New!
We’ve integrated with the #1 legal practice management platform, used by over 150,000 legal professionals in 100 countries.
Relationship-based law practices, meet your new one-stop shop: Introducing Levitate + Clio.
The best kind of new business? The kind you already have.
Stay top of mind with clients, nurture your network, and re-think how you market with Levitate.
and repeat business by keeping in touch with clients and prospects
new client onboardings, prospect nurture series, and webinar planning
in the same email and calendar
apps you already use
with a personalized approach
with educational and timely content
Customer Spotlight:
Elder Law
“For the first time, the emails we send are starting real conversations with our clients and partners. A simple holiday email reminded a past client to reach out for help with a life estate deed, and an attorney friend to question how I had time to send so many personal emails!
Levitate has made it easy and efficient to stay top of mind, and to make my clients feel truly valued.”
1
You don’t have time to worry about marketing—that’s why we’re here. Your Marketing Coach will onboard your team, develop your strategy, and serve as an ongoing resource for your practice.
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.
The Review Request
Would you be so kind?
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.
Estate Planning in 2021
Share guidance on how 2020's tax changes and new legislation in the pipe may impact your clients.
Our Practice Areas
Are your clients aware of all your practice areas? This customizable template will help you make the most of every client relationship.
New LLC Client Series
Thank new LLC clients for trusting you with their business, and offer to stay in touch should their friends, family, or network, have similar needs.
The Check-In
Our two favorite ingredients—short, and sweet—make this a tried and tested winner.
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
We make it simple and easy to drag, drop, and schedule regular outreach to your clients. Your coach will recommend campaigns that you can review and approve the the click of a button.
Checking In -> Estate Planning Clients
Review and Approve
Small Business Week 2021
A Special Thank You
Review and Approve
Soft Review // Referral Request
Review and Approve
Keep-in-Touch
Referral Sources Quarterly Note
Sent
Informative
Recent Court Decisions and Their Impact
Sent
Informative
The Right Way to Terminate an Employee
Sent
Informative
HR Management in a Post-COVID World
Scheduled
Keep-in-Touch
Client Success Story
Scheduled
LLC Clients
A Guide—and Warning—for Contracts by Email
Scheduled
5
See exactly who engages with your emails and enhance contact profiles as much or as little as you like. Levitate Tags and Key Facts make it easy to segment outreach and remember the little things.
81% of prospective clients shopping for a lawyer seek a referral of some kind.
Clio 2021 Legal Trends Report
