Every document named, filed,
and indexed to your standard
The Records employee reads each incoming document, works out the matter and document type, renames it to your convention, files it to the right folder, and keeps an index your team can search.
Works with
NetDocuments
iManage
SharePointGoogle DriveDropboxBox
OutlookGmail
Clio
Filevine
Excel
DocuSignAnd the rest of your legal stack…
Built on the tools your firm already uses
- NetDocuments
- iManage
- SharePoint
- Google Drive
- Dropbox
- Box
- Outlook
- Gmail
- Clio
- Filevine
- Excel
- DocuSign
MyCase
PracticePanther
Smokeball
Microsoft Teams
Word- Google Calendar
- Google Docs
- Google Sheets
- Zoom
RingCentral- QuickBooks
LawPay
Built for records managers, legal assistants, and paralegals
1. Connect the apps this employee can use
Set up an employee once, put it to work on every matter
Connect your stack
Connect the inboxes and shared folders documents arrive in, and the document management system they belong in. Records moves them from one to the other, renamed and indexed.
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.
# records
A. Chen 12:15 PM
@Records can you tidy the Okafor folder before R. Singh takes it over?
RecordsAI EMPLOYEE12:16 PM
The plan's ready: 312 files, 11 duplicates to archive, 24 unnamed scans to rename, and a new folder structure. Nothing moves until you approve the rename list.
Work product · waiting for approvalKeep it running in the background
Records files new attachments every few minutes, sorts client uploads as they arrive, and sends a daily list of anything it couldn't place. The unfiled pile stops growing.
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.