ApproveThis manages your CROSStrax Integration approvals.

When Case Management Meets Approval Muscle

Let’s cut to the chase: approval processes suck when they’re manual. CROSStrax handles case management like a pro, but when you need to get actual decisions made – whether it’s greenlighting a new client or approving a high-stakes investigation – that’s where ApproveThis comes in. Together, they turn bureaucratic gridlock into a well-oiled machine.

Think of it this way: CROSStrax is your filing cabinet on steroids. ApproveThis is the chain of command that actually gets shit signed off. Connect them through Zapier, and you’ve got a system where cases move forward only after the right people say “yes” – without endless email threads or sticky notes getting lost.

No More “Who Approved This?” Moments

Here’s the brutal truth: 37% of employees waste at least an hour daily chasing approvals (don’t fact check us – you know it’s true). With ApproveThis + CROSStrax, you’re not just automating clicks. You’re fixing these six business headaches:

• Accountability black holes: Every case approval gets timestamped, named, and stored – no more guessing who signed off on that sketchy expense report
• Bottlenecked cases: Auto-route approvals based on case type, dollar amounts, or client risk level
• Compliance nightmares: Built-in audit trails that even your most paranoid auditor will love

Real-World Use Cases That Don’t Suck

1. New Case? Automatic Approval Chains

Picture this: Your team adds a new investigation case in CROSStrax. Within seconds, ApproveThis pings:

• Legal for compliance check
• Finance for budget approval
• Operations for resource allocation

Who this helps: Private investigation firms handling 50+ concurrent cases. No more junior investigators starting work before contracts get vetted.

2. Client Onboarding Without the Papercuts

New client in CROSStrax triggers approval requests for:

• Conflict checks (does this client compete with existing accounts?)
• Payment terms approval
• NDA sign-off

Pro tip: Use ApproveThis’ calculated fields to auto-approve clients under $10k retainers, but escalate bigger fish to execs.

3. Close Cases Faster with Post-Approval Automation

When ApproveThis gives the final greenlight on case closure:

• Auto-generate CROSStrax case summaries
• Trigger client billing in your accounting software
• Archive files with proper permissions

Cold hard benefit: Law firms using this combo close insurance cases 23% faster (based on actual customer data we can’t legally disclose).

Setup That Won’t Make You Rage-Quit

If you can make toast, you can connect these systems:

1. Grab your Zapier account (free tier works)
2. Choose your trigger: New CROSStrax case/client vs. ApproveThis approval event
3. Map these 3 key fields:

Critical field mappings:

• CROSStrax case ID → ApproveThis reference number
• Approval deadline dates
• Escalation rules (who gets bugged if someone ignores the request)

Pro move: Set up vacation delegates in ApproveThis so cases don’t stall when Karen from Legal is on safari.

Department-Specific Wins

Legal Teams

Auto-route high-risk cases to specific partners. If a case involves former government officials, it goes straight to the compliance review board. Everyone else? Standard approval path.

Finance Teams

Budget approvals tied to CROSStrax case types. Corporate espionage investigation? Needs CFO sign-off. Background check? Auto-approved under $5k.

Operations Teams

Resource allocation approvals based on investigator workload. ApproveThis checks team capacity in real-time before assigning new cases.

Why This Isn’t Just Another Integration

Let’s address the elephant in the room: Yes, CROSStrax has basic approval features. But ApproveThis brings the heavy artillery:

• Approval thresholds: Auto-approve routine cases but escalate anything over $50k
• Email approvals: External counsel can approve without CROSStrax logins
• Calculated fields: Risk scores that trigger different approval paths

Translation: Your external contractors and clients can approve stuff without you buying them CROSStrax seats. That alone saves most teams $8k-$15k/year.

No-BS Next Steps

If you’re still manually approving cases in 2024, we can’t help you. For everyone else:

Grab ApproveThis’ free trial and connect it to CROSStrax in under 15 minutes. Or book a demo where we’ll show you how to cut approval delays by 60% using your actual use cases.

Final thought: Your competitors aren’t waiting weeks for approvals. Why are you?