ApproveThis manages your Rally Integration approvals.

Why This Integration Isn’t Just Another “Productivity Hack”

Let’s cut to the chase: approval processes suck when they involve chasing down lawyers, clients, or department heads over email. Rally’s built for legal teams to manage matters, but it doesn’t solve the “waiting on someone’s cousin’s neighbor to click ‘approve’” problem. That’s where ApproveThis comes in – we handle the decision-making chaos so Rally can handle the execution.

Together, they turn “Hey, can you approve this?” into a closed-loop system. Think less back-and-forth, fewer missed deadlines, and zero “I thought you were handling that” moments. For teams between 50-5k employees, that’s the difference between hitting Q3 targets and explaining to the board why everything’s delayed.

What Rally Does Right (And Where ApproveThis Fills the Gaps)

Rally’s great at organizing matters, collaborating with clients, and keeping legal workflows on track. But when a new matter needs sign-off from three partners and a client? That’s where things stall. ApproveThis doesn’t replace Rally – we turbocharge it by adding:

• Automatic approval routing based on matter type, dollar amounts, or client tier
• Email-based approvals so external clients don’t need Rally logins

Example: A corporate law firm uses Rally to manage M&A due diligence. With ApproveThis, every new NDA request from the client auto-triggers approvals from compliance officers. Partners get real-time status updates without logging into Rally. The kicker? Approvers only interact via email – no new software to learn.

Real-World Use Cases That Don’t Feel Like Corporate Fluff

1. Client Onboarding Without the 20-Email Chain

When Rally detects a new client user, ApproveThis automatically pings the lead attorney and compliance team. The compliance officer rejects it via email because the client’s in a restricted region. Rally’s matter stays in draft mode until approvals are greenlit. No manual checks, no accidental breaches.

2. Auto-Escalate High-Risk Matters

Set approval thresholds so any matter over $250K routes directly to the executive team. If the GC’s on vacation? ApproveThis delegates to their second-in-command. Once approved, Rally auto-creates the matter with all relevant docs attached. Legal ops spends zero time herding cats.

3. Kill Zombie Requests That Haunt Your Dashboard

ApproveThis adds real-time tracking to Rally matters. If a request sits idle for 48 hours, automatic reminders kick in. Denied requests? They auto-archive in Rally with notes, so you’re not staring at a graveyard of dead-end tasks.

Setup That Doesn’t Require a PhD (or IT Ticket)

Connect Rally and ApproveThis via Zapier in three steps:

1. Create a Zap for “New Matter” in Rally
2. Map matter details to ApproveThis’ request fields (client name, $ value, deadlines)
3. Set conditional rules: “If matter type = litigation, require CLO approval”

Pro tip: Use ApproveThis’ calculated fields to auto-flag matters that exceed budget thresholds. Example: If a litigation matter’s estimated costs exceed $500K, route it to CFO approval before it hits Rally’s active queue.

Why Your Finance Team Will Finally Stop Yelling at Legal

ApproveThis’ audit trails show exactly who approved what in Rally – crucial for SOX compliance or audit requests. Finance gets real-time spend approvals; legal maintains matter integrity. Bonus: Since external approvers don’t need Rally licenses, client approvals don’t blow your software budget.

When to Use This Integration (And When Not To)

This isn’t a magic wand for broken processes. It works best when:

• You have clear approval hierarchies (even if they’re complex)
• Matters require cross-department sign-offs (legal + finance + compliance)

It’s overkill if you’re a five-person startup approving coffee budgets. But for 50+ teams juggling client matters, compliance checks, and budget gates? It’s a no-brainer.

The Bottom Line for Busy Teams

ApproveThis + Rally via Zapier is about eliminating the “approval black hole” that slows down legal and procurement teams. It’s not flashy AI – it’s practical automation that actually works with how humans get stuff done.

Ready to stop playing approval tag? Register for ApproveThis or schedule a demo to see how it plugs into your Rally workflows.

FAQ (The Questions People Actually Ask)

Q: Can clients approve matters without a Rally login?
A: Yes – they get email links to approve/reject. No licenses needed.

Q: What if an approver leaves the company?
A: Approval groups auto-reassign based on current roles in Rally.

Q: How’s this different from Rally’s built-in approvals?
A: We handle multi-department logic, thresholds, and external users – not just basic task checkoffs.