApproveThis handles the human part – getting decisions unstuck from inboxes. Together through Zapier, they automate the approval bottlenecks that turn 15-minute tasks into week-long email chains. We’re talking client intake approvals that happen during lunch breaks, contract sign-offs that don’t require hunting down partners, and compliance checks that actually check themselves.

Why This Combo Doesn’t Suck

Evolio keeps legal teams from drowning in paperwork. ApproveThis keeps approvals from drowning in Gmail. Connect them, and you’ve got something rare: a legal workflow that doesn’t rely on someone’s iPhone notifications.

Evolio’s Side of the Deal

Evolio gives law firms a single place to manage cases without the admin headache. Matter tracking? Check. Client communication logs? Done. But when a case needs sign-off from a partner not knee-deep in the system, things stall. That’s where most legal tech taps out.

ApproveThis’ Party Trick

ApproveThis doesn’t care if your managing partner lives in Outlook or on a golf course. Email approvals, conditional workflows, and auto-escalation mean decisions happen where people actually look. Bonus: approvers don’t need an Evolio login. Perfect for external counsel or that one partner who still prints emails.

Real-World Uses That Don’t Require a JD

This isn’t about tech for tech’s sake. These are actual time saves for firms billing by the hour:

1. Client Intake That Doesn’t Intake Your Week

Scenario: New client onboarding in Evolio triggers an approval chain for conflict checks and engagement letters. ApproveThis routes it to the right people based on case type – partners for corporate clients, associates for family law. Email approvals mean even non-Evolio users (looking at you, external compliance) can greenlight things without a login.

Firms using this: Cut intake approval time from 3 days to 4 hours. Also avoided 12 separate “Did you see my email?” follow-ups.

2. Contract Amendments That Don’t Require a Blood Pact

When Evolio tasks get updated (like contract revisions), ApproveThis auto-creates approval requests with tracked changes. Partners approve via email, which auto-updates the Evolio case. No more sending PDFs back and forth with “See page 3” sticky notes.

3. Compliance Audits That Actually Happen

Auto-send quarterly compliance checks as ApproveThis requests. Escalate unresponsive approvers after 48 hours. ApproveThis’ audit trail gives you a paper trail that’s not actually paper. Bonus: Vacation mode automatically reassigns approvals when someone’s out – no more waiting for Sheila from compliance to return from Maui.

Setup That Won’t Make You Call IT

If you can order lunch through an app, you can set this up:

Step 1: Zapier connects Evolio + ApproveThis. Pick a trigger – new Evolio task, updated case file, whatever’s clogging your workflow.

Step 2: Map Evolio data to ApproveThis fields. Case ID becomes the approval reference, client name auto-fills, etc. Takes 5 minutes unless you’re also eating a sandwich.

Step 3: Set approval rules. Maybe anything over $50k needs two partners. Maybe pro bono cases skip finance. ApproveThis handles the logic; you handle the sandwich.

Pro Tip: Use ApproveThis’ calculated fields to auto-flag requests needing special handling. Like if a case type is “M&A” and hours billed > 200, route directly to the managing partner. No manual checks needed.

Who Actually Benefits (Besides Your Sanity)

Legal Teams:

Associates stop playing approval secretary. Partners stop getting cc’d on everything. Clients stop wondering why simple approvals take a week.

Operations:

Audit trails that don’t require reading 1200 emails. Auto-archiving approved requests to Evolio. Reporting that shows which cases get stuck (and why).

Finance:

Invoice approvals tied directly to Evolio matters. Thresholds auto-approve small expenses but flag big ones. Real-time budget checks before approvals – no more “Oops, we’re over” after the fact.

Features That Matter (No Fluff)

Email Approvals: Let’s be honest – some partners won’t log into another system. Approve via email, it still updates Evolio automatically.

Thresholds: Auto-approve expenses under $1k. Auto-escalate anything over $50k. Because your time shouldn’t be wasted on rubber-stamping.

Delegation: Approver on vacation? ApproveThis auto-reassigns. No more “I’m out of office” ping-pong.

Real-Time Tracking: See which requests are with Sheila, stuck in legal, or waiting on the client. All inside Evolio where you’re already working.

Bottom Line: Stop Approving, Start Practicing

ApproveThis + Evolio isn’t about flashy tech. It’s about getting back to actual legal work instead of herding approval cats. Email-based approvals mean even the least tech-friendly partners can participate. Zapier handles the busywork so you can handle the billables.

If your firm’s approval process involves more than two “per my last email” follow-ups, it’s time to fix what’s broken. ApproveThis integrates with Evolio in under an hour. Or book a demo to see how 500+ firms killed their approval bottlenecks.