How Levvy Works

Dynamic workflows, data management, and built-in reporting means you produce consistent results so clients stay satisfied.

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Boost Efficiency

Work Smarter, Not Harder

In the fast-paced world of professional services, time is precious. We’re all about maximizing every minute without burning out. Smooth workflows lead to engaged employees and increased productivity. Imagine this: all your team’s tools, neatly organized and accessible. With Levvy, it’s all there—standardized workflows, streamlined tasks, and easy onboarding.

Create consistency
with standardized workflows

Access a wide range of expertly crafted, prebuilt workflow templates, and easily customize them to align with company needs and best practices.

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Build institutional knowledge

Keep everyone on the same page, from new hires to seasoned staff, by organizing client information securely in one place, including detailed insights, resources, and active workflows.

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Save time, gain real-time context

Access everything you need—notes, instructions, links, files, and software logins—integrated seamlessly within tasks for uninterrupted workflow.

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Enhance Service Delivery

Eliminate “work about work” so your team can achieve the goals you hired them for

Busy work kills creativity. Knowledge workers spend nearly half their time on work about work—until now. Dynamic workflows, automation, and built-in collaboration tools empower your team to deliver high-value results, keeping clients happy and your business thriving.

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Visualize work in real time

From managing recurring tasks to automated time tracking as you work, Levvy simplifies your workflow, freeing up time for more strategic work.

Eliminate tedious tasks

From managing recurring tasks to automated time tracking as you work, Levvy simplifies your workflow, freeing up time for more strategic work.

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Seamlessly connect teams

Share goals and know which clients and what tasks everyones working on, without wasting time on status updates and check-ins.

Improve Visibility

Visibility you need to make sure clients have an amazing experience

Spot missed deadlines before they happen with instant team progress tracking and comprehensive time reports. Easily manage at-risk tasks, approvals, and dependencies to ensure the work gets done and employees get the support they need.

Measure performance, boost profits

Easily track real-time progress and team capacity for better outcomes.

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Remove roadblocks right away

Provide support when employees need it — not when a task has been stuck for weeks and the clients asking for an update.

It’s time to try the platform where everyone can do their best work

The days of tackling 100 different trackers are over. Leave behind your scattered systems and switch to Levvy.