ApproveThis manages your LEXZUR Integration approvals.

When Approval Management Meets Legal Tech

Modern legal teams face a critical challenge: maintaining rigorous compliance while keeping pace with business demands. Lexzur delivers robust matter management and client operations tools, while ApproveThis brings surgical precision to approval workflows. Together through Zapier, they create an automated pipeline that eliminates bottlenecks in financial approvals, client onboarding, and matter oversight.

This integration isn't about replacing human judgment - it's about empowering legal professionals to focus on high-value work by automating the routing, tracking, and documentation of decisions. Law firms using both platforms report 68% faster client onboarding cycles and 92% reduction in payment approval delays.

Core Capabilities: Complementary Power

Lexzur's Foundation: Centralizes client matters, invoices, and practice areas with matter lifecycle tracking and legal-specific CRM capabilities.

ApproveThis' Edge: Adds configurable approval layers with automatic routing, compliance audits, and stakeholder visibility without requiring external participants to access Lexzur directly.

The integration shines in scenarios requiring:

• Multi-tiered authorization chains (partner → finance → client)
• Audit-ready documentation of legal/financial decisions
• Coordination between internal teams and external counsel

Real-World Workflow Accelerators

1. Invoice Approval & Payment Tracking

Corporate legal departments handle hundreds of monthly invoices - outside counsel fees, deposition costs, expert witness retainers. Manual review processes create cash flow bottlenecks.

Automation Flow: Lexzur invoice created → ApproveThis routes based on amount/practice area → Payment recorded in Lexzur upon approval

Example: A mid-sized IP firm reduced invoice approval cycles from 14 days to 48 hours by setting tiered thresholds - associates approve under $5K, partners handle larger amounts, with automatic GL coding via calculated fields.

2. Conflict-Check Client Onboarding

New client intake requires multiple clearances - conflicts checks, engagement terms approval, matter budgeting. Disconnected approvals lead to client acquisition delays.

Automation Flow: ApproveThis intake form → Lexzur client/profile creation → Auto-trigger conflict checks → Partner approval → Welcome packet sent

Example: A civil litigation practice cut new client setup from 10 manual steps to 3 automated workflows, reducing errors in client/matter codes by 83%.

3. Practice Area Budget Governance

Managing practice group budgets often involves spreadsheet tracking and email approvals. ApproveThis adds structured controls without leaving Lexzur.

Automation Flow: Lexzur matter update triggers budget review → Route to practice lead + CFO based on variance percentage → Approved adjustments sync back to Lexzur

Example: A corporate law group enforced billing guidelines more effectively by requiring partner approval for any matter exceeding 15% of original budget estimate.

Implementation Essentials

Connecting Lexzur and ApproveThis takes under 20 minutes for basic workflows:

1. Create Zapier account (if new to automation)
2. In Zapier, set Lexzur as trigger app ("New Invoice" or "New Matter")
3. Select ApproveThis as action app ("Create Request")
4. Map critical fields: Amount → Approval Thresholds, Client ID → Routing Groups
5. Test with sample $50 invoice before activating

Pro Tip: Use ApproveThis' calculated fields to auto-determine approval paths - e.g., "If Matter Type = Mergers & Amount > $200K → Route to Executive Committee."

Team-Specific Advantages

Legal Operations Managers

Gain real-time visibility into matter budgets without manual status updates. Automatic escalation for overdue approvals reduces follow-up emails by 40%.

Finance Controllers

Maintain fiscal control with approval thresholds while eliminating paper trails. All decisions automatically log in Lexzur with timestamps and approver comments.

Practice Group Leads

Delegate routine approvals confidently using vacation delegation rules. Focus on strategic work while maintaining oversight through consolidated dashboards.

External Counsel

Submit invoices and matter updates through client-branded portals without needing Lexzur access. Receive status notifications via email with one-click approvals.

Critical Differentiation Points

Unlike basic email approvals or native Lexzur tools, this integration provides:

Conditional Routing: Automatically escalate high-risk matters to appropriate stakeholders based on predefined rules rather than generic distribution lists.

Compliance Safeguards: Maintain separation of duties by requiring dual approvals for sensitive actions like trust account disbursements.

Client Transparency: Offer secure portals where clients can approve scope changes or invoices without accessing internal systems.

Strategic Considerations

While the technical setup is straightforward, successful adoption requires:

Process Mapping: Document current approval chains before automating - look for redundant steps to eliminate

Threshold Calibration: Start with conservative monetary limits, adjust as confidence in automated routing grows

Change Management: Train staff on new workflow triggers - emphasize time savings over surveillance aspects

Beyond the Basics: Advanced Configurations

Mature implementations often add:

Document Attachments: Auto-append engagement letters or SOWs to approval requests for context

Bi-Directional Sync: Update Lexzur matter status based on approval stage (e.g., "Awaiting Partner Review")

Escalation Protocols: Reassign approvals if not addressed within SLA windows - critical for court filing deadlines

Getting Started

Ready to transform how your legal team operates? Take these steps:

1. Register for ApproveThis (14-day free trial)

2. Connect Your Lexzur Account via Zapier

3. Download our pre-built template for legal invoice approvals

For complex environments, schedule a custom demo showing matter lifecycle automation specific to your practice areas.

Final Perspective

In legal services, time literally equals money - both in billable hours and client satisfaction. The ApproveThis-Lexzur integration acts as force multiplier, ensuring that professional expertise gets applied where it matters most. By automating the administrative layers of approvals while maintaining rigorous oversight, firms can scale operations without compromising compliance.

The question isn't whether to automate approval workflows, but how quickly your competitors will if you don't. With Zapier handling the technical integration, the barrier to entry has never been lower - and the strategic advantage never greater.