Keep every client informed
without writing every update
Lapt's Intake employee reads recent matter activity and drafts plain-English status updates in each attorney's voice. Updates go out on your schedule, and only after the responsible attorney approves them.
Works with
Clio
MyCase
Filevine
OutlookGmail
Microsoft Teams
DocuSignGoogle Calendar
NetDocuments
Word
RingCentralGoogle DocsAnd the rest of your legal stack…
Built on the tools your firm already uses
- Clio
- MyCase
- Filevine
- Outlook
- Gmail
- Microsoft Teams
- DocuSign
- Google Calendar
- NetDocuments
- Word
- RingCentral
- Google Docs
PracticePanther
Smokeball
Excel
SharePoint- Google Drive
- Google Sheets
iManage- Dropbox
- Box
- Zoom
- QuickBooks
LawPay
Built for attorneys, case managers, and client-services teams
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
Set the voice, the reading level, and what's never shared in writing: offers, strategy, opinions. Each attorney can add their own sign-off and preferences.
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.
# client-updates
M. Moreno 8:10 AM
@Intake are the September updates ready for my matters?
IntakeAI EMPLOYEE8:11 AM
Yes: 14 drafts are in your approval queue. Alvarez says the demand went out Sep 24; Okafor explains the answer deadline. I left Shah out because mediation strategy shouldn't go in writing.
Work product · waiting for approvalKeep 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
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
Share the client update employee across the firm. Each attorney only sees and approves updates for their own matters, and walled matters never appear in anyone else's queue.
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.