Skip to content
MyCase Integration

ApproveThis manages your MyCase Integration approvals.

April 17, 2025

Integration Category: Productivity

When Legal Process Meets Approval Chaos

Let's be real – law firms don't get paid by the hour they spend chasing down partner signatures on client contracts. Yet that's exactly what happens when your case management software (looking at you, MyCase) handles everything except the actual decision-making bottlenecks. ApproveThis isn't another "productivity tool." It's the missing piece that turns MyCase from a case tracker into an actual decision accelerator.

Think of it this way: MyCase tells you what needs to happen next in a case. ApproveThis handles the who said yes, when they approved it, and how it automatically kicks off the next step. No more sticky notes on monitors. No more "I thought YOU reviewed the vendor contract!"

Why This Isn't Just Another Zapier Integration

Most app integrations just move data from point A to point B. This combo does something smarter: it turns approvals into actual workflow triggers. Example? A settlement offer gets approved in ApproveThis, which doesn't just log the "yes" in MyCase – it auto-generates the client disclosure docs based on that approval. That's the difference between automation and actual intelligence.

Key perks MyCase can't handle alone:

  • External approvals without license fees: Client needs to sign off on expenses? They get an email, click approve/reject. No MyCase login required.
  • Escalation paths that don't suck: Partner on vacation? Approval auto-reassigns to their second-in-command after 24hrs.

We're talking about cutting the "waiting for someone to decide" time by 60-80% in most legal workflows. That's not fluffy ROI – that's being able to take on 2 extra cases per month with the same staff.

Real-World Use Cases (Not Just Tech Specs)

1. Client Onboarding That Doesn't Require 7 Drafts

The Problem: New client intake in MyCase kicks off a dozen internal checks (conflict checks, rate agreements, etc.) that get buried in inboxes.

The Fix: New MyCase client file > Auto-create approval chain in ApproveThis with:

  • Billing manager verifies rate structure
  • Compliance officer checks for conflicts
  • Senior partner gives final greenlight

Real Impact: Mid-sized IP firm reduced onboarding from 11 days to 3 by setting approval thresholds – anything under $10k retainer auto-approves after 2 sign-offs.

2. Settlement Authority That Doesn't Require Chasing Down Partners

The Problem: Junior associates can't approve settlement amounts over $50k, but partners are always in court.

The Fix: MyCase case update (new offer) > ApproveThis checks amount against predefined thresholds:

  • Under $50k: Auto-approve with associate + managing attorney
  • $50k-$250k: Requires named partner + finance lead
  • Over $250k: Escalates to executive committee with 48hr SLA

Real Impact: Personal injury firm cut missed settlement deadlines by 90% using sequential approvals with vacation overrides.

3. Vendor Payments That Don't Require 3 Weeks of "Who's Responsible?"

The Problem: MyCase tracks vendor invoices, but approval routing depends on who's CC'd on an email chain.

The Fix: MyCase vendor entry update > ApproveThis routes based on:

  • Vendor type (court reporter vs. SaaS tool)
  • Amount (with dynamic currency conversion)
  • Practice area budget remaining

Real Impact: Corporate law group automated 85% of non-discretionary spend approvals, reducing late payment penalties by 40%.

Setup That Doesn't Require IT (or a Law Degree)

If you can set up a MyCase custom field, you can handle this:

  1. Connect the Apps: Zapier account > Create new Zap > Choose MyCase trigger (new case, updated field, etc.)
  2. Map Critical Data: Pull MyCase info (case ID, amount, client) into ApproveThis request fields
  3. Set Approval Rules: Define who approves what, in which order, with what thresholds
  4. Close the Loop: Auto-update MyCase when approved/denied, or kick off next steps (doc gen, billing, etc.)

Pro Tip: Start with one high-volume approval type (client intake, expense reports) before scaling. Most firms see ROI within 2 billing cycles.

Department-Specific Wins

Litigation Teams

Ever miss a filing deadline because a partner sat on a motion draft? Approval chains with strict SLAs (24hrs for routine filings, 2hrs for emergency motions) enforced in ApproveThis keep things moving.

Corporate Law

M&A due diligence requires 20+ stakeholder sign-offs. Parallel approval paths in ApproveThis let finance, legal, and operations review docs simultaneously instead of sequentially.

Family Law

Sensitive client updates require dual approval (attorney + paralegal) before being shared. ApproveThis logs who approved what version, reducing malpractice risks.

Objections We've Heard (And Shot Down)

"We'll lose track of requests!"
ApproveThis dashboards show real-time statuses – filter by practice area, client, or urgency level. MyCase integrations auto-log every decision.

"Partners won't learn new software!"
They don't have to. Approvals happen via email with one-click approve/deny. Even the least tech-savvy partner can handle that between court sessions.

"We have custom needs!"
Approval thresholds can use MyCase data (case type, budget remaining) to auto-route requests. Conditional logic handles even the "if this, then that" edge cases.

The Bottom Line (No Billable Hours Required)

MyCase keeps your cases organized. ApproveThis keeps your decisions organized. Together, they turn legal workflows from reactive to proactive. Less time chasing down approvals means more time for actual billable work (or finally leaving the office before 7pm).

Ready to stop being your firm's human reminder app? Get ApproveThis and connect it to MyCase in under an hour. Or schedule a demo to see how 100+ firms cut approval delays by 60%.

🥳

Integrate with MyCase 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 MyCase

Suggested workflows (and their Zapier components) for MyCase

Create approval requests for new or updated cases in MyCase

Need an efficient way to manage case updates and approvals? This integration allows you to streamline requests for new or updated cases in MyCase by creating an approval workflow automatically, ensuring quick decisions and organized management.

Zapier Components

MyCase Logo

Trigger

Case Added or Updated

Triggers when a case has been added/updated.

Action

Create Request

Creates a new request, probably with input from previous steps.

Update MyCase cases when requests are approved or denied

Ensure your MyCase system is always up-to-date without manual intervention. Once approval requests are completed in ApproveThis, this integration will automatically update the corresponding case in MyCase, keeping all actions streamlined and recorded.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

MyCase Logo

Action

Update Case

Updates an Exisiting Case.

Initiate approval requests for new or updated companies in MyCase

Effortlessly manage company changes in MyCase by setting up automatic approval requests. Each time a company is added or updated, streamline the process by creating an approval workflow in ApproveThis, reducing manual tracking time.

Zapier Components

MyCase Logo

Trigger

Company Added or Updated

Triggers when a company has been added/updated.

Action

Create Request

Creates a new request, probably with input from previous steps.

Schedule MyCase events for new approval requests

Facilitate timely follow-ups on new approval requests by automatically scheduling events in MyCase. This integration ensures that each new request in ApproveThis is accompanied by an event in MyCase, enhancing task planning and accountability.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

MyCase Logo

Action

Create Event

Creates a new Event.