A firm saved 20 hours a week from intake to signed engagement. Learn more

Use case · Firm operations

Calculate every deadline and keep every calendar in sync

The Records employee reads orders, notices, and rules, calculates the resulting deadlines, and puts them on the matter team's calendars with reminders. Every calculation shows its work and waits for a docketing clerk to confirm.

Works with

ClioFilevinePracticePantherSmokeballOutlookGoogle CalendarMicrosoft TeamsNetDocumentsSharePointExcelGmailGoogle Sheets

And the rest of your legal stack…

Built on the tools your firm already uses

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

Built for docketing clerks, paralegals, and firm administrators

1. Connect the apps this employee can use

  • Request an app
3 connected
You asked Records

Calendar every deadline in the Shah scheduling order.

RecordsWorking · 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 the rules for each court you practice in: response periods, service extensions, and how weekends and holidays roll. Every calculation cites the rule it used.

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.

# docketing

PostsFilesMatter notes

L. Ortiz 3:22 PM

@Records when are our responses due on the FreshWay discovery?

RecordsAI EMPLOYEE3:22 PM

November 2: 30 days from mail service on Sep 28, plus 3 days for mail, then rolled past the weekend. It's on R. Singh's calendar as tentative until you confirm.

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

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 a docketing clerk corrects a date, the employee keeps the correction as a rule for that court. The same mistake doesn't come back next month.

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.

Stop counting days
by hand

Connect your calendars and practice management, load your court rules, and confirm each date yourself.

Book a demo