Levitate

Levitate

Real Magic
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+

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About

Levitate is a relationship marketing platform that helps businesses and organizations communicate authentically at scale. The platform combines email, social media, texting, websites, handwritten cards, surveys, reviews, AI assistance, and dedicated success specialists. Teams can use Levitate to stay in touch with clients, donors, prospects, referral sources, volunteers, and other important contacts through personal-feeling outreach. Its AI assistant helps create, rewrite, and improve emails, social posts, and other content while keeping communication natural and on-brand. Levitate also supports online presence, review generation, Client Happiness Score tracking, and integrations with tools such as Zapier, Wealthbox, MyCase, Clio, and DonorPerfect. Built for relationship-driven teams, Levitate helps users build lasting connections, generate engagement, and turn consistent communication into measurable business results.

About

Generate a timeline with tasks and important milestones directly from Clio. No extra work is required because our tool integrates directly with Clio. You can select which tasks, notes or calendar events from Clio matter you want your client to see and share those on a visual timeline that updates as the case progresses. Share the timeline view with your clients to help them understand the next steps in the process and make your collaboration more effective. Timeline Matters will help you increase the trust and satisfaction of your clients, who will be able to understand and follow their cases more easily. Each time something new happens with the case, you can send an update to your client in the form of a timeline snapshot with just two clicks in the app. You can send them an email notification and add a personal message (optional) to let them know what is happening with the case.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Levitate is best suited for small businesses, professional services firms, nonprofits, financial advisors, law firms, agencies, relationship-driven teams, marketers, customer engagement teams, and organizations that need email marketing, social media scheduling, texting, handwritten cards, review generation, surveys, websites, AI content assistance, and dedicated marketing support

Audience

Legal professionals looking for a tool to visualize Clio matter in a timeline with a single click

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$150 per month
Billed annually
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Real Magic
United States
levitate.ai

Company Information

Strater
Founded: 2021
Slovenia
timelinematters.com

Alternatives

Alternatives

Case Timeline

Case Timeline

Thomson Reuters
Case Notebook

Case Notebook

Thomson Reuters

Categories

Categories

Integrations

Clio
8am MyCase
Adwerx
DonorPerfect Fundraising Growth Platform
Follow Up Boss
Gmail
LoopNet
Microsoft 365
Microsoft Outlook
Redtail CRM
Spacio
Wealthbox
Zapier
Zillow
iHOUSEweb
realtor.com

Integrations

Clio
8am MyCase
Adwerx
DonorPerfect Fundraising Growth Platform
Follow Up Boss
Gmail
LoopNet
Microsoft 365
Microsoft Outlook
Redtail CRM
Spacio
Wealthbox
Zapier
Zillow
iHOUSEweb
realtor.com
Claim Levitate and update features and information
Claim Levitate and update features and information
Claim Timeline Matters and update features and information
Claim Timeline Matters and update features and information