ApproveThis manages your Legalboards Integration approvals.

Let's be real – legal workflows move at two speeds: "waiting on approvals" and "everything's on fire." Between case management in Legalboards and chasing down signatures via email, your team loses hours weekly on administrative sludge. That's where ApproveThis comes in – not as another tool to manage, but as the missing link that automates approval bottlenecks across your legal ops.

Why This Combo Works Like a Well-Oiled Machine

Legalboards organizes cases. ApproveThis organizes decisions. Together, they handle the entire lifecycle:

• Legalboards: Your source of truth for matters, contacts, deadlines
• ApproveThis: The system that gets shit signed off without 37 reminder emails

We're talking about eliminating the back-and-forth that happens when case details live in Legalboards but approvals happen in Outlook purgatory. This integration keeps everything tracked, auditable, and moving forward.

Three Ways This Saves Legal Teams From Themselves

1. New Matter? Automatic Approval Paper Trail

Picture this: Your litigation team opens a new case in Legalboards. Normally, this kicks off a 2-day email chain to get partner sign-off. With our first Zapier workflow:

What changes: The moment that Legalboards matter is created, ApproveThis automatically routes it to required approvers with all case details attached. Partners approve directly from their inbox (no login required), and the decision auto-records in Legalboards.

Real impact: Mid-sized firms using this shave 8 hours off onboarding complex cases. External counsel can approve without getting access to your entire Legalboards instance.

2. Task Cards That Actually Get Approved

Every legal ops manager knows the drill – you add a "Review NDA" card to a matter, then play carrier pigeon between the associate and GC. Our second integration flips the script:

How it works: When a new task card hits a Legalboards matter, ApproveThis triggers a approval request with deadline reminders. GC gets a clean summary with context from Legalboards, clicks approve, and the card status updates automatically.

Cold hard facts: Teams using this report 60% faster task completion. Bonus: ApproveThis' vacation delegation means no more "John's OOO" delays.

3. Client/Contact Vetting Without the Spreadsheet Circus

Adding a new client in Legalboards should be simple. Until compliance needs to vet them. Our third workflow cuts the middleman:

The magic: New Legalboards contact → Instant ApproveThis request to compliance with conflict check details. Approvers get calculated fields showing potential red flags (ownership stakes, related matters).

Why it matters: Corporate legal departments using this reduced onboarding errors by 45%. Plus, audit trails auto-save in both systems.

Setup That's Easier Than Explaining Legal Hold

If you can order Postmates, you can connect these systems:

1. Grab your Zapier account (free tier works)
2. Pick a trigger from Legalboards (new matter, card, contact)
3. Choose ApproveThis as the action app
4. Map fields – case ID to approval ticket, etc.

Pro tip: Use ApproveThis' calculated fields to auto-flag high-risk matters needing extra scrutiny. Example: If Legalboards matter value exceeds $500K, route to senior partners automatically.

Who Actually Benefits? (Spoiler: Everyone)

Managing Partners

Finally see approval bottlenecks in real dashboards instead of associates' vague updates. Vacation mode stops approvals from piling up on empty desks.

Legal Ops

Stop being human middleware between Legalboards and decision-makers. Automatic audit trails = easier compliance reporting.

External Counsel

Approve requests without another client portal login. Email approvals work from their phone between court appearances.

Finance Teams

Approval thresholds auto-approve routine legal spend (under $10K?) while flagging big-ticket items. All syncs to your ERP through existing Zaps.

The Bottom Line

Legalboards keeps your cases organized. ApproveThis keeps your decisions organized. Together, they keep your team from drowning in low-value admin work. You didn't go to law school to chase signatures – automate that crap and get back to actual lawyering.

Next steps: Book a 12-minute demo showing how we cut approval delays in your specific workflow. Or start a free trial and connect your first Legalboards Zap in under an hour.