Get Started With The Best Client Intake & Management Platform On The Market
Leverage automates client screening, signing, communications, document exchange, data and task management in a single integrated system---lowering client service costs while dramatically improving client satisfaction.
Bring Your Client Intake Into The 21st Century
- Replace basic contact forms, and casual interviews with LEVERAGE’s smart intake
- Consistently follow your own best processes
- Automatically screen out unqualified prospects
- Automate your follow-up process
- Send pre-recorded videos of you to clients via a secure client site
- Communicate updates via email and text
- Stay organized with groups, custom client status fields and task management.
- Optimize conversions across marketing sources with full marketing dashboards
Class Action Lawsuits
- Automate investigations
- Identify cases and class representatives
- Collect documents
- Sign clients and manage class members at unlimited scale
- Fully automate the online collection of opt-in elections
- Communicate case updates in bulk via secure client site, email and text
- Automate follow-up processes
- Optimize conversions across marketing sources with full marketing dashboards
- Stay organized with groups, client status fields and task management
Mass Actions and Arbitration Swarms
- Fully (or partially) automate screening, interviewing, and signing of prospective clients
- Keep clients informed with updates via secure client site, emails and texts
- Automate follow-up processes
- Optimize conversions across marketing sources with full marketing dashboards
- Manage individual client data with CRM and client tracking functionality
- Stay organized with groups, client status fields and task management
Features
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Signing
Built-in e-signing of fee agreements and other documents. -
Communication
Maximize client engagement with flexible, automated communications. -
Management & Organization
Simply and efficiently automate and organize client communications, tasks, etc. -
Benefits
Dramatically lower your client intake and management costs, while increasing customer service.
Signing
Built-in e-signing of fee agreements and other documents, with mail-merge. You can even charge a retainer or costs deposit with Stripe integration. Clients have secure access to a Leverage-powered client portal.
- Prospects Website
- Automated Screening & Interviewing
- eSigning of Agreements, etc.
- Optional Payment Processing
Communication
Maximize client engagement with flexible, automated communications, including secure private video blogging to help clients feel connected, personalized emails and text messaging to one client or defined groups of clients, secure document exchange, and robust, intelligent, interactive surveys.
- Private Client Website
- Blogging with Video Support
- Personalized Mass Email & Texting
- Secure Document Exchange
Management & Organization
Organize your clients with simple or complex queries against all database fields, including client-entered data and completion statuses of surveys and e-signature documents. Automate client communications and tasks with Workflows---like an employee who executes your instructions perfectly each down.
Download client documents and export Leverage-captured data to pre-formatted spreadsheets as needed.
Complete client census and written discovery responses with nearly fully automated tools.
- Client Detail Pages
- Automated Client Grouping
- Custom Tables & Exports
- Task Management
Benefits
Dramatically lower your client intake and management costs, while increasing customer service.
- Screen and sell new clients 24/7
- Communicate with clients more often and more effectively, increasing client satisfaction, but spend less of your valuable time doing it
- Organize and manage all client interactions on one, easy to use, browser-interfacing platform Complete discovery obligations with near fully automation
- Obtain client signatures on fee agreements, conflict waivers, discovery verifications, and settlement agreements with comparatively minimal manual effort
- Manage your team’s priorities by assigning tasks directly from each site’s dashboard, using automated rules or manual elections; invite unlimited new team members to your Leverage site at no extra cost
We used Leverage to cost-effectively and quickly screen and obtain executed retainer agreements and fact sheets from well over 1,300 claimants on their individual consumer fraud claims. We then used it to effectively manage, communicate with, and advise these clients through litigation and eventually settlement. Gone are the days of the unwieldy and costly banks of clerks and telephones.
