Follow up with clients
until the file is complete
Lapt's Intake employee chases missing facts, forms, and documents in your words and on your schedule, then files what comes back to the right matter. When a client sounds upset or asks for advice, it hands the thread to a person.
Works with
OutlookDropboxBoxGoogle Drive
DocuSign
Clio
MyCase
Filevine
RingCentral
Microsoft TeamsGoogle CalendarAnd the rest of your legal stack…
Built on the tools your firm already uses
- Gmail
- Outlook
- Dropbox
- Box
- Google Drive
- DocuSign
- Clio
- MyCase
- Filevine
- RingCentral
- Microsoft Teams
- Google Calendar
PracticePanther
Smokeball
Word
Excel
SharePoint- Google Docs
- Google Sheets
NetDocuments
iManage- Zoom
- QuickBooks
LawPay
Built for case managers, intake teams, and legal assistants
1. Connect the apps this employee can use
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
Write your follow-up schedule, your client voice, and the moments that need a person. The employee follows them exactly, and changing a rule changes every follow-up from then on.
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.
# case-management
A. Chen 3:05 PM
@Intake what's still missing on Ruiz?
IntakeAI EMPLOYEE3:05 PM
Just the photos of the car. The police report and insurance card came in Tuesday and are filed. The second reminder went out this morning; the next step would be a call from you on Friday.
Work product · waiting for approvalKeep it running in the background
Follow-ups run on their own schedule: missing documents each morning, treatment check-ins every other week, reminders two days before every client event. Your team sees the replies, not the chasing.
Employees hand work to each other
One employee finishes and the next picks up with the full matter context. Each handoff is logged, and any step can wait for a person's approval before the next one starts.
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.