The Best Personal Injury Law Client Intake Planted On The Market

Optimize your personal injury intake and client management systems with Leverage. Our intuitive, fully programmable platform provides the time-saving solutions you've been looking for, allowing your firm to automate the client screening and signing process, securely manage documents, and easily manage client communication. Leverage also provides excellent tools for task management, internal reporting, and data management. Our platform allows you to reduce costs, improve service, and dramatically increase client satisfaction.

Web Leverage (2)

Modernize Your Client Intake

Reduce your costs with Leverage's fully programmable Smart Intake™ solution. Send scripted responses and questions automatically, without wasting staff time writing individual replies or making repeated follow-up calls. Dynamically generate fee agreements using Leverage's built-in document library, and use mail merge to automatically update agreement details.


Leverage provides a strong technology backbone for your firm, supporting your entire practice. Why not see what it can do for your firm?

  • Leverage's CRM technology makes it easy to fully modernize your law practice.
  • Automatically generate mail-merge ready fee agreements
  • Screen potential clients using our fully automated Smart Intake™ system
  • Reduce costs through online contact forms and interviews
  • Create robust, fully automated follow-up communications
  • Clearly define and enforce your firm's best practices
  • Use video messages to answer common questions, provide group updates, and send personalized client messages. Create a feeling of intimacy and trust that scales with your practice.
  • Easily communicate with clients via text and email
  • Stay organized with custom groups, assignments, and tasks
  • Optimize marketing conversions and other metrics with dashboards

Reduce Expenses

  • Secure email and text systems for enhanced client privacy
  • Follow-up processes and communications can be fully automated
  • Manage essential witness data
  • Sign and manage new clients easily
  • Intuitive document collection and management
  • Customize Leverage's data fields for the unique needs of your practice
Web Leverage (3)
Web Leverage (4)

Improve Client Satisfaction

  • Smart Intake™ screening and interviewing allows you to take on the right clients
  • Seamlessly sign prospective clients
  • Secure document exchange, email, and text communication protects client privacy
  • Send video updates, written posts, and follow-ups to keep clients in the loop
  • Track even the most complex client information using custom data fields



Leverage's built-in signing and client management tools make administration easier than ever. Dynamically generate fee agreements, manage e-signatures, and even import them using mail-merge tools. Accept retainer payments immediately using built-in Stripe integration.

  • Leverage's client portal provides best-in-class security
  • Dedicated prospects website
  • Handle screening and interviewing automatically
  • Easily accept e-signed fee agreements and other documents
  • Optional payment processing through Stripe


Personal injury cases can be contentious, making secure client communication an essential feature for any management solution. Leverage provides you with an exceptional communication suite, allowing you to safely send client emails, exchange documents, and even update via text. You can even educate your clients by hosting and sharing informative blogs, videos, and other media.

  • Secure and private client website
  • Self-hosted blogging with video support
  • Secure solutions for email and texting
  • Encryption-protected document exchange

Management & Organization

Improve the daily operations of your firm with Leverage's powerful management tools. Easily send client communications and case updates, and streamline your billing process. Reduce costs using data-driven workflows and automated tasks. Export client data to pre-formatted documents and spreadsheets.

  • Detailed and customizable client pages
  • Assign tasks and deadlines to staff
  • Automatically inform clients about upcoming depositions and hearings
  • Document and form library
  • Easily import and export client data
  • Follow up about incomplete or missing documents
  • Automated client grouping and management
  • Robust task management


Leverage allows your firm to improve client satisfaction while also lowering your operating costs. Automate your most time-intensive tasks — client communication, document management, tasks assignments — while increasing your focus on delivering the best possible results for your clients.

  • Smart Intake™ allows you to increase your client base while reducing staff costs
  • Provide clients with automated support 24 hours a day, 7 days a week
  • Levearge's document library allows you to automate common client communications and follow-up messages
  • Spend less time responding to high-maintenance clients
  • Leverage's browser-based solution means there's no need to invest in additional hardware
  • Automation-powered tools streamline the discovery process
  • Obtain e-signatures on fee agreements, conflict waivers, discovery verifications, settlement agreements and other essential documents
  • Task-management tools allow your firm to significantly simply workflows, 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.

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