Practice management built by someone still doing the work
She is not a former firm owner. She runs one now.
Levvy was built for my accounting firm. It was basically the product I really wanted, that I wish I had to manage my firm.
When somebody leaves, the knowledge stays
The login is in the task
SOPs, notes, logins, documents and the one weird exception for that client sit inside the recurring task. Nobody stops work to ask which login opens the merchant portal.
You never rebuild a workflow
When client work changes you amend the workflow and it carries forward from there. Last year’s version stays intact, so you can see what changed and when.
The week, laid out by client
Work is planned across the week by client and by day instead of stacked in one ranked list. You can see who is underwater, who can take more, and what is slipping.
Their numbers, not ours
Everything’s in one place now. I could see everything I needed to in one shot. Ad hoc task delays dropped by at least 60 percent.
My capacity has been freed up, I think 50 percent or more.
This is the chaos reducer. We’re not just throwing more people at problems, we’re setting up the system that lets us grow well.
The aha for me was the capacity and budgeting tracking. Cost per hour by employee, cost per hour by customer, see at a glance who was at capacity.
Nothing to sign to find out
Try it on your own firm for 14 days
All of that.
One simple solution.
