Leverage review
Automates legal intake, follow-up, documents, payments, and client workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
This cloud-based client intake and management platform is designed for law firms and attorneys handling prospective or existing clients. It supports practices including personal injury, family, immigration, employment, business, class-action, and mass-action matters. The core workflow covers automated screening and interviews, follow-up communications, document collection, e-signing, client messaging, task management, reporting, and secure client access. Custom client data fields and groups help teams organize intake information around their own processes.
Pricing is handled through market rates or separately agreed rates in writing, according to the vendor’s terms. The platform is available on the web, and its listed ecosystem connections are Stripe and Clio. Stripe supports payment processing for retainers and other fees, while the broader intake workflow includes document exchange, messaging, task management, and conditional workflow automation. Teams comparing options should clarify the commercial arrangement and confirm how the platform fits their existing legal practice software before choosing it.
Its strongest fit is for legal teams that want screening and intake to continue beyond the initial form: interviews, follow-up, signatures, portal access, payments, and workflow tasks are included in one product. The combination can suit firms managing a high volume of inquiries or matters with repeated administrative steps. Teams seeking a wider integration ecosystem, transparent plan-based pricing, or a native mobile experience may prefer an alternative. For firms prioritizing automated legal intake with client communication, documents, signatures, and payments, this platform offers a focused set of capabilities.
Leverage pros and cons
- Where it wins
- Automated screening, interviews, and follow-up communications
- Secure portal with document exchange and built-in e-signing
- Workflow tasks, reporting, messaging, and Stripe payments
- Where it doesn't
- No published plan prices
- Only Stripe and Clio are listed as integrations
- Web-only access may not suit teams needing native mobile apps
Leverage fact sheet, pricing and score →
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