Leverage Client Intake & Management Platform
byLeverage
Leverage is a comprehensive client intake and management platform designed specifically for law firms. It automates client screening, signing, communications, document exchange, data, and task management within a single integrated system, thereby reducing client service costs and significantly enhancing client satisfaction. The platform supports various legal practices, including family, immigration, employment, business, and personal injury law, offering tailored solutions for each. Key features include Smart Intake™ for automated client screening, built-in e-signing of fee agreements, secure client communication portals, and robust task management tools. Leverage also integrates with tools like Clio to enhance functionality. By streamlining operations and automating repetitive tasks, Leverage enables law firms to focus more on delivering high-quality legal services to their clients.
Features
- Smart Intake™ for automated client screening
- Built-in e-signing of fee agreements and documents
- Secure client communication portal with email and text messaging
- Secure document exchange and storage
- Task management and workflow automation
- Customizable client status fields and grouping
- Integration with Clio for enhanced functionality
- Marketing dashboards for conversion optimization
- Video messaging tools for client engagement
- Automated follow-up processes and reminders
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