ApproveThis manages your LawPay Integration approvals.

Why Approval Workflows Matter More Than You Think

Let's cut through the BS: legal teams waste 12-15 hours weekly chasing signatures, verifying payments, and explaining why that urgent trust account transfer hasn't happened yet. ApproveThis and LawPay solve different parts of this problem - but together? They turn "Where's my approval?" into "Payment already processed."

ApproveThis handles the messy human part: getting the right people to sign off on requests quickly. LawPay handles the money movement. Connect them through Zapier, and you've automated the entire chain from "Request submitted" to "Payment completed" - without manual data entry or follow-up emails.

Three Ways This Combo Actually Works in Real Law Firms

1. Automatic Billing When Approvals Clear

Scenario: Your family law team approves a client's litigation budget. Normally, accounting would manually create a LawPay invoice. Instead:

ApproveThis triggers a Zapier workflow → LawPay generates the invoice → Client gets auto-notified. All before the paralegal finishes their coffee.

2. Payment Info Collection Without The Awkward Chase

Ever approved a case expense... only to discover the client's credit card expired? The integration fixes this:

When ApproveThis marks a request approved → LawPay automatically emails the client a secure payment info update form. No more "Hey, just checking..." calls from junior associates.

3. Trigger Approvals Based on Payment Activity

Reverse the flow: When LawPay detects a suspicious transaction → ApproveThis starts a partner-level review. Perfect for compliance teams monitoring IOLTA accounts or large settlements.

Setting This Up Without Losing Your Mind

If you can make a peanut butter sandwich, you can connect these tools:

1. Create a Zapier account (free tier works)
2. Pick your trigger in ApproveThis ("New Request" or "Request Approved/Denied")
3. Choose the LawPay action you want (Create Quick Bill, etc.)
4. Map the data fields (amount, matter number, client email)

Pro tip: Use ApproveThis' calculated fields to auto-determine if requests need partner review based on amount thresholds before sending to LawPay.

Who Actually Benefits (Beyond the Obvious)

Managing Partners

Get real-time visibility into approved expenses vs. actual payments without logging into 3 systems. ApprovalThis' dashboard shows both the approval status and whether LawPay processed the transaction.

Client Services Teams

Stop being the messenger. When clients ask "Was my payment approved?", show them the ApproveThis timeline with LawPay confirmation baked right in.

Finance Departments

Reconcile trust accounts faster. ApproveThis' audit trails + LawPay's reporting = monthly close cycles cut by 40% (based on actual client data).

The Killer Feature Everyone Misses

ApproveThis approvers don't need LawPay logins. Huge when dealing with:

• External co-counsel reviewing expenses
• Client-side stakeholders approving case budgets
• Vendors confirming payment terms

They approve via email → LawPay gets the green light → Payment processes. No user seats wasted on occasional approvers.

When This Integration Isn't Magic

Let's be real - some things still require human judgment:

• Disputed invoices needing narrative review
• Multi-jurisdictional matters with conflicting rules
• Clients insisting on paper checks (bless their hearts)

But for 80% of standard approvals? This combo eliminates the back-and-forth that plagues mid-sized firms.

How This Scales As You Grow

ApproveThis grows with you:

10-person firm: Basic approval chains → LawPay invoices
50-person firm: Add conditional logic (e.g., "Over $5k requires managing partner approval")
100+ teams: Use approval groups for regional offices + integrate with LawPay's advanced reporting

Bonus: Vacation delegation ensures billing doesn't stall because someone's at trial (or finally taking PTO).

Getting Started Without Overcommitting

Best practice: Pilot with one practice area. Here's how:

1. Pick high-volume, low-complexity approvals (client cost advances work well)
2. Set up a single Zapier workflow
3. Train the team handling those matters
4. Measure time saved vs manual process

Most firms see ROI within 45 days - mainly from reducing non-billable admin hours.

Your Move

LawPay's great at moving money. ApproveThis is great at moving decisions. Together, they move your firm forward.

Either:
Register for ApproveThis and connect your LawPay account
OR
Book a 15-minute demo to see real client examples

Pro tip: Ask about our pre-built LawPay approval templates during onboarding. Because nobody wants to build workflows from scratch on a Friday afternoon.