Request, track, and summarize
medical records, with citations
The Records employee requests records and bills from every provider, follows up until they arrive, and summarizes them into a chronology where every entry cites the page it came from.
Works with
OutlookGmail
DocuSignGoogle DriveDropboxBox
NetDocuments
Filevine
Clio
Excel
Word
RingCentralAnd the rest of your legal stack…
Built on the tools your firm already uses
- Outlook
- Gmail
- DocuSign
- Google Drive
- Dropbox
- Box
- NetDocuments
- Filevine
- Clio
- Excel
- Word
- RingCentral
MyCase
PracticePanther
Smokeball
Microsoft Teams
SharePoint- Google Calendar
- Google Docs
- Google Sheets
iManage- Zoom
- QuickBooks
LawPay
Built for records coordinators, paralegals, and case managers
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 inbox your requests go out from, e-signature for authorizations, and the folders records land in. Records works the whole loop, from request to page-cited summary.
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 11:48 AM
@Records did St. Luke's send the imaging?
RecordsAI EMPLOYEE11:49 AM
The report, yes: the MRI is at p. 148 and shows a C5–C6 disc bulge. The images are on a disc they're mailing. I added the finding to the chronology and set a follow-up for the disc.
Work product · waiting for approvalKeep it running in the background
Records checks every open request each morning, reads new records as soon as they land in the matter folder, and refreshes the chronology every Friday. Nobody has to remember which provider is late.
Employees hand work to each other
Intake lists the providers from the first call, Records requests and summarizes the records, and Paralegal drafts the demand from the chronology. Each step starts with everything the last one learned.
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.