Turn every call and form
into a consult-ready matter
The Intake employee answers your line and web forms around the clock, asks your screening questions, checks conflicts, and books consults with the right attorney. Your team approves each new matter before it opens.
Works with
RingCentralZoom
OutlookGmail
Clio
MyCase
FilevineGoogle Calendar
DocuSign
Microsoft TeamsGoogle DriveDropboxAnd the rest of your legal stack…
Built on the tools your firm already uses
- RingCentral
- Zoom
- Outlook
- Gmail
- Clio
- MyCase
- Filevine
- Google Calendar
- DocuSign
- Microsoft Teams
- Google Drive
- Dropbox
PracticePanther
Smokeball
Word
Excel
SharePoint- Google Docs
- Google Sheets
NetDocuments
iManage- Box
- QuickBooks
LawPay
Built for intake coordinators, receptionists, and client-services leads
1. Connect the apps this employee can use
Set up an employee once, put it to work on every matter
Connect your stack
Connect your phone system, web forms, inboxes, and calendars, plus the practice management system where matters live. Intake works from the same lead list your team does.
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
Ask Intake about a lead in Teams, or forward it a voicemail or an email from a prospect. It answers in the thread with what it knows, what it still needs, and what it recommends.
# pi-intake
R. Singh 1:40 PM
@Intake what do we know about my 2 p.m. consult?
IntakeAI EMPLOYEE1:40 PM
Kim Nguyen: slip and fall at a FreshWay store on Sep 20. ER visit that day, physical therapy since. The store took an incident report and she has photos of the spill. Conflicts are clear. One-page summary attached.
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
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.