Permissions, citations, and audit trails for legal AI
Every AI employee works inside the rules your firm sets, and every action it takes is on the record.
Book a demoHale & Moreno LLP/Controls/Activity
LiveActivity
Every action by every AI employee, across matters and tools
Employee actions per day
- Intake
- Paralegal
- Records
- Billing
Stacked bar chart of daily actions by the Intake, Paralegal, Records, and Billing employees from September 1 to September 28.
Run conflict checkNew inquiry · K. Brooks · Just nowNew inquiry · K. BrooksIntake lineDone
Draft demand letterAlvarez v. Delta Freight · 1m agoAlvarez v. Delta FreightM. MorenoDone
Send client updateAlvarez v. Delta Freight · 3m agoAlvarez v. Delta FreightM. MorenoNeeds approvalOpen matter fileShah v. FreshWay · 6m agoShah v. FreshWayA. ChenBlocked · walledAnswer fee questionEstate of R. Patel · 22m agoEstate of R. PatelClient emailEscalatedOne record of everything your AI employees do
Trace every action to a person and a matter
Requests come in from Teams, Outlook, or the Lapt workspace. Lapt checks permissions, logs the call, and passes it to your tools.
- “Draft the Alvarez demand”
- “Pull the Okafor records”
- “Send Maria her next steps”
- Checks permissions
- Cites every source
- Logs the call
Nothing leaves the firm without approval
Client messages, letters, and invoices wait for the right person. Every step is written to the matter's record.
Follow-up email
Alvarez v. Delta Freight · outlook.send
- Drafted by Intake14s
- Facts cited to the intake call3 sources
- Conflict signals checked in ClioClear
- Approval rule matchedClient message
- Approved by M. Moreno9:41 AM
- Sent from Outlook, logged to the matter9:41 AM
From shadow AI to full visibility
Identity provider
Lapt
Single sign-on with your identity provider
Staff sign in with the accounts your firm already manages, and identity groups map to Lapt roles.
WordDraft letterEvery tool call traced
Each action is tied to the person who asked, the employee that acted, and the matter it touched.
Matter-level and role-based permissions
Decide which employees and staff can reach which matters. Ethical walls apply to AI employees the same way they apply to people.
OutlookRead thread AllowDraft reply AllowSend to client ApprovalDelete thread BlockPer-tool approval rules
Set rules per tool and per action. Read and draft freely, and hold anything that leaves the firm for a person to approve.
Credentials in a vault, not on laptops
Connections to Clio, Microsoft 365, and the rest of your stack are held in Lapt's vault. No passwords in spreadsheets, no keys on personal machines.
Matter summary · Alvarez
Rear-ended on I-35 by a Delta Freight truck on Sep 14.1
Treated at St. Luke's ER the same night.2
18 physical therapy visits through Sep 25.3
St. Luke's ER recordsp. 4
“Pt presents following rear-impact MVC, c/o neck pain…”
Citations on every generated fact
Summaries, letters, and chronologies cite the document, page, or call moment behind each fact, so reviewers check the source instead of redoing the work.
- 09:41:12paralegalword.draftM. Moreno
- 09:41:40intakeoutlook.sendheld
- 09:42:03m.morenoapproval.grant—
- 09:43:18recordsdrive.readJ. Hale
- 09:44:51paralegalclio.openblocked
audit-log-2026-09.csvExportable audit log
Every action, approval, and permission change goes into one log you can filter, search, and export for your records.
Follow-up rules
- Quiet hours8 PM – 8 AM
- Stop after3 follow-ups
- Hand off when unsureIntake team
Intake · handed off
Caller asked about a filing deadline. Sent to J. Hale with the transcript.
Stop conditions and escalation
Employees pause and hand off to staff when they're unsure. Follow-up respects the quiet hours and stop conditions you set.