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Use case · Billing

Clean time entries and draft invoices before month-end

The Billing employee reviews every entry against client billing guidelines, rewrites vague narratives, splits block billing, flags write-downs for a partner, and drafts invoices that post only after approval.

Works with

ClioPracticePantherSmokeballMyCaseQuickBooksLawPayExcelGoogle SheetsOutlookGmailMicrosoft TeamsFilevine

And the rest of your legal stack…

Built on the tools your firm already uses

  • Clio
  • PracticePanther
  • Smokeball
  • MyCase
  • QuickBooks
  • LawPay
  • Excel
  • Google Sheets
  • Outlook
  • Gmail
  • Microsoft Teams
  • Filevine
  • Word
  • SharePoint
  • Google Drive
  • Google Calendar
  • Google Docs
  • NetDocuments
  • iManage
  • Dropbox
  • Box
  • DocuSign
  • Zoom
  • RingCentral

Built for billing coordinators, billing partners, and firm administrators

1. Connect the apps this employee can use

  • Request an app
2 connected
You asked Billing

Clean up September narratives before the pre-bills go out.

BillingWorking · 0/3

Set up an employee once, put it to work on every matter

Connect your stack

Give each employee the same systems your staff already use: practice management, document management, Microsoft 365 or Google Workspace, e-signature, and billing. You decide what it can read and what it can change, connection by connection.

Legal-grade reasoning

Lapt picks the model for each step: long-context reading for a 400-page record, careful reasoning for a conflict analysis, a fast model for sorting email. Only the models your firm approves are ever used.

Add your firm's skills

Load each client's billing guidelines and your firm's narrative standard. Billing checks every entry against both and explains every change it suggests.

Work with it like a colleague

Mention an employee in Teams or forward it an email. It answers in the thread, links the work product, and asks a question when something in the file is unclear.

# billing

PostsFilesMatter notes

L. Ortiz 2:45 PM

@Billing why is the Northgate pre-bill held?

BillingAI EMPLOYEE2:46 PM

Three entries bill document organization at R. Singh's rate, and Northgate's guidelines exclude that. I suggested moving them to paralegal time. Once R. Singh approves, the pre-bill goes to M. Moreno.

Work product · waiting for approval
Reply in thread

Keep it running in the background

Put employees on schedules and triggers: every new web form, every weekday at 7 a.m., every time a document lands in the matter folder. The work is ready when your team gets back from court.

Employees hand work to each other

Paralegal logs time as it drafts, Billing reviews it and builds the invoice, and Intake answers the client's questions about it. Each step starts from the approved version of the last.

Share it across the firm

Set an employee up once, then share it with a practice group or the whole firm. Matter-level permissions and ethical walls decide what it can see for each person who uses it.

Gets better with every review

When an attorney edits a draft or requests changes, the correction becomes a rule the employee follows next time. Rules are visible, editable, and shared with the team.

With the controls legal work requires

Matter-level permissions

Employees only see the matters they're assigned to. Ethical walls and restricted matters apply to them exactly as they do to your staff.

Private deployment

Run your workspace in a dedicated environment for firms that need matter data isolated from everyone else's.

Model controls

Choose which models employees may use, by task and by practice group, and block everything else.

Usage monitoring

See tasks and spend by employee, matter, and practice group, with budgets and alerts before you reach them.

Audit logging

Every document read, draft, tool call, and approval is recorded with who asked, what ran, and what changed.

Citations

Facts in work product link back to the page they came from, so a reviewer can check the source in one click.

Single sign-on

People sign in through your identity provider, and access is removed everywhere when someone leaves the firm.

Data retention

Set how long task history and drafts are kept, and have them follow each matter's retention schedule.

Approval rules

Decide what needs a person's sign-off (client email, filings, invoices over a threshold) and who gives it.

Resources to go further

See every ready-made employee, check your tools against the integration list, or walk through a matter with our team.

On the clock for your firm

Every task logged, cited, and approved by a person before anything leaves the firm.

Clean entries,
clean invoices, every month

Connect your practice management and accounting, load your guidelines, and approve every invoice before it goes out.

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