Introducing Client Loop: Close the loop with clients in hours, not days. 

Your team has a system.

They know what they're working on, what's due, what's waiting on them, and what each engagement needs to move forward. Levvy gives them the structure.

Your clients have email.

Which means when your team needs something from a client - a signature, a document, an answer to a question - that request leaves your system and lands in an inbox alongside everything else competing for the client's attention. School pickup reminders. Newsletter subscriptions. Their accountant from last year still emailing. Your request is one of fifty unread messages.

Two systems. One organized. The other a blur. And the work that bridges them moves at the speed of the slower one.

Client Loop is live in Levvy.

The hidden bottleneck in every firm

Most firm owners don't realize how much of their capacity is bottlenecked by client collaboration until they measure it.

The tax return that's been sitting for two weeks because one signature is missing. The bookkeeping that can't close because the client missed the email asking about three transactions. The onboarding that's been stuck for a month because the client keeps meaning to upload last year's returns.

The team isn't sitting idle. They're moving on to other work. But the original engagement is still open, still aging, still showing up in capacity reports as "in progress" when really it's waiting on the client.

Across a full client roster, this is the difference between a firm that runs on schedule and a firm that's always playing catch-up.

Client Loop fixes this at the source.

Clients see exactly what you need from them

Every file request or message you flag as 'Reply Needed' lands in a dedicated Action Required tab on the client's home screen.

Approvals. Signatures. Document requests. Questions about transactions. Anything you're waiting on, the client sees in one list the moment they open the portal. The items stay there until they're handled.

Your clients aren't ignoring you. They saw the email. They meant to reply. They got pulled into something else and forgot it existed. The Action Required tab is the part of the inbox they never had. A single, persistent list of what's actually on them.

You stop sending reminder emails. Approvals come back the same day. The work that was stuck waiting on a client signature isn't stuck for two weeks anymore.

Your team knows what's waiting on them

The status updates itself.

When you send a message that needs a reply, the chat moves to 'Waiting on Client.' When the client responds, it moves to 'Waiting on Firm.' When you've got what you need, mark it resolved and both sides see the conversation is closed. If something comes up later, reopen it and the full history is still there.

This sounds small. It isn't.

Across a roster of dozens of active clients, your team has always been the one mentally tracking which threads still need attention and which are done. That's invisible work. It's also unreliable - things slip because somebody assumed somebody else was handling it.

Now your team has a clear, prioritized view of what's open and what's waiting on them. No mental tracking. No "did anyone reply to the Walker engagement?" No threads forgotten because they got buried under newer messages.

Conversations organized by the work they belong to

When you or your client starts a chat, it can be tagged with a workflow. The tags are automatically created for every workflow you've activated for that client.

For clients running one engagement, this is useful organization. For complex clients running monthly bookkeeping, payroll, tax prep, and advisory work at the same time, it's the difference between conversations that are searchable and conversations that are chaos.

Both sides see at a glance what each thread is about without reading the whole exchange. You can prioritize chats tied to more urgent workflows. And when you need the full history of conversations tied to a specific engagement, you can pull it up in seconds.

Stop fielding "can you send me that?" emails

You can share specific folders directly through the portal - prior year returns, reports, signed agreements, anything clients commonly ask for.

Clients browse, preview, and download files themselves. They don't have to email asking. Your team doesn't have to stop what they're doing, locate the file, and send it manually.

This is a small task each time it happens. Across a full client roster, it's a meaningful drag. Removing it gives time back to people on your team whose time should be going to actual work.

Files added to Levvy show up in shared folders automatically. The folders stay organized and up to date without anyone managing them.

Clients respond from wherever they are

Clients can upload files from their phone, including scanning a receipt straight from their camera. Files land in the Client Upload folder inside Levvy, organized by client and engagement, the moment they're submitted.

This is where the back-and-forth that used to take days collapses into hours.

The client doesn't have to be at their desk. They don't have to find the document, scan it on a flatbed, attach it to an email, hit send. They open the portal on their phone, point the camera at the receipt, and it's in your system. Filed. Tagged. Ready for whoever on your team is waiting on it.

The work that was stuck on the client moves the moment they have a free minute, not the next time they happen to be sitting at a computer.

No app to download

Client Loop is a mobile-first web app. Clients add it to their phone's home screen and it behaves like an app, but there's nothing to download from the App Store. No friction at adoption. No "I'll set it up later" that turns into "I never set it up."

This matters more than it sounds. Every additional step between a client and a new tool is a step where adoption breaks. Skipping the app store skips the breakage.

A faster loop is a better firm

The best firms have one thing in common. The loop with their clients moves fast. Questions get answered the same day. Approvals come back in hours. Documents arrive when they're needed, not a week later.

That's not because those firms have better clients. It's because they've removed every reason for the loop to stall.

Email gave clients too many ways to lose track. There was no list of what they owed you. No status anyone could see. No way to respond from their phone without writing a full email. No way for your team to know what was outstanding without keeping it in their head.

Client Loop replaces all of that with a single place where both sides know exactly where things stand, what's needed, and from whom. Your team gets clarity. Your clients get a faster, simpler experience. The work that used to age for weeks moves in hours.

Available now in Levvy.

Book a demo.

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