Lapsewise docs

Add a real record, check its dates and recipients, and build a simple daily routine.

The manual and document creation flows, required fields, optional details and recipient selection.

Watch five practical lessons covering your first record, workspace setup, reminder recipients, renewals and collecting documents.

Runway, Timeline, Board, Table and Calendar: five useful ways to work with the same records.

Prioritise open deadlines, see the responsible person and decide the next action.

See deadline markers and trails from today to plan ahead for busy periods.

Move records through review stages while keeping deadline urgency visible.

Compare fields, choose columns and select records for bulk reminder changes.

Plan by day or month and subscribe to filtered deadlines in another calendar.

Find records across modules, narrow a list and save a useful combination of filters.

Use the record panel to update details, complete dates, manage reminders and see who is handling an obligation.

Record renewal cycles, confirm automatic date rules and retain the context behind each change.

Keep source files beside their dates, review replacements and understand the different upload limits.

Define expected documents and find missing records, missing files and expired dates.

Collect a file through a private upload link, inspect it and approve it as a new or replacement attachment.

Extract suggested details from a PDF or image, then review the fields before creating or updating a record.

Choose who receives deadline reminders, understand the schedule and check delivery on each record.

Add recipients in Account > Contacts so customers, suppliers and colleagues can receive emails without joining the workspace.

Add, remove or replace additional team and contact recipients across a selected or filtered set of records.

Acknowledge a deadline, pause reminders temporarily and choose a backup team member.

Read the next schedule and delivery history, and resolve pending contacts, failures or uncertain results.

Track the earlier date for giving notice as well as the later renewal or end date.

Get renewal and expiry reminders by text on Pro, sent through your own Twilio account. Setup under Account > Notifications.

Post renewal and expiry reminders into a Slack channel on Pro. Connect an incoming webhook under Account > Notifications.

What to track in Certifications, the relevant fields and a practical record-maintenance routine.

What to track in Contracts, the relevant fields and a practical record-maintenance routine.

What to track in Grants, the relevant fields and a practical record-maintenance routine.

What to track in Licenses, the relevant fields and a practical record-maintenance routine.

What to track in Insurance, the relevant fields and a practical record-maintenance routine.

What to track in Warranties, the relevant fields and a practical record-maintenance routine.

What to track in Memberships, the relevant fields and a practical record-maintenance routine.

What to track in Domains, the relevant fields and a practical record-maintenance routine.

What to track in Inspections, the relevant fields and a practical record-maintenance routine.

What to track in Permits, the relevant fields and a practical record-maintenance routine.

What to track in Leases, the relevant fields and a practical record-maintenance routine.

What to track in Employee Docs, the relevant fields and a practical record-maintenance routine.

Map spreadsheet columns, review dates, skip matched records and check import results.

Understand annualised listed costs, renewal values, deadline workload and report exports.

Choose between a records CSV, a complete workspace download and evidence for one record.

A guide to all ten tabs: profile, preferences, contacts, notifications, AI, billing, rewards, modules, workspace and security.

Invite workspace members, choose their role and distinguish workspace access from reminder-only contacts.

Compare Free and Pro, understand workspace pricing and manage a subscription.

A guide to today’s features and improvements, with links to the updated instructions.