ApproveThis manages your CASEpeer Integration approvals.

Why Law Firms Need This Integration

Let's cut to the chase - personal injury law runs on deadlines, signatures, and not losing critical documents in someone's inbox. CASEpeer keeps your cases organized. ApproveThis gets people to actually make decisions. Together? They turn "Where's that approval?" into "Already handled."

Here's what happens when you connect these two through Zapier:

• No more printing settlement offers for wet signatures
• Zero manual follow-ups with partners on vacation
• Automatic audit trails for compliance audits

We've seen 200-person firms cut 8 hours/week on admin work just by automating medical record release approvals. That's billable time recovered.

How It Works (Without the Tech Jargon)

ApproveThis acts as your digital paralegal for getting decisions. When something in CASEpeer needs human judgment - like approving a case expense over $5K or signing off on a demand letter - the systems talk through Zapier.

Key difference: CASEpeer tracks what needs approval. ApproveThis hunts down the right people, badgers them (politely), and logs every decision. Approvers don't even need CASEpeer access - huge for working with external counsel or medical providers.

Real-World Use Cases for Personal Injury Firms

1. Settlement Authority That Doesn't Require Chasing Partners

When a CASEpeer case status changes to "Settlement Review":

1. Zapier triggers an ApproveThis workflow
2. Managing partner gets an email with settlement terms
3. They approve/deny directly from phone
4. Decision auto-updates CASEpeer

Mass tort firms use this to handle 50+ settlements/week without missing a beat.

2. Client Intake That Actually Follows Up

New lead comes into CASEpeer? Auto-send intake docs via ApproveThis with:

• 24-hour approval deadline
• Reminders every 6 hours
• Auto-reassign if intake coordinator is out

One 75-attorney firm reduced lead response time from 48 hours to 4.

3. Medical Records Requests That Don't Get Lost

Every new records request in CASEpeer creates an approval chain:

Paralegal → Junior Assoc → Managing Partner → Vendor

Thresholds auto-approve requests under $200. Everything else gets routed based on amount and case type.

Why This Beats "Just Using CASEpeer"

CASEpeer's great at tracking. ApproveThis is great at getting decisions. Together:

For Managing Partners

Approve settlement terms during your kid's soccer game. Email approvals mean you're not tied to the office.

For Paralegals

Stop playing phone tag with doctors' offices. Set up auto-approvals for routine records requests under $X.

For Finance Teams

Get alerted when case expenses exceed budget. Require dual approvals for any vendor payments over $10K.

Setting This Up Without Losing Your Mind

If you can order Postmates, you can do this:

Step 1: Connect the Apps

Create Zapier accounts for both CASEpeer and ApproveThis. Takes 2 minutes.

Step 2: Pick Your Trigger

Common options:

- New CASEpeer case status → Approval request
- Expense over $X → Escalate approval
- New medical record → Auto-approve if under threshold

Step 3: Test With Real Data

Pro tip: Start with low-risk approvals like client intake forms before moving to settlement auths.

What Law Firms Actually Care About

Security

ApproveThis uses bank-level encryption. Approvers only see what you let them - no full CASEpeer access needed.

Compliance

Every approval is logged with:

- Timestamp
- IP address
- Decision reason (if required)

Scale

One 500-person firm handles 22K approvals/month through this integration. Their secret? Approval groups for different case types.

When This Isn't Magic

Let's be real - no software fixes bad processes. This works best when:

✓ You have clear approval rules ("All settlements over $1M need 2 partners")
✓ Approvers check email semi-regularly
✓ You're tired of "I never got that" excuses

Getting Started

Try this with one workflow first:

1. Medical records under $500 → Auto-approve
2. Client intake forms → 1-hour approval window
3. Vendor invoices → Dual approval over $5K

Most firms see ROI in 2-3 weeks. The 14-day free trial gives you enough time to test without sales calls.

Book a 10-minute demo if you want to see how 200+ law firms set this up. Or just start free and poke around.

FAQ From Actual Attorneys

"What if my partner refuses to use new tech?"

They approve via email. No login required. We've onboarded 70-year-old partners who still use AOL.

"Can we customize approval rules per case type?"

Yes. Medical malpractice cases might need 3 approvals. Slip-and-fall? Maybe 1.

"What about client confidentiality?"

ApproveThis is HIPAA compliant. You control what data gets sent where.