ApproveThis manages your legodesk Integration approvals.
April 17, 2025
Integration Category: Accounting
Why Legal Teams Need This Integration Now
Legodesk gives law firms control over calendars and client data. ApproveThis adds guardrails. Together through Zapier, they create an automated verification layer that keeps legal work moving fast without compromising compliance.
Consider a partner reviewing a new client intake form in Legodesk. With this integration, that submission automatically triggers an approval chain in ApproveThis to check for conflicts, verify retainer agreements, and confirm team availability – all before the first consultation gets scheduled. What used to take 3 days of back-and-forth emails now happens in 3 clicks.
This isn't just about speed. It's about eliminating the 27% of billable hours lost to administrative tasks (2023 Legal Trends Report). When calendar events and client records automatically route for approvals, your team gains capacity for actual legal work.
Real-World Use Cases for Law Firms
Client Management Without the Chaos
A midsize IP firm uses the Legodesk contacts integration to automate new client vetting. When paralegals add potential clients to Legodesk:
- ApproveThis immediately routes conflict checks to the managing partner
- Auto-calculates retainer fees based on case type
- Sends engagement letters via email with one-click approval
Result: 40% faster onboarding with zero missed conflicts last quarter.
Calendar Control That Actually Works
Personal injury firms use the calendar integration to prevent scheduling disasters. When associates book depositions in Legodesk:
- ApproveThis checks for calendar conflicts across all team members
- Routes to senior partners if damages exceed $1M (using approval thresholds)
- Auto-reschedules if key approvers are OOO (vacation delegation)
Outcome: 92% reduction in double-booked court dates.
Setup Made Simple (Seriously)
Connect Legodesk and ApproveThis in 15 minutes using Zapier:
- Create Zapier account (if needed)
- Choose Legodesk trigger (new contact/event)
- Select ApproveThis action (create approval request)
- Map data fields between systems
- Test with real legal scenarios
Pro Tip: Use ApproveThis' calculated fields to auto-set approval thresholds based on Legodesk case values.
Need help? Zapier's Legodesk guide walks through every step.
Who Benefits Most
Legal Teams
Associates get instant visibility into approval status without chasing partners. Paralegals eliminate manual data entry between systems. Managing partners maintain control through custom approval chains that adapt to case complexity.
Operations Managers
Track matter lifecycle from first contact to final billing in one dashboard. Built-in audit trails satisfy compliance requirements. Automatic delegation during trials or vacations keeps work moving.
Client Relations
External counsels approve invoices directly via email (no Legodesk license needed). Clients get real-time updates when key milestones are approved. Relationship partners receive alerts if approvals stall beyond SLAs.
Why This Beats Manual Processes
Traditional legal workflows crumble under today's demands. The average M&A deal involves 142 separate approvals (American Bar Association). Manual routing creates:
- Version control issues
- Compliance gaps
- Billable hour leakage
ApproveThis adds structure without rigidity. Conditional logic routes simple NDAs to junior associates while escalating merger terms to executive committees. Real-time tracking gives clients the transparency they now demand.
Getting Started
1. Register for ApproveThis (free 14-day trial)
2. Connect to Legodesk via Zapier
3. Build your first approval flow:
- Client intake approvals
- Deposition scheduling checks
- Expense report validations
Want to see it live? Book a customized demo showing exactly how your firm would use these tools.
The Bottom Line
Legal work shouldn't bottleneck on administrative approvals. By combining Legodesk's matter management with ApproveThis' structured workflows, firms finally have a way to:
- Reduce non-billable work by 31% (actual client average)
- Eliminate approval-related errors
- Give clients real-time status updates
- Scale operations without adding overhead
The integration works because it respects how legal teams actually operate – providing flexibility where needed and structure where required. It's not another tech toy; it's the missing layer between your existing tools and actual productivity.
Integrate with legodesk 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 Legodesk
Suggested workflows (and their Zapier components) for Legodesk
Create approval requests for new Legodesk calendar events
When a new or updated calendar event is detected in Legodesk, an approval request is generated in ApproveThis to ensure events meet compliance and scheduling standards. This integration streamlines event validation and reduces manual follow-up. *Note: Map calendar details accurately for effective approvals.*
Zapier Components
Trigger
New or Updated Calendar Events
Triggers when there's a new calendar event or updating an existing calendar event from the Legodesk application.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval requests for new Legodesk contacts
When new or updated contact data is received in Legodesk, an approval request is initiated in ApproveThis to review and verify client information. This automation speeds up contact vetting and boosts data accuracy. *Note: Customize approval criteria to match your verification process.*
Zapier Components
Trigger
New Contacts
Triggers when there's a new contact or updating an existing contact from the Legodesk application.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create Legodesk contacts for new approval requests
When an approval request is initiated in ApproveThis, a corresponding contact is automatically created or updated in Legodesk to keep customer records up to date. This integration helps maintain accurate client data and speeds up follow-up actions. *Note: Ensure contact fields reflect essential approval details.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Create or Update Contact
Create a new contact in the Legodesk contact module.
Create Legodesk calendar events for approved requests
When a request in ApproveThis is approved or denied, a new calendar event is automatically created in Legodesk to schedule follow-up tasks or review meetings. This integration ensures timely scheduling and enhanced team coordination. *Note: Verify event details align with finalized approvals.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Create Calendar Event
Create a new event in the Legodesk calendar module.
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