Legal Integration
Best AI Assistant for LEAP
Carly is an AI assistant that connects to LEAP so you can open matters, add clients, log time entries, and check matter details — all by email or text. No stopping to log into LEAP between calls and appointments.
Try Carly →What Carly can do with LEAP
Open matters from a call
Text or email Carly the client and case details after an intake call and she opens the matter in LEAP and adds the client and contact — no logging in between appointments.
Log time entries on the go
After a drafting session, call, or meeting, tell Carly the time and matter and she logs the time entry in LEAP so billable hours get captured instead of forgotten.
Add clients and contacts
Give Carly a new client's name and details and she creates the client and contact record in LEAP so it's ready to bill and correspond against.
Check where a matter stands
Ask Carly for a matter's details and recent activity and she pulls them from LEAP and sends a summary by email or text — handy before a client call.
Why small law firms are using AI to run LEAP
LEAP is the cloud practice management and document automation platform small law firms run on. It ties together matters, clients and contacts, time and billing, and document metadata in one place. That's a lot of upkeep for a small team — opening a matter, adding the client, and logging every tenth of an hour is the work that keeps the firm paid, and it's also the work that gets skipped when everyone's busy.
AI tools for LEAP should let a small-firm attorney or staffer keep the system current in a sentence, from wherever they are. When logging a time entry or opening a matter is one text, the billable hours actually get captured and the matter list stays accurate.
How Carly works as your AI LEAP assistant
Carly connects to your LEAP account through the API. Once connected, you manage matters, clients, and time over email or text — like messaging a legal assistant who keeps the practice management system up to date.
Just took a new client call? Text Carly the details and she opens the matter and adds the client and contact in LEAP. Finished a two-hour drafting session? Tell Carly and she logs the time entry against the right matter. Need to know where a matter stands? Ask Carly and she pulls the matter details and recent activity from LEAP.
Because Carly works from outside LEAP, she can connect your practice management to your calendar and inbox — logging time against the matter tied to a meeting on your schedule, or opening a matter from the email thread where a new client first reached out.
Who uses Carly with LEAP
Small-firm attorneys who bill by the hour and lose money every time a time entry doesn't get logged. Legal assistants and paralegals who open matters, add clients, and keep the system current between everything else. Firm staff who want matter and billing data updated without sitting in LEAP all day. If your practice runs on LEAP but the data entry keeps falling behind, Carly captures the matters, clients, and time while you focus on the legal work.
See it in action
How to connect LEAP to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect LEAP
Authorize the LEAP integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in LEAP. She handles the rest.
Frequently asked questions
What is the best AI tool for LEAP?
Carly is an AI assistant that connects to LEAP and lets you open matters, add clients, log time entries, and check matter details — all by email or text. She works from outside LEAP so you can keep your practice management system current without logging in.
Can AI log time entries in LEAP for me?
Yes. Tell Carly how long you spent and on which matter and she logs the time entry in LEAP. Capturing billable hours becomes a quick text after a call or drafting session instead of a task you save for the end of the day.
How do I connect Carly to LEAP?
In your Carly dashboard at carlyassistant.com/integrations, connect LEAP with your API key. Once connected, Carly can open matters, add clients, log time, and pull matter details from your LEAP account.
Can Carly open a new matter in LEAP?
Yes. Give Carly the client and case details after an intake and she opens the matter in LEAP and adds the client and contact, so a new engagement is set up without you clicking through the new-matter screens.
Can Carly pull matter details from LEAP?
Carly pulls a matter's details and recent activity from LEAP on demand. Ask her where a matter stands before a client call and she sends a summary by email or text.
Is Carly different from LEAP's built-in automation?
Yes. LEAP's automation and templates run inside the platform. Carly is an external assistant you email or text — she opens matters, logs time, and answers matter questions on demand from anywhere without logging in. She also connects LEAP to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."