ApproveThis manages your Intaker Integration approvals.

Let’s cut to the chase: if your team’s still chasing down approvals via email chains or sticky notes, you’re losing deals, clients, and probably your damn mind. Especially in high-stakes fields like legal services where intake decisions can make or break cases (and revenue).

That’s why pairing ApproveThis with Intaker isn’t just another tech stack checkbox. It’s about closing the gap between “Hey, we got a new lead!” and “Yeah, we’re officially handling this” without losing a week to bureaucratic limbo.

Why This Combo Actually Matters

Intaker handles the front-end chaos – capturing leads via chat, texts, forms. ApproveThis handles the back-end politics – getting the right people to say “yes” fast. Together? You’ve got a system where intake doesn’t just mean “someone filled out a form.” It means action gets taken.

Business Benefits That Don’t Sound Like Corporate Fluff

Forget “synergy.” Here’s what happens when these two talk via Zapier:

• No more client intake black holes: Every SMS, callback request, or form submission in Intaker can kick off a structured approval process. No exceptions, no “I didn’t see the email.”
• Approval audits that don’t suck: Track exactly who approved what lead handling strategy and when. Crucial for compliance-heavy industries.
• Stop paying for “approver” seats you don’t need: External partners (like co-counsel) can approve requests via email without needing an Intaker login. Your budget sheet thanks you.

Real Use Cases for People Who Hate Jargon

We’ll skip the hypotheticals. Here’s exactly how this plays out:

1. When a Potential Client Texts “HELP!” at 2 AM

The Problem: New SMS leads in Intaker get lost between your intake coordinator, managing partner’s approval, and the actual attorney assigned. By the time everyone’s looped in, the client’s already called three other firms.

The Fix: Zapier auto-creates an ApproveThis request when Intaker gets an SMS. Your intake checklist (conflict checks, practice area fit, retainer amount) becomes an approval workflow. Partners approve/deny via email. If approved, the lead automatically gets assigned in Intaker with next steps.

Who Cares: Personal injury firms where response time directly impacts case acquisition. Also, any team where leads come in after hours.

2. Closing the Loop on Approved Requests

The Problem: Your team approves a marketing budget in ApproveThis… and then someone has to manually update Intaker to launch the campaign. Cue delays and “wait, was this approved?”

The Fix: When requests get approved in ApproveThis, Zapier auto-creates Intaker leads or tasks. Approved a new client onboarding? Intaker instantly schedules their kickoff call sequence. Denied a request? Intaker logs why for compliance.

Who Cares: Operations teams tired of being human routers between approval committees and execution teams.

3. Callback Requests That Don’t Require 3 Apps to Process

The Problem: Intaker captures callback requests… which then get emailed to a manager who approves them… which then get sent back to intake staff. It’s like a game of telephone with client trust at stake.

The Fix: Auto-convert Intaker callbacks into ApproveThis requests with all context attached (initial query, urgency level). Approvers get the full picture to make fast decisions. Once approved, Intaker auto-schedules the callback.

Who Cares: Family law practices where callback timing can impact client emotional state (and case outcomes).

Setup That Doesn’t Require an IT Degree

If you can set up a Slack channel, you can handle this:

1. Connect ApproveThis + Intaker via Zapier: Takes 4 clicks. Seriously.
2. Pick your triggers: “When X happens in Intaker, do Y in ApproveThis” (or vice versa).
3. Test with one workflow: Start with SMS-to-approval. See results. Then scale.

Pro tip: Use ApproveThis’ calculated fields to auto-flag high-priority requests. Example: If an Intaker lead’s estimated case value exceeds $50K, route to senior partners automatically.

Features You’ll Actually Use (No Bloat Here)

We know you’re not here for the kitchen sink. Key tools that matter with this integration:

• Approval Thresholds: Auto-approve intake requests under $5K? Done. Anything over pings the exec team.
• Vacation Delegation: Partner on a golf trip? Approvals auto-reassign so intake doesn’t stall.
• Real-Time Dashboards: See how many Intaker leads are stuck in approval limbo. Spoiler: It’ll be zero.

Why Your Team Leads Will Stop Yelling

Different departments care about different wins:

Managing Partners: Fewer “Why wasn’t this reviewed?” fires. More closed cases.

Intake Coordinators: No more herding cats for approvals. Status updates self-serve.

IT/Operations: Less “Can you fix my workflow?” tickets. Zapier handles the heavy lifting.

Bottom Line: This Isn’t About Software

It’s about not letting process failures tank client trust. Every minute a lead spends waiting for approval is a minute they’re reconsidering your firm. With ApproveThis + Intaker, you’re not just automating workflows – you’re eliminating the cracks that leaks revenue.

Next step: Register for ApproveThis, hook it up to Intaker via Zapier, and start approving requests faster than your competition can say “objection.” Or, if you’re the cautious type, book a demo and we’ll show you exactly how to stop losing clients to approval delays.