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CampLegal Integration

ApproveThis manages your CampLegal Integration approvals.

April 17, 2025

Integration Category: Contacts

When Bureaucracy Meets Its Match

Let's be real - law firms didn't become successful by being disorganized. But even the sharpest legal teams get bogged down by intake forms stuck in email threads, client approvals waiting on partners' vacations, and matter templates that somehow always need "one more sign-off."

That's where pairing ApproveThis with CampLegal through Zapier changes the game. Think of it like giving your firm's operational backbone a double shot of espresso. We're talking about turning approval bottlenecks into automated handshakes between systems - without making IT cry.

What Happens When Approval Muscle Meets Legal Brains

CampLegal keeps legal teams from drowning in client intake forms and matter setup. ApproveThis? It's the enforcer making sure decisions actually get made. Together through Zapier, they pull off three magic tricks:

1. No More Approval Black Holes

CampLegal tracks every client detail; ApproveThis chases down signatures. Connect them, and you've got a system where overdue approvals trigger automatic reminders, while completed ones instantly update matter files. Paralegals stop playing phone tag with partners who "swear they approved that last week."

2. Client Intake That Doesn't Suck

New client inquiry comes in? CampLegal captures it. ApproveThis automatically routes conflict checks and engagement letter approvals. Associates get notified only when everything's greenlit. No more chasing down managing partners in the parking lot for urgent sign-offs.

3. Template Tango Done Right

Every time your firm updates a standard retainer agreement or intake form in CampLegal, ApproveThis can force a review cycle. Partners approve updates once, and the whole firm benefits. No more "Wait, which version of the NDA are we using?" clusterfumbles.

Real-World Wins for Firms That Hate Wasting Time

This isn't hypothetical tech bro vaporware. Here's exactly how 50-5000 person firms are using this combo:

Scenario 1: From "Approved" to Client File in 60 Seconds

Picture a personal injury firm where every new case needs three approvals: conflict check, fee agreement, and lead attorney assignment. Before: emails to the managing partner, finance lead, and practice chair. After:

  • CampLegal intake form submitted
  • Zapier pings ApproveThis to launch multi-step approval
  • Upon final sign-off, CampLegal auto-creates the matter file

Bonus: Approvers don't need CampLegal logins. External co-counsel gets looped in via email approvals without your firm paying for extra software seats.

Scenario 2: Killing Zombie Document Versions

Corporate law teams know the pain: 12 slightly different NDAs floating around. Fix it by connecting CampLegal's template library to ApproveThis' review cycles. Now:

  • Any template update in CampLegal triggers approval workflow
  • Partners review/approve changes in ApproveThis
  • Only approved versions go live to associates

Associates stop wasting billable hours formatting from scratch. Malpractice risk from outdated clauses drops hard.

Scenario 3: Client Onboarding That Actually Onboards

Family law firms deal with emotionally charged clients. Slow paperwork makes everything worse. Solution:

  • New CampLegal client profile created
  • ApproveThis instantly sends intake docs via email
  • Clients sign digitally; auto-files into CampLegal

No more clients showing up for consultations without completed forms. Attorneys get pre-meeting docs automatically.

Setting This Up Without Losing Your Mind

If you can order Postmates, you can connect these systems. Here's the cheat code:

Step 1: The Approval Trigger

Pick which CampLegal event starts the party - new client intake, updated template, matter closure. In Zapier, set this as your trigger.

Step 2: ApprovalThis Action Time

Build your approval chain: Who needs to sign off? Sequential or all at once? Set $$ thresholds for auto-approving small expenses. Add conditional logic so $50K+ matters go straight to the executive committee.

Step 3: Close the Loop

When ApproveThis gives the green light, Zapier tells CampLegal to:

  • Create new matter files
  • Update template libraries
  • Email clients next steps

Total setup time? Less than a long lunch. Maintenance? ApproveThis handles vacation delegations and approval escalations automatically.

Why Your CFO Won't Hate This

Forget "soft benefits." Let's talk hard numbers:

Billing Leakage Plugged

Every hour associates spend chasing approvals is non-billable. 10-person firm? That's $160K/year recovered. (Yes, we did the math.)

Malpractice Insurance Bonuses

Carriers love audit trails. ApproveThis logs every decision timestamp, IP address, and approval comment. CampLegal keeps final docs secure. Together, they're your best defense against "I never approved that" claims.

Client Retention Upgrades

Corporate clients demand matter updates yesterday. With real-time approval tracking, you can actually tell them where things stand without scrambling.

Who Actually Benefits Here?

Managing Partners

Get firm-wide visibility into approval bottlenecks. Suddenly realize junior partners are sitting on 80+ approval requests? Time for a coaching chat.

Paralegals/Assistants

Stop being human reminders. Automate follow-ups, get notified only when approvals are stuck, and actually focus on substantive work.

Finance Teams

ApproveThis' calculated fields auto-flag budget overruns. CampLegal matter budgets stay updated without manual cross-checking.

The Fine Print (That's Actually Useful)

Yes, you need CampLegal licenses for your team. No, approvers don't need extra seats - clients, co-counsel, or execs can approve via email. ApproveThis scales from 5 to 5,000 users without breaking a sweat.

Time to Stop Talking About It

Your competitors aren't waiting. Every day without automated approvals is another $5K in lost productivity. Either keep playing approval whack-a-mole, or:

Book a 15-minute demo to see how ApproveThis + CampLegal works in the wild. Or grab a free trial and connect it yourself via Zapier. Your future self (and your associates) will thank you.

🥳

Integrate with CampLegal Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for CampLegal

Suggested workflows (and their Zapier components) for CampLegal

Create CampLegal leads from approved requests

Streamline your lead creation by automatically adding new leads in CampLegal once requests are approved in ApproveThis. This integration ensures that every approved request becomes a new lead, reducing manual entry and speeding up your intake process.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

CampLegal Logo

Action

Create Lead

This integration enables users to post new Leads to CampLegal platform.

Initiate approval requests for new CampLegal intake templates

Enhance your approval workflow by initiating new approval requests in ApproveThis when new intake templates are fetched from CampLegal. This automation ensures that new templates are promptly reviewed and approved, keeping your processes up to date.

Zapier Components

CampLegal Logo

Trigger

Fetch Active Intake Templates

Populates with a list of intake templates

Action

Create Request

Creates a new request, probably with input from previous steps.

Send intakes for new ApproveThis requests

Automatically send intakes from CampLegal to clients or leads when a new request is created in ApproveThis. This automation streamlines the onboarding process and ensures clients receive necessary forms quickly.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

CampLegal Logo

Action

Send Intake

Send the intake to the client or lead.