A current, cited summary
on every matter
The Paralegal employee keeps a one-page summary on each matter, with posture, key dates, open issues, and what changed this week, updated as documents and emails arrive and cited to the source.
Works with
Clio
Filevine
MyCase
NetDocuments
iManage
OutlookGmail
Microsoft Teams
SharePoint
WordGoogle DriveGoogle DocsAnd the rest of your legal stack…
Built on the tools your firm already uses
- Clio
- Filevine
- MyCase
- NetDocuments
- iManage
- Outlook
- Gmail
- Microsoft Teams
- SharePoint
- Word
- Google Drive
- Google Docs
PracticePanther
Smokeball
Excel- Google Calendar
- Google Sheets
- Dropbox
- Box
DocuSign- Zoom
RingCentral- QuickBooks
LawPay
Built for attorneys, paralegals, and practice-group leaders
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
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.
# okafor-v-northline
R. Singh 8:45 AM
@Paralegal I just picked up Okafor. What do I need to know this week?
ParalegalAI EMPLOYEE8:46 AM
Three things: the answer is due Oct 6, the client prefers calls after 5 p.m., and Northline's adjuster asked for the wage records on Sep 22 and hasn't had them. Full briefing attached, every point cited.
Work product · waiting for approvalKeep it running in the background
Summaries refresh themselves: when a filing lands, an offer arrives, or a deadline moves, the matter's summary changes the same day, and partners get the week's changes every Friday.
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
Everyone on the matter team reads the same summary. People outside the team, or behind an ethical wall, never see it, and the summary never mentions walled matters.
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.