ApproveThis manages your Estate.Studio Integration approvals.

Why Your Approval Process is Costing You Deals

Let's cut through the bullshit: if you're still running estate planning approvals through email chains or worse - actual paper - you're leaving money on the table. Every hour your team spends tracking down signatures or explaining document changes to clients is an hour not spent closing new business. That's where slapping ApproveThis onto Estate.Studio turns your workflow from "Where's that damn form?" to "Consider it done."

How This Works (Without the Tech Jargon)

ApproveThis acts like your digital bouncer for Estate.Studio. Every time something needs a green light in Estate.Studio - new client intake, access requests, team changes - ApproveThis automatically routes it to the right people. No app switching. No license fees for external partners. Just a clean paper trail that even your most tech-phobic partner can handle via email.

Key difference? Estate.Studio organizes your documents. ApproveThis organizes your decisions. Together, they turn "I thought you signed off on that!" into a problem your competitors have.

Three Ways This Combo Saves Your Ass

1. Client Onboarding That Doesn't Make You Look Amateur

Scenario: Your paralegal adds a new high-net-worth client in Estate.Studio. Instead of Slack pings and forwarded emails, ApproveThis instantly:

• Routes compliance checks to legal
• Sends conflict searches to accounting
• Pushes final sign-off to the lead partner

Real-world impact: A 15-attorney firm in Austin cut onboarding from 3 days to 4 hours. Their secret? Automatic escalation when any approval takes longer than 2 hours.

2. Estate Access That Doesn't Risk Lawsuits

When a junior advisor requests sensitive client documents in Estate.Studio, ApproveThis can:

• Require dual approval from senior partners
• Check against dollar thresholds (auto-approve under $50k exposures)
• Delegate approvals if someone's on vacation

Bonus: External trustees can approve via email without needing Estate.Studio logins. No more "I can't find the portal" excuses.

3. Team Changes That Don't Create Security Gaps

HR updates a departing advisor's access in Estate.Studio? ApproveThis forces:

• IT confirmation of system revokes
• Compliance review for client reassignments
• Final approval from managing partner

A Midwest firm prevented 3 potential data breaches last quarter using this exact workflow.

Setting This Up Without Losing Your Mind

If you can order DoorDash, you can connect these tools:

1. Grab your Zapier account (free tier works)
2. Choose your Estate.Studio trigger (new client, access request, etc.)
3. Set ApproveThis to create approval requests with auto-routing rules
4. Test with a real $5K client instead of dummy data

Pro tip: Use ApproveThis' calculated fields to auto-flag high-value estates needing extra scrutiny.

Why Your Teams Will Actually Use This

For Legal & Compliance

Auto-archiving every approval decision in Estate.Studio means audit prep goes from nightmare to quick search. Conditional workflows ensure partners only see what matters to them.

For Operations

Real-time dashboards show exactly where bottlenecks are - no more lying about "I sent it yesterday." Vacation coverage rules prevent entire processes from dying because Karen's in Cabo.

For Client-Facing Teams

External approvers get clean email requests with one-click decisions. No portals. No logins. Just faster yeses from trustees who still use AOL email.

The Hidden Perks You'll Pretend You Expected

Beyond the obvious time saves:

Version Control: Every approval in Estate.Studio documents who approved what version. Say goodbye to "That's not the final draft!" meltdowns.

Compliance Armor: Built-in audit trails meet SEC/NFA requirements without extra paperwork. Your future self during exams says thanks.

Client Upsell: Showing heirs how securely you handle approvals? That's a 22% fee premium right there.

When This Isn't Magic

Look - if your process is fundamentally broken (like requiring 14 signatures for a damn PDF edit), no tool will help. But for firms where:

• Partners hate tech but love control
• Compliance keeps you up at night
• Client trust = your entire brand

...this combo is your new baseline.

Your Move

ApproveThis starts at $89/month. Estate.Studio you already pay for. The setup takes an afternoon. The alternative? Keep playing approval whack-a-mole while competitors close deals faster.

Get started free or book a 15-minute demo showing exactly how we'd streamline your messiest workflow.

P.S. Yes, it works with your ancient desktop Outlook. We're not monsters.