ApproveThis manages your Legito Integration approvals.

Why Combine ApproveThis with Legito?

Legito’s document automation platform and ApproveThis’s approval management system solve two critical pain points: creating error-free contracts/agreements and getting stakeholders to sign off on them quickly. Together, they turn document workflows from fragmented processes into closed-loop systems where drafts become approved deliverables 3x faster.

Consider a sales team using Legito to generate client contracts. Without automation, they’d email PDFs for review, chase decision-makers for signatures, and manually update records—a process prone to delays and oversights. With ApproveThis integrated via Zapier, contracts trigger approval workflows the moment they’re finalized in Legito. Legal teams review terms in context, sales leads approve discounts via email, and executed contracts auto-update in both systems.

This integration isn’t just about speed—it’s about enforcing compliance while reducing busywork. Approval thresholds ensure contracts over $50K get CFO review. Vacation delegation prevents bottlenecks when approvers are OOO. Calculated fields auto-flag non-standard payment terms. For industries like healthcare, finance, or government contracting, this combo isn’t convenient—it’s essential.

Key Integration Use Cases (With Real Examples)

1. Contract & Policy Review Cycles

When a legal team updates a master services agreement in Legito, ApproveThis can:

• Route the draft to in-house counsel + department heads
• Collect feedback via email approvals with version comparisons
• Auto-publish the final doc once 100% approved

Example: A mid-sized bank uses this flow to update loan agreements. Previously, tracking changes across 5 reviewers took 11 days. Now, parallel approvals with escalation rules cut it to 3.

2. Procurement & Vendor Onboarding

New vendor contracts created in Legito can trigger tiered approvals based on risk:

• Contracts under $10K: Team lead approval
• $10K-$100K: Legal + Finance review
• Over $100K: Requires CRO sign-off

Example: A manufacturing company auto-routes NDAs through ApproveThis. Suppliers receive signable docs within 1 business day vs. 5+ days manually.

3. HR Policy Rollouts

When HR drafts updated employee handbooks in Legito, ApproveThis ensures:

- Labor law attorneys validate compliance clauses
- Department heads approve role-specific changes
- Final versions deploy only after all stakeholders consent

Example: A tech startup avoided 3 compliance fines last year by using approval thresholds to mandate legal reviews on all policy updates.

Setup in 3 Steps (No Coding)

Using Zapier, connect Legito and ApproveThis in under 15 minutes:

Step 1: Create a Zapier account if you don’t have one.

Step 2: Choose your trigger. For most document workflows, select “New Document Version in Legito” as the trigger event.

Step 3: Set the action as “Create Approval Request in ApproveThis.” Map critical fields:

- Document title
- Link to Legito draft
- Approval type (e.g., Legal, Financial, Executive)
- Deadline based on SLA

Test with a non-critical document, then activate. For complex workflows, use ApproveThis’s conditional logic to add parallel approvals or escalation paths.

Team-Specific Benefits

Legal & Compliance Teams

Reduce non-billable hours spent chasing signatures. ApproveThis’s real-time dashboard shows exactly which contracts are stuck, why, and for how long. Escalation rules auto-nudge slow approvers.

Procurement & Operations

Eliminate bottlenecks in vendor onboarding. Approval thresholds ensure high-risk contracts get extra scrutiny without overloading your team with low-value requests.

HR Departments

Speed up offer letter approvals while maintaining controls. Hiring managers can approve standard offers via email, while equity grants route to Compensation Committees automatically.

Sales Organizations

Close deals faster with pre-approved contract templates in Legito. Custom approval chains let sales directors approve discounts up to 15%, while larger deals go to VPs without manual routing.

Critical ApproveThis Features You’ll Use Daily

Email-Based Approvals: External partners (e.g., client legal teams) can review and approve docs without needing a Legito license—they just click “Approve” in their inbox.

Vacation Delegation: When approvers mark OOO in Slack or Google Calendar, requests reroute to their designee. No more “Waiting on Jane” delays.

Calculated Fields: Automatically flag contracts that deviate from standards. Example: If payment terms exceed 60 days, require CFO approval regardless of amount.

Limitations to Consider

While powerful, this integration isn’t a magic wand. Success requires:

- Clear Approval Policies: Define thresholds, approver groups, and escalation paths in ApproveThis upfront.
- Document Tagging in Legito: Use consistent metadata (e.g., Contract Type, Department) to trigger the right approval workflows.
- Training for Approvers: Ensure stakeholders know how to review docs in Legito and respond via email.

Getting Started

Ready to eliminate approval bottlenecks? Here’s your roadmap:

1. Register for ApproveThis (14-day free trial)
2. Explore Legito’s document automation
3. Build your first Zap in under 20 minutes

Prefer a guided approach? Book a demo to see how a law firm cut contract cycle times by 68% using these tools.