Feature

Client Portal

Levvy’s Client Portal makes it a breeze for clients to upload documents. Levvy automatically files them into the correct folders, so they're always exactly where you need them. No more email chains or lost attachments—just a clear, convenient space.
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Client Portal
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Everything you need

From context-driven tasks for seamless collaboration to smart analytics, Levvy has everything you need to do great work–and finish it faster.

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AI Smart Assist

Unified Answers
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AI Smart Assist

Streamlined Client Collaboration

Make working with clients effortless.
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Streamlined Client Collaboration

Task Approvals

Peace of mind
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Task Approvals

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