Leverage
Leverage is cloud-hosted client intake and management software for attorneys.
What Leverage is
Leverage is cloud-hosted client intake and management software for attorneys. It combines prospect screening, signing, communications, document exchange, data organization, and task management for law firms handling client intake, class actions, mass actions, and arbitration swarms. Programmable intake interviews can screen prospects and automate follow-up. Built-in e-signing supports mail merge, and a Stripe integration supports retainer or cost-deposit payments. Clients can use a portal for document exchange, interactive surveys, personalized email and text messaging, and private video blogging. Firms can group clients, create custom tables and exports, manage queries and tasks, and use workflow-based communications. The product is available on web and API and is integrated with Clio. Users can invite unlimited team members to a site at no extra cost. The free plan allows up to three users and 500 outbound emails. The Professional plan is $24, paid once, billed per signed client, with a $1/month charge and $150 minimum.
Good
- Free plan allows up to three users.
- Supports programmable intake interviews.
- Built-in e-signing includes mail merge.
- Stripe integration supports client payments.
- Unlimited team members can be invited at no extra cost.
Watch out
- Free plan limits outbound email to 500.
- Professional plan has a $150 minimum.
- Training is not included and may cost extra.
Who it suits
Leverage suits law firms managing client intake and large groups of matters, including class actions, mass actions, and arbitration swarms. Its client portal and intake tools may suit firms seeking centralized communications and document exchange.
Verdict
Leverage combines intake, client communications, signing, and work organization for legal practices. Review the plan limits and separately priced training or support needs before choosing it.
Plans and prices
From Leverage's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free Plan | Free | Prospects website with video · automated screening/interviewing/e-signing · surveys · secure client website · video blogging · case/site email · mail-merge email · 500 outbound emails · document exchange · client pages · grouping · tables/exports · tasks · 3 users · custom Leverage.law URL · Free |
| Professional Plan | $24, paid once | Everything in Free · up to 50 clients · up to 6 users · $24 one-time charge per signed client; $1/month, $150 minimum |
| Enterprise Plan | Priced on request | Everything in Professional · unlimited clients · unlimited users · automation workflows · document generation with merge fields · branching survey logic · POST data to third-party APIs · marketing and analytics dashboards · Contact us for pricing |
The facts
Each one read from Leverage's own pages, with the date it was checked.
What it does
- API extensibility
- The Enterprise plan includes posting data to third-party APIs.checked 15 Oct 2026
- Audience
- The product is presented for law firms handling client intake, class actions, mass actions and arbitration swarms.checked 8 Oct 2026
- Class actions
- Class-action workflows automate investigations, representative identification, document collection, signing and opt-in elections.checked 15 Oct 2026
- Client communications
- Features include a client portal, private video blogging, personalized email and text messaging, secure document exchange and interactive surveys.checked 8 Oct 2026
- Client portal
- Clients receive secure access to a Leverage-powered private website.checked 15 Oct 2026
- Clio
- The homepage states that Leverage is integrated with Clio.checked 8 Oct 2026
- Clio integration
- The homepage announces an integration with Clio.checked 15 Oct 2026
- Data management
- Users can query database fields, group clients, create custom tables and export data to spreadsheets.checked 15 Oct 2026
- Discovery automation
- The maker says census and written-discovery responses can be completed with nearly automated tools.checked 15 Oct 2026
- Document exchange
- Secure document exchange and downloadable client documents are supported.checked 15 Oct 2026
- E-signatures
- The platform provides built-in e-signing with mail merge for fee agreements and other documents.checked 15 Oct 2026
- Founder
- Wellfound identifies Ray Gallo as founder of Gallo Digital.checked 15 Oct 2026
- Hosting model
- The terms describe Leverage as software provided as a service and hosted in the cloud.checked 15 Oct 2026
- Independent domain check
- Scamadviser reports a valid SSL certificate and a domain registration dating to January 29, 2016, while noting hidden WHOIS identity and low visitor traffic.checked 15 Oct 2026
- Independent integration description
- An independent podcast describes Leverage as combining SurveyMonkey, MailChimp, DocuSign, Gmail and Blogger-style functions.checked 15 Oct 2026
- Independent scale
- Gallo LLP says it used Leverage in prosecuting more than 1,000 cases.checked 15 Oct 2026
- Independent scale report
- An independent podcast says lawyers have used Leverage in mass arbitrations involving as many as 80,000 clients.checked 15 Oct 2026
- Licence
- The terms treat Leverage code and intellectual property as proprietary and prohibit reverse engineering.checked 15 Oct 2026
- Limit: end-user support
- Leverage does not provide technical support directly to a law firm's clients.checked 15 Oct 2026
- Limit: HIPAA
- The terms explicitly state that Leverage is not HIPAA compliant.checked 15 Oct 2026
- Limit: human work
- A Stanford Law Review analysis says mass-claim technology still leaves substantial email, phone and document-review work requiring staff and attorney oversight.checked 15 Oct 2026
The company
- Company legal owner
- Gallo Digital LLC owns the LEVERAGE trademark and related SaaS hosting/software services.checked 15 Oct 2026
- Company profile
- LinkedIn lists Gallo Digital as a privately held software-development company founded in 2014 with headquarters in San Rafael, California and 11–50 employees.checked 15 Oct 2026
Where it runs
- Limit: browser compatibility
- The terms warn that old devices or browsers can create difficulties for end users.checked 15 Oct 2026
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