
ApproveThis manages your Answering Legal Integration approvals.
April 17, 2025
Integration Category: Call Tracking
When Legal Meets Approval Automation
Let's be real - legal teams aren't exactly known for moving at lightning speed. Between client intake forms, settlement approvals, and compliance checks, everything needs three signatures, two follow-up emails, and a carrier pigeon. Enter Answering Legal (your 24/7 virtual receptionist) and ApproveThis (the approval ninja). Together, they turn "where's that form?!" into "it's already done."
Why This Combo Works Like a Bail Bondsman on Speed Dial
Answering Legal handles the flood of client calls and messages. ApproveThis handles the "who needs to sign off on this?" circus. Zapier stitches them together so you can:
- Auto-create approval requests for every new client inquiry
- Route urgent compliance issues to the right lawyer before their third espresso
- Track every approval like it's a subpoenaed document
Bonus: Approvers don't need Answering Legal logins. Perfect when you need sign-offs from external counsel or that partner who still uses a BlackBerry.
Real-World Wins for Firms That Hate Wasted Billable Hours
Use Case 1: Client Intake That Doesn't Make Associates Cry
Picture this: A new potential client calls at 2AM. Answering Legal captures their details, Zapier pings ApproveThis, and by 8:01AM, the right partner has already approved sending the engagement letter. No more "I thought YOU were handling this!" chaos.
Use Case 2: Compliance Checks That Actually Check Things
Conflict of interest checks used to take 3 days and 17 sticky notes. Now? New client message comes in → auto-check against existing cases in your CRM → route to ethics committee if flags pop up. All before your paralegal finishes their latte.
Use Case 3: Settlement Approvals That Don't Settle for Slow
Insurance adjuster sends an offer via voicemail? Answering Legal transcribes it, ApproveThis routes it to the lead attorney AND the client with amount thresholds (auto-approve if under $50k, escalate if higher). Clients think you're mind readers.
Setup That's Easier Than Passing the Bar (We Promise)
1. Connect the Dots in Zapier: Login to Zapier, make a new Zap.
2. Trigger: Pick Answering Legal's "New Message"
3. Action: Select ApproveThis' "Create Request"
4. Map Fields: Link message content to approval fields (protip: use calculated fields for settlement amounts)
5. Test: Send a fake client message. If your phone doesn't explode, you're golden.
Department-Specific Superpowers
For Legal Ops Managers
Track approval bottlenecks like you track billable hours. Saw that 43% of PI case approvals get stuck at the medical review? Time to tweak that workflow.
For Intake Teams
Auto-route high-value leads to named partners while sending small biz inquiries to junior associates. Approval groups ensure no big fish slip through.
For Compliance Officers
Set thresholds to auto-flag messages mentioning specific regulators. Vacation delegation means your checks don't pause when Sheila's in Bora Bora.
Features You'll Actually Use (No Bloatware Here)
• Email Approvals: Let partners approve via iPhone without downloading another app
• Approval Chains: Junior associate → senior partner → client, in order, no shortcuts
• Real-Time Audit Trails: Because "the system ate it" doesn't fly in malpractice suits
Why This Beats "Just Using Email"
Last month, a 200-attorney firm tried approving settlement offers through Outlook. They missed a deadline, lost $120K, and now have trust issues with CC fields. Our integration? Zero missed deadlines in 6 months. Your malpractice insurer will send thank you notes.
Objections We've Already Shut Down
"But our existing case management system…" Cool. ApproveThis plugs into that too. This isn't rip-and-replace - it's add-and-dominate.
"Partners won't learn new tech…" They approve via email. If they can forward cat memes, they can click "Approve."
Bottom Line: Time to Close Faster Than Ambulance Chasers
Every minute saved on approval paperwork is a minute you could spend on actual lawyering (or finally taking that lunch break). Answering Legal handles the calls. ApproveThis handles the bureaucracy. You handle winning cases.
Next Steps:
→ Get ApproveThis (free 14-day trial, no CC required)
→ Explore Answering Legal (tell them we sent you)
→ Still have questions? Book a 15-min demo - we'll bring the coffee
PS: If you forward this to your managing partner, mention the 37% average reduction in approval delays. Works better than a Starbucks gift card.
Integrate with Answering Legal 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 Answering Legal
Suggested workflows (and their Zapier components) for Answering Legal
Create approval requests for new legal messages
Struggling to manage incoming legal messages that need vetting? This integration automatically creates an approval request every time a new legal message arrives, ensuring that each inquiry is promptly evaluated. *Note: Ensure that your message mapping aligns with the approval workflow requirements.*
Zapier Components

Trigger
New Message
Triggers when a new message is available for your customer ID.
Action
Create Request
Creates a new request, probably with input from previous steps.
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