Levitate: Legal CRM software
Relationship marketing as authentic as you are
Levitate is a relationship marketing platform that combines email, social media scheduling, texting, websites, handwritten cards, and surveys/reviews tools with AI-assisted content creation and dedicated success specialists. It serves businesses and organizations seeking scalable, authentic client communication.
Product
Levitate
Use cases
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What Levitate does
The platform, called the Happiness Platform, helps users maintain regular contact with clients, donors, colleagues, referral sources, prospects, and volunteers through personalized-feeling outreach sent at scale. Key capabilities include industry-specific ready-made content, an AI assistant for building or rewriting emails and social posts, a Client Happiness Score metric, and integrations with Salesforce, Zapier, Gmail, Outlook, Clio, MyCase, HawkSoft, Vertafore, Redtail, Wealthbox, and others. Dedicated success specialists onboard teams and develop ongoing marketing strategies.
What it does
Levitate core capabilities
Personal-feeling emails sent at scale to clients and contacts.
Social Media
Schedule ready-made industry-specific social posts.
Texting
Personalized texting through the Levitate platform.
Websites
Polished websites designed to perform for brands.
Handwritten Cards
Authentic handwritten-style cards for clients.
Surveys & Reviews
Boost Client Happiness Score and generate reviews.
Authentic Intelligence
AI assistant guided by success specialist expertise.
Dedicated Success Specialist
Personal marketing resource for onboarding and strategy.
Technical specifications
- AI assistant for content creation
- Industry-specific content libraries
- Client Happiness Score metric
Who it is for
Who Levitate is built for
Target audience
- Chambers & Individual Lawyers
Case studies
No case studies yet
Levitate doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.
Pricing details
Levitate pricing
Product videos & screenshots
See Levitate in action
Product interface
Levitate Interface
Comparisons
Popular Levitate comparisons
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Transparency
Levitate sources
Pages used to generate and verify this profile.
FAQs
Frequently asked questions about Levitate
Levitate is a relationship marketing platform that combines communication tools, dedicated success specialists, and AI to help businesses build lasting client relationships. It offers email, social media scheduling, texting, websites, handwritten cards, and surveys through one integrated platform designed for scalable authentic outreach.
Levitate serves businesses and organizations seeking authentic communication at scale, including lawyers and professional service providers. Customer testimonials come from attorneys and firms noting that content sounds like a lawyer wrote it. The platform also integrates with legal practice tools like Clio, MyCase, HawkSoft, and Vertafore.
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