Feature

Client Portal

Levvy’s Client Portal makes it a breeze for clients to upload documents. Levvy automatically files them into the correct folders, so they're always exactly where you need them. No more email chains or lost attachments—just a clear, convenient space.
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Client Portal
More Features

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.

Auto-Generated Client Folders

Keep everything structured and organized by client without manual setup.
Auto-Generated Client Folders

Profitability Reports

Gain clarity
Profitability Reports

Instant Notifications

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

All of that.
One simple solution.

Ready to tap into your team's full potential? Get started now, and start your journey with Levvy.