From referral partners to past clients, stay top of mind through personal outreach at scale.
Your time is valuable. Streamline company marketing efforts, build authentic connections, and drive real business growth through Levitate’s combination of AI-powered software and dedicated support.
and repeat business by keeping in touch through email, text, and social media.
new client onboardings, prospect nurture series, and more.
in the email and calendar apps you already use. Plus, our built-in meeting booking feature eliminates back-and-forth emails.
among your competition with reviews generated from our easy-to-send survey feature.
with tried-and-tested legal industry email templates or custom content.
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You have too much to do and not enough time to do it—that’s why we’re here. Your Success Specialist will onboard your team, develop your strategy, and serve as an ongoing marketing resource for your team.
2
Our recipe for the best email open rates in the business? Fewer, more personal emails. Our library delivers three times average industry open rates*, with templates so simple and effective that you’ll wonder why you wasted so much time on that last newsletter.
Estate Planning Mistakes to Avoid
Send your client a list of common estate planning mistakes and how to avoid them.
The Happy Birthday Email
It's true—this is one of our all-time, top-performing templates. Staying top of mind can be as simple as remembering a birthday.
3 Styles of Mediation
Mediation is not one size fits all. Give your network information about the three main styles and offer to discuss more if they have questions.
The Check-In
Our two favorite ingredients—short and sweet—make this a tried-and-tested winner.
What to Do After a Car Accident
Provide some valuable guidance on what clients should do if they're ever involved in a car accident to ensure things go as smoothly as possible.
3
Our platform uses your everyday email server (like Outlook or Gmail) so your message skips the Promotions folder and looks like a truly personal email.
4
Boost your firm’s credibility by surveying your clients about their experience and asking those who rate you highly to leave a Google review.
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Get personalized email and social media content recommendations you can review and approve months in advance with the click of a button. Not interested in one month’s recommended content? Not a problem–we make it easy to drag, drop, and schedule other relevant templates.
Informative
Divorce Legalese, Explained
Review and Approve
Holiday
Happy Thanksgiving - Recipe
Review and Approve
Holiday
National Giving Month - December
Review and Approve
Holiday
Happy Halloween - October 31st
Sent
Keep-In-Touch
Our Practice Areas
Sent
Informative
Holiday Safety Tips
Sent
Keep-In-Touch
National Estate Planning Month
Scheduled
Keep-In-Touch
Referral Partners - Legal Peers
Scheduled
Holiday
Happy Holidays & Happy New Year Combo
Scheduled
