Introducing The Best Business Law Intake Platform On The Market

It's time to bring your firm into the 21st century with Leverage, an automation-powered client intake and communication management solution. Screen potential clients using automated and programmable Smart Intake™ interviews. Dynamically generate mail-merge ready fee agreements. Use CRM functionality to create robust client profiles. Securely manage documents and communicate with clients. Streamline operations by assigning individual tasks, and easily create and manage groups. Leverage allows your firm to achieve the highest levels of client satisfaction, while also substantially reducing your operating costs.

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A Modern Solution For Business Client Intake

Screening business law clients is an expensive and time-consuming process. Leverage's Smart Intake™ uses advanced automation technology to streamline this process, efficiently identifying potential clients based on your firm's unique criteria. Every stage of the process is automation ready, greatly reducing operating costs. Leverage can even dynamically generate mail-merge ready fee agreements and document requests. Staff time is expensive, so why waste that time on follow-up emails and other repetitive tasks? 


Looking for a technology solution for your entire law practice? It's time you gave Leverage a try.

  • Modernize your firm's technology with Leverage's powerful CRM solution.
  • Replace casual interviews and contact forms with Leverage's Smart Intake™ solution
  • Automatically screen out unqualified prospects
  • Enforce your firm's best practices through automation
  • Reduce costs through automated questionnaires and follow-up communications
  • Securely exchange, store, and manage client documents
  • Communicate directly via email and text using a secure client portal
  • Leverage's video messaging tools make it easy to build trust with clients. Post FAQ videos, case updates, and even personalized messages. Establish a feeling of real connection with new clients that can also scale with your practice.
  • Provide client resources, case updates, and FAQs via blogs and other content
  • Create robust and detailed client profiles using custom data fields
  • CRM functionality allows for detailed reporting
  • Create staff groups and teams, and assign individual tasks
  • Built-in marketing dashboards provide vital conversion optimization insights
  • Create dynamically generated, mail-merge ready fee agreements and other documents

Reduce Operating Expenses

  • Automate common tasks to streamline workflows
  • Securely collect, exchange, store, and manage clients documents
  • Reduce the cost of signing new clients
  • Client reminders and follow-up communications can be sent automatically
  • Improve internal operations through staff and group task assignments
  • Optimize conversions and ROI using detailed marketing reports 
  • Fully customizable platform for the unique needs of your practice
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Improve Client Satisfaction

  • Dramatically improve the client screening process using Smart Intake™
  • Generate fee agreements that are e-sign and mail-merge ready
  • Accept retainer payments easily via optional Stripe integration
  • Ensure client privacy using Leverage's secure messaging tools
  • Secure client portal for client document storage, exchange, and management
  • Communicate securely with clients using private messages, emails, and texts 
  • Update clients easily with blogs, mass updates, and video messages
  • Create detailed client accounts with  data field customizations



Leverage's automation tools make signing clients easier than ever. Track prospects as they move through your sales funnel with our dedicated prospecting site. Dynamically generate fee agreements using mail-merge, and then have clients complete them using e-sign verification. Securely accept retainer payments online with optional Stripe payment processing.

  • Automatically screen clients based on custom criteria
  • Web-based prospect management tools
  • Fee agreements with built-in e-sign support
  • Mail-merge ready fee agreement generation
  • Optional payment processing through Stripe


Boost client engagement using Leverage's suite of advanced communication tools. Send personalized emails and texts, share surveys, post blogs, and even upload videos. Collect, exchange, and manage client documents using Leverage's secure data storage.

  • Secure and privacy-focused client portal
  • Advanced communication options with blogging and video support
  • Personalized client messaging with mass email and text support
  • Secure document storage and exchange

Management & Organization

Leverage's CRM functionality allows your firm to optimize existing workflows to improve efficiency and reclaim valuable staff time. Automate and personalize your client communications without adding additional hourly costs. Create dedicated groups and assign individual tasks to streamline daily operations. Easily import and export client data to pre-formatted spreadsheets.

  • Data field customization for client records
  • Automated client grouping
  • Custom tables and exports, and other data management tools
  • Task assignment and management tools


Deliver consistent results for your clients in the most cost-effective manner possible. Leverage allows your firm to dramatically lower the cost of client intake, and provides tools for automating many common tasks. Reduce the costs of client communications and other ongoing business activities, while also freeing up your staff from their most repetitive tasks. Leverage allows your firm to focus on delivering exceptional client satisfaction, while also improving ROI.

  • Data field customization for client records
  • Automated client grouping
  • Custom tables and exports, and other data management tools
  • Task assignment and management tools

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.

Michael Louis Kelly
Senior Partner, Kirtland & Packard LLP

Leverage is the future of aggregate litigation. It is intuitive, effective and simply brilliant. Ray Gallo and his team clearly understand the challenges that practitioners face and have brought their technical acumen to assist us in the ever evolving area of litigation and technology. Not only is the product literally one of a kind, but you could not ask for anything more from a technical support perspective.

Edward Wynne
Wynne Law Firm

Leverage® has transformed my practice from a cumbersome, disjointed endeavor into an automated, streamlined machine. No more chasing after prospects to gather facts, provide documents, sign retention letters, organize information, or even sign settlement agreements. It's all automated. Managing hundreds of clients is easy. I highly recommend LEVERAGE to any firm that handles a high volume of clients or prospects. It's the best client intake and management system out there.

Alex Bachuwa
Partner, Bachuwa Law

Leverage® delivered tremendous economic benefit to my clients and my firm—it’s an elegant, easy to use, feature rich system beautifully designed to do everything we needed and nothing we didn’t. I look forward to using it again.

Eric Grover
Partner, Keller Grover