Streamline And Simplify Your Family Law Client Intake
Automate your client screening process for divorce, child custody, adoption, and other family law cases. Leverage provides you with an intuitive, integrated platform for client screening, document signing and exchange, and client communication, as well as internal tools for task and data management. Improve client satisfaction while also reducing costs.
It's Time To Modernize Your Client Intake
Leverage's Smart Intake™ system is fully programmable, allowing you to send potential clients the right follow-up questions automatically. Get the answers you need quickly and easily, and without having to waste time on repeated calls. Fee agreements can be selected from a library based on the client responses to questions, and can even be mail merged to automatically generate agreement details.
Leverage is more than a CRM and client intake solution. It's designed to the technology backbone for an entire legal practice. See it for yourself.
- Modernize your law practice with Leverage's law-focused CRM technology.
- Smart Intake™ allows you to automatically screen and follow-up with potential clients
- Completely replace contact forms and casual interviews
- Customizable follow-up communications
- Automated fee agreement generation, with mail merge capability
- Create and enforce your firm's best practices
- Use Leverage's video messaging tools to establish a strong connection with your clients, even as your practice grows.
- Send client communications and updates via text and email
- Easily organize groups and manage tasks
- Powerful CRM features for tracking client needs
- Full marketing dashboards allow you to optimize marketing conversions
Family Law
- Ensure client privacy using secure client email and text
- Automate follow-up processes
- Identify and keep track of witnesses
- Collect and manage documents
- Create custom client status fields for unique situations
Divorce And Custody
- Customizable automated screening and interviewing
- Automated signing of prospective clients
- Protect your clients with secure email and text
- Automatically send updates and follow-ups
- Custom status fields clarify even the most complex client relationships
Features
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Signing
Simply the signing process with Leverage's built-in tools. -
Communication
Leverage's secure client communication portal is perfect for even the most contentious family law cases. -
Management & Organization
Leverage's powerful client management tools allow for time-efficient communication, updates, billing, and more. -
Benefits
Increase customer service while dramatically lowering client intake and management costs.
Signing
Simplify the signing process with Leverage's built-in tools. Fee agreement and other documents can be e-signed easily, then imported for mail-merge. Stripe integration allows for instant retainer payment.
- Secure access to Leverage's client portal
- Prospects website
- Automated screening and interviewing
- eSigning of agreements and other documents
- Automated fee agreement generation, with integrated mail merge capability
- Optional payment processing
Communication
Leverage's secure client communication portal is perfect for even the most contentious family law cases. Clients can exchange documents, write emails, and even send texts to your team. Post informative blogs and videos to help clients navigate tricky divorce, custody, and other family law situations.
- Private client website
- Blogging with video support
- Personalized email and texting
- Secure document exchange
Management & Organization
Leverage's powerful client management tools allow for time-efficient communication, updates, billing, and more. Follow up regarding incomplete or missing documents, automatically inform clients about upcoming depositions and hearings, and create data-driven workflows and automated tasks. Export client data to pre-formatted documents and spreadsheets.
- Detailed client pages
- Automated client grouping
- Custom tables and exports
- Robust task management
Benefits
Increase customer service while dramatically lowering client intake and management costs. Leverage's streamlined processes allow your firm to focus on the big picture, while automating the most repetitive and time-consuming tasks. This allows you to increase client satisfaction while also increasing your ROI.
- Screen new clients through your website without additional staff costs
- Provide automated client support 24 hours a day, 7 days a week
- Spend less time drafting client communications with automated follow-up messages
- Decrease the amount of time spent responding to high-maintenance clients
- Easily organize and manage all client interactions using Leverage's browser-based platform
- Complete discovery obligations with automation-powered tools
- Obtain signatures on fee agreements, conflict waivers, discovery verifications, settlement agreements and other essential documents
- Leverage's task-management tools simply workflows, team assignments, and other day-to-day activities
- Onboard an unlimited number of members 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.
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.
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.
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.
