Modernize Your Immigration Law Practice With The Best Intake Platform On The Market

Streamline, secure, and automate your travel, citizenship, work visa, and other immigration cases with Leverage. Our intuitive, programmable platform provides you with best-in-class tools for client screening and intake, automated fee agreements, secure document signing and client communication, and online retainer payment. Leverage also provides a wealth of task management, marketing, and reporting tools to simplify your office workflows. Leverage enables your firm to substantially reduce operating costs while delivering the highest levels of client satisfaction.

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Bring Your Client Intake Process Into the 21st Century

Stop wasting valuable resources on your client screening and intake process. Leverage's programmable Smart Intake™ system allows you to create a customized, fully automated intake funnel to identify potential clients that meet your firm's criteria. Follow-up questions and document requests can be sent to qualified clients automatically, reducing costs. Get answers quickly, without wasting staff time on repeated calls. Leverage's mail-merge ready document library can even automatically generate fee agreements based on client responses.


Need a client intake and CRM solution that can power your entire practice? It's time to try Leverage.

  • Leverage's CRM technology brings your law practice into the modern age.
  • Automatically screen potential clients using Leverage's Smart Intake™ tools
  • Customize Leverage's workflows around your firm's best practices
  • Reduce costs using automated questionnaires and follow-up messages
  • Leverage's video tools allow you to establish a strong, personal connection with your clients as your practice continues to grow.
  • Send secure updates, messages, and texts to clients
  • Organize your teams with internal management tools, task assignments, and groups
  • Marketing dashboards allow your firm to optimize conversions
  • Create mail-merge enabled, dynamically generated fee agreements

Reduce Expenses

  • Automate time-intensive and repetitive processes
  • Securely collect, manage, and store essential documents
  • Easily sign and manage clients
  • Follow-up communications can be fully automated
  • Send automated reminders about upcoming hearings and deadlines
  • Generate detailed marketing reports to improve your ROI
  • Customize Leverage's data fields for the unique needs of your practice
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Improve Client Satisfaction

  • Leverage's Smart Intake™ tools allow you to focus on clients that meet your firm's criteria
  • Accept retainer payments online using Stripe
  • Protect your clients using Leverage's secure messaging
  • Securely store and exchange documents
  • Send blogs, video messages, and other updates directly to clients
  • Use custom data fields to track even the most complex client information



Leverage's intake tools streamline the process with e-signing for fee agreements and other documents. Common agreements can even be dynamically generated and mail-merged to reduce costs. Clients can pay their retainers and other fees instantly using Stripe payment processing.

  • Dedicated prospects website
  • Automated screening and interviewing
  • Built-in e-signing for fee agreements and other documents
  • Mail-merge capable, dynamically generated fee agreements
  • Optional payment processing through Stripe


Manage client communications efficiently using Leverage's secure portal. Exchange documents, write emails, and even send texts directly to clients. Create blogs and videos to answer common questions or provide standard case updates. Exchange immigration documents safely and securely.

  • Secure and privacy-focused client website
  • Blogging with video content support
  • Secure messaging system with SMS text support
  • Encrypted and secure document exchange portal

Management & Organization

Improve the efficiency of your office using Leverage's robust management systems. Automate common billing, client communication, and other tasks to reclaim valuable staff hours. Create groups, assign tasks, and establish clear workflows to streamline your daily operations. Securely store, import and export client data to your other business software.

  • Detailed and fully customizable client records
  • Automated client grouping
  • Enhanced data management tools, including custom tables and exports
  • Task management and workflow optimization systems


The more streamlined, consistent, and efficient your firm's operations are, the easier it becomes to scale your business. Leverage dramatically lowers the cost of client intake, while providing tools automate the most tedious and time-consuming day-to-day activities. In addition to reducing costs, this allows your team to focus more of their attention in delivering the best possible results for your clients. There's no better way to increase client satisfaction while also improving your ROI.

  • Automatically screen potential clients through your website
  • Provide client support 24/7
  • Reduce time spent on common client communications
  • Increase the overall satisfaction of even your most high-maintenance clients
  • Leverage's browser-based platform makes case management intuitive
  • Automation-powered tools make it easy to complete discovery obligations
  • Obtain signatures on fee agreements and other essential documents without using additional staff time
  • Simplify workflows, task assignments, and other management activities
  • Onboard an unlimited number of team 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.

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