One operating layer for the work before attorney judgment.
Lapt captures intake facts, screens names, follows up, updates firm systems, and prepares review-ready drafts. Your firm controls the rules and the final decision.
Intake automation
Turn calls and forms into a consistent matter record before the first staff review.
- What it handles
- Caller details, practice area, urgency, parties, missing facts, and routing.
- What your team receives
- A structured summary, transcript, source material, and the next required action.
- Where people decide
- Staff approve qualification, assignment, and any exception to firm policy.
- 01Inquiry receivedPhone, web form, or referral
- 02Facts structuredMatter type, parties, dates, and source
- 03Missing information requestedOnly the questions required by firm policy
- 04Review queue updatedSummary and source record ready for staff
- 05Approved matter routedOwner, calendar, and system of record
AI-assisted conflict screening
Start conflict review with organized parties and possible matches—not a blank search box.
- What it handles
- Clients, adverse parties, companies, witnesses, and related name variants.
- What your team receives
- Potential matches with the party role and the underlying record in context.
- Where people decide
- Lapt never clears a conflict. Staff or counsel makes the disposition.
Possible matches remain held until the firm records a disposition.
Firm-approved follow-up agents
Collect missing facts and keep qualified matters moving without asking staff to monitor every inbox.
- What it handles
- Missing intake answers, scheduling prompts, status reminders, and basic process questions.
- What your team receives
- A complete message history and an updated intake record.
- Where people decide
- The firm sets scripts, escalation rules, quiet hours, and prohibited responses.
- Required fact missingIncident date
- Approved request sentSMS and email
- Caller response receivedRecord updated
- Exception detectedEscalated to staff
Agents collect facts and explain process. They do not provide legal advice.
Workflow integrations and custom software
Connect intake rules to the systems your firm already uses, or build the missing internal tool.
- What it handles
- Record creation, field updates, task routing, calendar events, and internal approvals.
- Systems
- Clio, Filevine, MyCase, PracticePanther, Smokeball, email, calendars, and custom databases.
- Implementation
- We map the current workflow, define ownership and exceptions, then build against approved requirements.
Document automation
Prepare first drafts from approved matter facts while keeping source material visible.
- What it handles
- Matter summaries, internal memos, demand-letter drafts, engagement documents, and document packets.
- What your team receives
- A draft with merge fields, cited source facts, and incomplete items clearly marked.
- Where people decide
- An attorney reviews substance and approves anything that leaves the firm.
Engagement Letter
Client, incident, scope, and fee terms inserted from the reviewed matter record.
Automation stops where professional judgment begins.
- Source visibilitySummaries and drafts retain the record they came from.
- Firm-defined rulesYour qualification, escalation, and approval policies govern each workflow.
- Human dispositionConflicts, legal conclusions, and outbound work product remain with the firm.
Start with the workflow that costs the firm the most time.
- 01Audit the current process
Document intake channels, handoffs, systems, exceptions, and approval owners.
- 02Define the operating rules
Agree on required facts, routing, escalation, permissions, and review points.
- 03Build and validate
Connect the approved workflow, test representative matters, and launch with clear ownership.
Show us the handoff that keeps breaking.
We will map the workflow, identify the avoidable manual work, and tell you what should—and should not—be automated.
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