Your one-stop-shop for turning happy clients into loyal advocates

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.

Drive Referrals and repeat business by keeping in touch through email, text, social media and handwritten cards.

Automate new client onboardings, prospect nurture series, and more.

Stand Out among your competition with reviews generated from our easy-to-send survey feature.

Become a Trusted Advisor with tried-and-tested legal industry email templates, personal-feeling AI-created content and custom content.

Work Smarter in the email and calendar apps you already use. Plus, our built-in meeting booking feature eliminates back-and-forth emails.

A better approach, from start to five stars.

White glove service comes standard

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.

"The best part of my job is showing my clients how simple it can be to drive organic growth for their practicesgenerating new business from the relationships they already have."

—Margot Mueller, Legal Success Manager

Quality over quantity

Our recipe for the best email open rates in the marketing 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 Check-In

Our two favorite ingredients—short and sweet—make this a tried-and-tested winner.

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.

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.

With us, it's personal

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.

Feedback to five stars

Boost your firm’s credibility by surveying your clients about their experience and asking those who rate you highly to leave a Google review.

Content Calendar

Your content calendar

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.

October

November

December

Informative

Divorce Legalese, Explained

Holiday

Happy Thanksgiving Recipe

Holiday

National Giving Month - December

Holiday

Happy Halloween

Keep in Touch

Our Practice Areas

Informative

Holiday Safety Tips

Keep in Touch

National Estate Planning Month

Keep in Touch

Referral Partners - Legal Peers

Holiday

Happy Holidays & Happy New Year Combo

Let's get started!

We’ll give you a call to set up time for your team and ours to meet virtually for a personalized demo.

Book a Demo