ApproveThis manages your Rocket Matter Integration approvals.

Why Combine ApproveThis with Rocket Matter?

Legal teams face relentless pressure to balance meticulous documentation with rapid decision-making. Rocket Matter excels at matter management, timekeeping, and invoicing – but approvals often remain a bottleneck. ApproveThis eliminates this friction by adding structured, automated approval workflows directly into Rocket Matter’s ecosystem via Zapier. Together, they create a closed-loop system where every action – from opening a new case to billing a client – follows consistent, audit-ready processes without manual follow-ups.

Key Benefits for Legal Teams

This integration isn’t about adding complexity – it’s about removing it. Consider a mid-sized firm handling 200+ active matters monthly. Without automation, partners waste hours each week chasing down signatures via email chains. ApproveThis introduces:

• Role-Based Escalation: Automatically route high-value invoice approvals to managing partners while associates handle smaller amounts
• Client-Centric Workflows: External counsel can approve requests via email without needing Rocket Matter logins
• Contextual Tracking: See approval status directly within Rocket Matter matters with timestamps and decision notes

A real-world example: When Smith & Lowe LLP implemented this integration, they reduced matter approval cycles from 3.2 days to 8 hours by eliminating manual handoffs between their intake team and partners.

Critical Use Cases for Legal Operations

1. New Matter Intake with Built-In Compliance Checks

When a paralegal creates a new matter in Rocket Matter, ApproveThis instantly triggers a multi-layered review:

How it works:

1. Conflict check automated via calculated fields comparing client names against existing matters
2. Fee agreements routed to both the assigning attorney and finance lead in parallel
3. Final engagement letter generated only after all parties approve

For firms handling class actions or multi-jurisdictional cases, conditional logic ensures local partners review matters exceeding predefined complexity thresholds.

2. Invoice Approval Chains That Prevent Revenue Leakage

Rocket Matter’s timekeeping feeds into ApproveThis’ monetary thresholds – a $5,000 invoice might need only department head approval, while $50,000+ requires CFO review. Vacation delegation automatically reroutes approvals if key stakeholders are unavailable, preventing billing delays.

Example: Coastal Legal Group reduced write-offs by 22% after implementing automatic holds on invoices where billable hours exceeded matter budgets by 15%.

3. Task Management That Actually Closes Loops

When an approval request is denied in ApproveThis, Rocket Matter automatically creates a task for the originating attorney with denial reasons attached. This creates accountability – no more forgotten follow-ups.

Setup in Three Steps

Integration requires no technical expertise:

1. Connect Rocket Matter and ApproveThis via Zapier (takes under 2 minutes)
2. Map approval triggers – common options include new matters, invoices over $X, or calendar events requiring partner review
3. Test with a $0.01 invoice to confirm routing logic before full deployment

Pro tip: Use ApproveThis’ calculated fields to auto-populate Rocket Matter matter IDs in approval requests, ensuring perfect record alignment.

Department-Specific Advantages

For Managing Partners

Gain real-time visibility into approval bottlenecks across all matters via ApproveThis’ dashboard. Identify which practice areas consistently delay sign-offs – then adjust workflows or staffing accordingly.

For Finance Teams

Auto-flag invoices that deviate from matter budgets before they reach AP. ApproveThis’ thresholds can block approvals until attorneys provide written justification for overages.

For Paralegals

Stop playing phone tag with partners. Get instant notifications when approvals are granted, with all documentation stored directly in Rocket Matter matters.

Why This Integration Beats Manual Processes

Traditional approval methods crumble under scale. A 15-attorney firm approving 50 weekly matters via email wastes 62 hours/month on status checks alone. ApproveThis adds structure without rigidity:

Flexible Routing: Blend sequential and parallel approvals – require all equity partners to review malpractice matters, but let any senior associate approve routine filings.

Client-Friendly: External vendors or co-counsel approve NDAs via email while keeping your Rocket Matter data secure.

Audit Proof: Every decision is logged with timestamps, comments, and approver credentials – critical for compliance audits.

Getting Started

Approval automation isn’t about replacing human judgment – it’s about eliminating the administrative sludge that slows legal teams down. To implement:

1. Register for ApproveThis (free 14-day trial available)
2. Connect to Rocket Matter via Zapier using pre-built templates
3. Map your first workflow – start with new matter approvals to demonstrate immediate ROI

For complex firms, request a custom demo to model workflows around practice areas, client types, or jurisdictional rules.

The Bottom Line

In legal services, time literally is money. ApproveThis and Rocket Matter’s integration turns approval delays from a cost center into a competitive advantage. By automating routine sign-offs, firms can reallocate hundreds of billable hours annually toward client-facing work while virtually eliminating compliance risks from manual errors.

Ready to stop chasing approvals? Launch your free trial or schedule a workflow audit to quantify potential time savings specific to your firm’s volume.