ApproveThis manages your Filevine Integration approvals.

When Case Management Meets Approval Superpowers

Let’s be real: legal workflows move at two speeds - "urgent" and "waiting on someone to click approve." Filevine nails the case management part. ApproveThis handles the "get people to actually make decisions" part. Together? You get matters moving forward without the endless email chains or sticky notes on monitors.

For firms juggling 50+ cases with clients, courts, and internal teams all needing sign-offs, this integration through Zapier acts like a caffeine shot for your workflow. Case intake forms automatically trigger approval chains. Settlement offers route to the right partners without manual forwarding. Even better? Approvers don’t need Filevine logins - just email access. (Because your external counsel doesn’t need another password reminder.)

Three Ways This Combo Actually Solves Real Problems

1. Auto-Create Case Files When Approvals Start

Picture this: A new client intake form gets submitted. Instead of someone manually creating a Filevine project and then chasing down partners for conflict checks, your Zap does this:

• ApproveThis triggers a new matter approval workflow
• Filevine automatically creates the project shell
• All documents get filed correctly from day one

Who this helps: Personal injury firms handling 100+ intakes/month. No more "lost" cases between marketing forms and actual file setup.

2. Turn Calendar Alerts Into Approval Requests

Filevine’s calendar gets a new mediation date? ApproveThis can instantly:

• Create budget approval requests for trial prep
• Route exhibit list sign-offs to partners
• Track who’s dragging their feet before deadlines

Real-world use: Insurance defense teams where missing a filing deadline means losing coverage. Now the system nags people, not you.

3. Update Case Statuses Without To-Do Lists

When a settlement gets final approval in ApproveThis, your Filevine case automatically:

• Moves to "Closing" phase
• Triggers disbursement task lists
• Archives sensitive documents

Where this matters: Class action firms where one approval might close 50+ subcases. Zero chance of human error.

Why This Isn’t Just Another Integration

Most legal tech tools either handle documents or track tasks. This combo does something different - it forces progress. Here’s how:

Kill the "Who Has This?" Meeting

ApproveThis adds decision trails to Filevine’s audit trails. Now when someone asks "Why did we agree to this settlement?" you’ve got:

• Approval timestamps
• Comments from all partners
• Auto-filed PDF confirmations

No more digging through Outlook folders at 11 PM.

Budget Controls That Actually Work

ApproveThis’ calculated fields let you set hard limits:
"If expert witness fees exceed $15k, auto-route to managing partner."
Filevine then tracks actual spend against approved amounts. CFOs get guardrails without playing spreadsheet detective.

PTO Doesn’t Mean Delays Anymore

When your lead litigator takes vacation, ApproveThis:

• Auto-reassigns their approvals
• Maintains delegation chains in Filevine
• Reverts access when they return

Associates no longer stuck waiting for someone’s Cabo trip to end.

Setting This Up Without IT Help

(Seriously, if you can order DoorDash, you can do this.)

Step 1: Connect the Apps

In Zapier, link your ApproveThis and Filevine accounts. Takes 2 minutes. No coding.

Step 2: Pick Your Trigger

Choose what starts the chain:
- New Filevine event → Approval request
- Approval decision → Filevine update

Step 3: Test With One Case

Run a single matter through the workflow. Tweak fields if needed. Then let it rip across all cases.

Who Benefits (Besides Your Sanity)

Legal Teams

Paralegals stop playing approval secretary. Associates track requests without status calls. Partners approve via email between court appearances.

Operations Managers

Real-time dashboards show bottlenecks. Automatic reports prove compliance. No more surprise "We never approved that!" moments.

Finance

Approval thresholds lock down budgets. All spend ties to pre-authorized requests. Month-end closes take hours, not days.

The Bottom Line

Filevine keeps your cases organized. ApproveThis keeps people moving. Together, they turn "Where are we on this?" into "Here's exactly what's next."

For firms tired of decisions getting stuck in tool silos, this integration isn’t just convenient - it’s malpractice prevention. Less chasing, more doing. Fewer errors, better margins.

Ready to stop herding cats?
Book a 15-minute demo or start a free trial. Your future self (and your associates) will thank you.