Feature

Profitability Reports

Maximize your firm's profitability with clear insights thanks to automated reports that calculate revenue by client and cost by employee. Easily identify your most profitable clients—and those costing you money—so you can make smarter pricing and business decisions.

Firm & Team KPIs

Get a data-driven view of your business’s health.

Client & Service Profitability

Identify your most and least profitable accounts.
Profitability Reports
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.

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User Permissions

Organize files with custom user permissions, by roles, teams, and clients.
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User Permissions

Task Comments & Follow-Ups

Keep communication organized within tasks, eliminating endless email threads.
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Task Comments & Follow-Ups

Client Referral Tracking

Monitor and manage new business coming in through client referrals.
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Client Referral Tracking

All of that.
One simple solution.

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