Feature

Streamlined Client Collaboration

Levvy streamlines client collaboration by enabling clients to effortlessly upload files and team members to access key documents in one spot.

File Requests via Email or Link

Simplify document collection with easy, secure file sharing.

Auto-Organized Client Files

Automatically create subfolders for each workflow to keep documents structured.

Automated Client Reminders

Reduce back-and-forth by scheduling reminders for clients.
Streamlined Client Collaboration
More Features

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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Custom Workflow Builder

Your workflows, your way
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Custom Workflow Builder

Client Referral Tracking

Monitor and manage new business coming in through client referrals.
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Client Referral Tracking

Approval-Based Workflows

Ensure quality control by requiring manager approvals for critical tasks.
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Approval-Based Workflows

All of that.
One simple solution.

Ready to tap into your team's full potential? Get started now, and start your journey with Levvy.