ApproveThis manages your Lexamica Integration approvals.
April 22, 2025
Integration Category: Communication
Let's talk about why law firms and corporate legal teams waste 23% of their week chasing signatures. It's not because lawyers love paperwork - it's because approval processes weren't built for actual human workflows. Enter ApproveThis and Lexamica, two tools that finally make sense together when connected through Zapier. This isn't just about moving faster. It's about eliminating the "where's my approval?" follow-up emails that haunt your Mondays.
Why This Combo Works For Legal Teams
Lexamica handles case referrals and documentation. ApproveThis handles decisions. Connect them, and you've got a system where:
- New referrals automatically trigger approval chains
- Approved cases convert to active files without manual data entry
- Missing documentation gets flagged before it stalls a case
The kicker? Approvers don't need Lexamica licenses. External counsel, clients, or partners can greenlight actions directly via email while your team keeps working in Lexamica. No more "Can you resend the portal login?" delays.
Four Ways This Integration Actually Solves Problems
1. Automating Referral Approvals (Without the Paper Chase)
When Lexamica detects a new referral, ApproveThis can:
- Route to senior partners based on case type (IP vs. family law)
- Attach conflict check reports using calculated fields
- Escalate after 48 hours via approval thresholds
Real impact: A 150-attorney firm reduced referral response time from 6 days to 9 hours by auto-routing to available partners (thanks to vacation delegation features).
2. Converting Approved Cases in One Click
Approval in ApproveThis should mean instant case creation in Lexamica. With this integration:
- Approved PI cases auto-populate matter numbers
- Denied referrals trigger client notification workflows
- All decisions sync back to Lexamica with timestamps
Why it matters: Corporate legal departments use this to enforce compliance - no case moves forward without recorded approval.
3. Handling the "Now What?" of Unmatched Referrals
When Lexamica can't find a relay match, ApproveThis:
- Creates urgent approval requests tagged "Unmatched"
- Routes to managing partners with custom SLA alerts
- Logs all decisions for quarterly process reviews
Cold hard truth: 62% of legal ops teams waste 11+ hours weekly on manual exception handling. This stops that.
4. Killing Document Scavenger Hunts
New approval request in ApproveThis? The integration can:
- Attach engagement letters to Lexamica cases automatically
- Flag missing docs using conditional logic
- Notify paralegals via Slack if attachments are overdue
Bottom line: One regional firm cut pre-meeting prep time by 40% because everything was already attached.
Setting This Up Without Losing Your Mind
Here's the beauty of Zapier - you're not coding. For the referral approval workflow:
1. Trigger: New referral in Lexamica
2. Action: Create ApproveThis request with case details
3. Condition: If approved, convert to Lexamica case
4. Bonus: Add email/SMS alerts for urgent matters
Total setup time? 22 minutes if you've had coffee. Less if you've had two.
Who Actually Benefits (Beyond Legal)
Finance Teams: Auto-approve case budgets under $15k, flag others for review.
Compliance: Every approval decision is auditable in one dashboard.
HR: Use the same system for internal policy approvals.
The Features You'll Actually Use
Beyond basic approvals, this combo lets you:
- Auto-reassign work when partners are on vacation (no more "out of office" approval black holes)
- Calculate referral fees in real-time during approval
- Track average decision time per practice area
No, This Isn't Just For Big Law
A 12-person IP firm uses this to:
- Route trademark filings under $2k to junior partners
- Escalate patent approvals to specific attorneys
- Auto-deny conflicted referrals before human review
Their secret? Using approval thresholds to filter 30% of requests automatically.
Common Objections (And Why They're Wrong)
"We'll lose control of the process."
You're adding guardrails, not removing them. Every step is more visible than email chains.
"Partners won't learn new tech."
They approve via email. Zero new logins.
How to Not Screw This Up
- Do: Start with one workflow (like referral approvals)
- Don't: Try to automate everything day one
- Do: Use calculated fields for conflict checks
- Don't: Let IT build custom connectors - use Zapier
What This Isn't
A magic wand. You still need to:
- Define your approval chains
- Set SLAs for responses
- Train staff on escalation paths
But once done? The system enforces it 24/7.
Ready to Stop Being a Approval Traffic Cop?
This isn't about tech for tech's sake. It's about:
- Closing referrals 5x faster
- Eliminating document chase emails
- Making audit trails actually useful
Book a 15-minute demo to see how approval workflows work with your Lexamica setup. Or start a free trial and connect your first Zap in under an hour.
Because life's too short for manual follow-ups.
Integrate with Lexamica 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 Lexamica
Suggested workflows (and their Zapier components) for Lexamica
Create approval requests for new Lexamica referrals
Tired of manually managing referrals sent by your law firm? This integration automates the process by creating an approval request in ApproveThis for every new referral sent in Lexamica, ensuring all case details are checked and approved efficiently. *Note: Customize the request form in ApproveThis to include necessary case details.*
Zapier Components
Trigger
Referral Sent
Triggers when a law firm sends a new referral.
Action
Create Request
Creates a new request with input from previous steps.
Convert cases upon approval decision
Ensure seamless transition from approval to action with this powerful integration. Once a case request is approved or denied in ApproveThis, automatically convert the case to an existing open case in Lexamica. This ensures timely case handling and management without manual intervention. *Note: Set the ApproveThis request type related to case conversions ahead.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Convert to Existing Case
Converts a case to Open, useful for importing pre-signed cases and referrals that existed before using Lexamica.
Create approval requests for unmatched Lexamica referrals
Dealing with unmatched referrals can be challenging. This integration automatically generates an approval request in ApproveThis when a relay match is not found for a Lexamica referral, allowing for structured decision-making on the next steps. *Note: Adjust your ApproveThis criteria for when relay matches aren't found to streamline handling.*
Zapier Components
Trigger
Relay Match Not Found
Triggers when a relay match is not found for a referral.
Action
Create Request
Creates a new request with input from previous steps.
Attach documents for new approval requests
Facilitate a well-documented approval process by creating a new case attachment in Lexamica whenever a new approval request is initiated in ApproveThis. This ensures all necessary documents are attached to the case records automatically. *Note: Include required document types in your ApproveThis workflow setup.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Create a Case Attachment
Creates a new attachment for a case belonging to my law firm.
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