Leverage Client Intake
byLeverage
Leverage is a legal technology company that offers a comprehensive client intake and management platform designed to automate and streamline various aspects of client engagement for law firms. Their solution encompasses client screening, document signing, communication, document exchange, data management, and task management, all integrated into a single system. This integration aims to reduce client service costs while significantly enhancing client satisfaction.
Features
- Automated client screening and interviewing
- Built-in e-signing of fee agreements and other documents
- Secure client portal for document exchange
- Automated communications via email and text
- Personalized mass email and text messaging
- Secure document exchange
- Intelligent, interactive surveys
- Automated client grouping and task management
- Customizable client status fields
- Integration with payment processing systems like Stripe