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Use case · Intake

Conflict checks that search everywhere, every time

The Intake employee searches your practice management system, document profiles, and billing records for every party, alias, and related entity, then lists possible matches for a person to clear. It never clears a conflict on its own.

Works with

ClioMyCasePracticePantherFilevineNetDocumentsiManageQuickBooksOutlookExcelSharePointMicrosoft TeamsWord

And the rest of your legal stack…

Built on the tools your firm already uses

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

Built for intake teams, conflicts analysts, and general counsel

1. Connect the apps this employee can use

  • Request an app
3 connected
You asked Intake

Run conflicts for the Nguyen lead: FreshWay Markets, its property manager, and their insurer.

IntakeWorking · 0/3

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

Connect your stack

Connect every place a name can hide: practice management contacts, closed matters, document profiles, and billing clients. Intake searches all of them on every check, not just the one it's easiest to reach.

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

Teach employees how your firm does things: your templates, your screening criteria, your naming conventions. Write a skill once and every employee that needs it can use it.

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.

# conflicts

PostsFilesMatter notes

T. Brooks 11:20 AM

@Intake are conflicts clear on the Nguyen lead?

IntakeAI EMPLOYEE11:21 AM

One hit: FreshWay is also the defendant in Shah v. FreshWay, where we represent the plaintiff, so it's likely not a conflict. The memo is ready for an attorney to clear. I haven't marked it cleared.

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

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 conflicts employee with intake and the conflicts team. Results for walled matters only reach the people allowed to see them, and every search is logged for the file.

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.

Check conflicts before
the first consult

Connect your practice management and document systems, list your sources, and clear every match yourself.

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