Feature

AI Smart Assist

Simply ask and Smart Assist delivers: client profiles, workflows, and more, built instantly with firm-wide knowledge–no need to flip between screens.
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AI Smart Assist
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Everything you need

From context-driven tasks for seamless collaboration to smart analytics, Levvy has everything you need to do great work–and finish it faster.

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Approval-Based Workflows

Ensure quality control by requiring manager approvals for critical tasks.
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Approval-Based Workflows

Custom Workflow Builder

Your workflows, your way
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Custom Workflow Builder

Instant Notifications

Get real-time alerts when tasks need approval or when someone is mentioned.
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Instant Notifications

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