Leverage Client Intake Platform
byLeverage
Leverage Client Intake Platform is a comprehensive solution designed to automate and streamline the client intake and management processes for law firms. It integrates client screening, document signing, communication, and task management into a single system, aiming to reduce service costs and enhance client satisfaction.
Features
- Automated client screening and interviewing
- Built-in e-signing of fee agreements and other documents
- Secure client portal for document exchange
- Personalized mass email and text messaging
- Private client website with blogging and video support
- Automated client grouping and task management
- Customizable workflows and data fields
- Integration with Stripe for payment processing
Related Products
Clio Grow
Clio
Clio Grow is a client intake and customer relationship management (CRM) software designed to streamline the client ac...
Rocket Matter
Rocket Matter
Rocket Matter is a cloud-based legal practice management software designed to streamline law firm operations, enhance...
Litify
Litify
Litify is an all-in-one legal software platform designed to empower law firms and corporate legal departments by auto...
CASEpeer
CASEpeer
CASEpeer is a cloud-based case management software tailored specifically for personal injury law firms. It offers a c...