Leverage Platform
byLeverage
Leverage Platform is a comprehensive client intake and management system designed to automate and streamline various aspects of legal practice. It integrates client screening, document signing, communication, document exchange, data management, and task management into a single platform, aiming to reduce client service costs while 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 and communication
- Personalized mass email and text messaging
- Private client website with video blogging support
- Automated client grouping and task management
- Customizable client status fields and workflows
- Integration with Stripe for payment processing
- Marketing dashboards to optimize conversions
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