ApproveThis manages your Confido Legal Integration approvals.

When Legal Meets Approval Automation

Let's be real - legal payments suck. Between tracking trust accounts, managing client retainers, and getting three partners to sign off on every check cut, most law firms operate like it's 1998. Confido Legal modernizes the money stuff, but here's the kicker: you're still stuck with manual approvals slowing everything down. That's where pairing Confido with ApproveThis turns your firm into a well-oiled machine.

ApproveThis isn't another clunky legal tech tool. It's the missing piece that automates sign-offs on Confido payments, trust account transfers, or expense reimbursements - all while keeping your compliance team happy. Think of it like giving your accounting department a turbo button that works directly inside your existing payment workflows.

Why This Combo Actually Matters

Mid-sized law firms (50-5,000 employees) aren't small enough to wing it with email approvals, but not big enough to waste money on enterprise systems. Here's where the Zapier integration between ApproveThis and Confido Legal hits different:

Kills Payment Bottlenecks

Confido handles the money movement - ApproveThis handles the "Hey, can someone approve this?" chaos. When a paralegal initiates a $5,000 client refund in Confido, ApproveThis automatically routes it to the right partners based on amount, matter type, or whatever rules you set. No more hunting down attorneys at the golf course.

Trust Account Audits Made Less Painful

Every approval decision in ApproveThis creates a timestamped paper trail that ties directly to Confido's payment records. When compliance comes knocking, you've got instant proof of who approved what - without digging through 12 different systems.

External Clients Stay in the Loop (Without Getting Access)

Here's the pro move: Send approval requests to external clients or co-counsel via ApproveThis' email approvals. They click "Approve" without needing a Confido login, you maintain control over actual payment execution. Perfect for splitting case costs or getting client sign-off on major expenses.

Real-World Use Cases That Don't Put People to Sleep

Use Case 1: Auto-Escalate Big Ticket Payments

The Problem: Your junior associate just approved a $50,000 settlement payout because the managing partner was on vacation. Now you're explaining to the bar association why there's no oversight.

The Fix: Set up a Zapier automation where:

• Confido triggers ApproveThis when any payment over $10k is initiated
• ApproveThis routes it to the junior associate first
• If approved, auto-escalates to a senior partner using approval thresholds

Who Cares: Insurance defense firms handling high-volume settlements. Stops junior staff from greenlighting six-figure payments without oversight.

Use Case 2: Client Retainer Replenishment That Doesn't Annoy Everyone

The Problem: Your accounting team manually emails clients when trust accounts dip below $2k. Half get ignored, leading to awkward "We can't file that motion until you pay us" conversations.

The Fix: Build a workflow where:

• Confido detects when a matter's trust balance hits $1,500
• ApproveThis automatically sends replenishment approval requests to the client
• Once approved, Confido charges their card on file and updates the matter

Who Cares: Personal injury practices with volatile case costs. Clients approve refills via email without logging into another portal.

Under-the-Hood Features That Make This Work

ApproveThis isn't just a fancy "Yes/No" button. These features matter for legal workflows:

Approval Thresholds = Your New Best Friend

Set rules like "Auto-approve trust replenishments under $500 if client has paid on time 6+ months." Slashes approval volume for reliable clients while keeping tight controls on new matters.

Vacation Delegation That Doesn't Require a Law Degree

When Partner A is in trial, ApproveThis automatically reroutes their approvals to Partner B. No more "I assumed you checked the trust account balance!" malpractice squabbles.

Calculated Fields for Smarter Routing

Automatically flag payments that exceed matter budgets or client retainers. Example: If a $20k settlement payment would drain the trust account, route it for special review even if under normal approval limits.

Setting This Up Without Losing Your Mind

Zapier integration keeps this technical debt low. Here's the playbook:

Step 1: Connect the Pipes

In Zapier, link your Confido Legal account and ApproveThis. Takes about 4 minutes if you have admin access to both systems.

Step 2: Pick Your Triggers

Choose when Confido should ping ApproveThis: - New payment created - Trust account balance alert - Invoice marked ready for client approval

Step 3: Build Approval Logic

Use ApproveThis' no-code builder to set rules like: - Payments over $X require Y approvers - Client-related approvals must include matter number - Emergency payments after hours go straight to managing partner's phone

Test with a $1 payment to confirm the flow, then go live. Full setup typically takes 2-3 hours max.

Which Teams Actually Benefit?

Accounting/Finance

Stop being the approval police. Now when the COO asks "Why did we approve that vendor payment?", you have a clear ApproveThis audit trail linked to Confido's records.

Managing Partners

Get mobile approvals for big checks without getting cc'd on every $50 Staples order. Use approval groups to distribute workload across equity partners.

Paralegals/Legal Assistants

No more sticky notes on monitors saying "Did you approve this??". Status updates auto-post to your case management system via Zapier.

The Bottom Line

ApproveThis + Confido Legal isn't about flashy tech - it's about finally fixing the approval bottlenecks that make legal finance teams want to scream into the void. We're talking real-world results like:

- 65% faster client trust replenishments
- 90% reduction in "Who approved this?" audit prep time
- 40% fewer accounting tickets about missing approvals

Best part? Approvers don't need Confido licenses - huge for firms working with external co-counsel or client approvals. Just set up the Zapier integration once and let it handle the grunt work.

Ready to stop playing approval tag? Get Started with ApproveThis or book a 15-minute demo to see the Confido integration live. No legal jargon guaranteed.