ApproveThis manages your Jusnote Integration approvals.

Why Bother Connecting Jusnote and ApproveThis?

Let’s cut to the chase: legal teams have better things to do than chase signatures or babysit invoice approvals. Jusnote keeps lawyers sane by handling matter management, time tracking, and billing. ApproveThis? It’s the muscle that ensures decisions get made without six follow-up emails. Together, they turn “where’s that approval?” into “it’s already handled.”

Jusnote organizes the chaos of legal work – matters, bills, expenses. But when those items need sign-off? That’s where ApproveThis steps in, automating approvals so partners can focus on billable hours instead of administrative busywork. No more missed deadlines because someone’s OOO or stuck in court.

Use Cases That Actually Matter (No Pun Intended)

1. Bill Approvals That Don’t Require a Detective

New bill pops up in Jusnote? ApproveThis instantly routes it to the right person based on amount or matter type. A midsize law firm used this to cut approval time for vendor invoices from 3 days to 4 hours. Approval thresholds auto-approve routine bills, while anything over $10K goes straight to the managing partner. Bonus: approvers get everything they need in one email – no logging into Jusnote required.

2. Expense Reports That Don’t Make You Want to Quit

Associate submits a $2K client dinner expense in Jusnote? Finance gets an ApproveThis request with real-time policy checks (yes, that sushi place is client-approved). Conditional logic routes out-of-policy spends to compliance. One corporate legal team slashed expense audit time by 60% using calculated fields to flag discrepancies automatically.

3. Task Assignments That Don’t Rely on Hope

New task in Jusnote triggers an approval chain. Example: A paralegal adds a discovery review task. ApproveThis pings the litigation lead to confirm who’s assigned, considering workload balances. If the usual approver’s on vacation? Delegation kicks in. No more assigning tasks to people already underwater.

4. Matter Intake That Doesn’t Bottleneck

New client matter in Jusnote? ApproveThis routes conflict checks to the ethics team, then sends engagement letter approvals to the responsible partner. Sequential approvals ensure compliance before anyone touches the case. A 200-attorney firm reduced matter setup from 48 hours to 6 by automating this flow.

Setting This Up Without Needing IT on Speed Dial

Step 1: Zapier connects Jusnote and ApproveThis. You pick a trigger (like “New Bill” in Jusnote). Step 2: Map the data – bill amount, matter ID, vendor info get shoved into an ApproveThis request. Step 3: Set who approves what. Pro tip: Use approval thresholds so small bills auto-approve. Done. Whole setup takes 15 minutes if you’re slow at clicking.

Who Actually Cares? (Team Benefits)

Legal Teams: Stop Herding Cats

Partners approve bills between court appearances. Associates get task assignments confirmed before they’re buried in doc review. Ethics committees handle conflict checks without 8AM meetings. All tracked in one dashboard – no more “I thought you approved that?”

Finance: Close Books Faster

AP teams approve vendor invoices against matter budgets in real time. Expense reports get policy checks before approval. Everything syncs back to Jusnote for auditing. Month-end closes stop being a fire drill.

Operations: Fix Bottlenecks Before They’re Problems

See which matters stall at intake. Spot partners who delay approvals. Use vacation delegation to keep things moving. Real-time data means you actually prevent issues instead of just reacting.

The Unsexy (But Critical) Details

Approvers don’t need Jusnote logins – huge for client-facing matters. Approval groups let you require consensus (all partners vote) or hierarchy (associate → senior → partner). Calculated fields auto-flag expenses exceeding per-diems. And yes, it works on mobile because no one’s chained to a desk.

Bottom Line: This Isn’t “Nice to Have”

If your legal team’s approval process involves sticky notes or “per my last email,” you’re bleeding time and cash. The Jusnote + ApproveThis combo isn’t about being fancy – it’s about eliminating steps that shouldn’t exist in 2024. 1700-lawyer firms use this. So do 50-person corporate teams. The ROI isn’t hypothetical.

Ready to stop being an approval bottleneck? Register for ApproveThis or book a 10-minute demo. No sales jargon – just show us where approvals are killing your momentum.