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SPECIFICTION
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Leverage

leverage.law

Free plan WebAPI
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Spec score 8.6 #6 of 27 in Client Intake Software

What it is

Leverage is cloud-hosted client intake and management software for attorneys, bringing screening, signing, communications, document exchange, data, and task management into one system. It is presented for 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 can take retainer or cost-deposit payments. Clients can use a portal for secure 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 and tasks. The homepage says Leverage integrates with Clio, and the service is available on web and through an API. Firms can invite unlimited team members to a site at no extra cost. The free plan allows up to three users and 500 outbound emails. Professional is listed at $24, paid once, billed for each signed client, with a $1/month charge and $150 minimum; it allows up to 50 clients and six users. Enterprise pricing is by contact. Training is not included and may be available at customary rates; additional support, engineering, and consulting may also be provided by agreement at customary rates.

Spec sheet

What it does
Leverage is cloud-hosted legal client-intake and management software for attorneys.Read 15 Oct 2026 · app.leverage.law
Product
Leverage automates client screening, signing, communications, document exchange, data and task management in one integrated system.Read 8 Oct 2026 · leverage.law
Audience
The product is presented for law firms handling client intake, class actions, mass actions and arbitration swarms.Read 8 Oct 2026 · leverage.law
Security
The product site describes secure client portals and document exchange; the maker’s privacy policy says it does not guarantee that its security precautions will protect website information.Read 8 Oct 2026 · leverage.law
API extensibility
The Enterprise plan includes posting data to third-party APIs.Read 15 Oct 2026 · whoneedsclasscert.com
Class actions
Class-action workflows automate investigations, representative identification, document collection, signing and opt-in elections.Read 15 Oct 2026 · leverage.law
Client communications
Features include a client portal, private video blogging, personalized email and text messaging, secure document exchange and interactive surveys.Read 8 Oct 2026 · leverage.law
Client portal
Clients receive secure access to a Leverage-powered private website.Read 15 Oct 2026 · leverage.law
Clio
The homepage states that Leverage is integrated with Clio.Read 8 Oct 2026 · leverage.law
Clio integration
The homepage announces an integration with Clio.Read 15 Oct 2026 · leverage.law
Company legal owner
Gallo Digital LLC owns the LEVERAGE trademark and related SaaS hosting/software services.Read 15 Oct 2026 · trademarks.justia.com
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.Read 15 Oct 2026 · linkedin.com
Data management
Users can query database fields, group clients, create custom tables and export data to spreadsheets.Read 15 Oct 2026 · leverage.law
Discovery automation
The maker says census and written-discovery responses can be completed with nearly automated tools.Read 15 Oct 2026 · leverage.law
Document exchange
Secure document exchange and downloadable client documents are supported.Read 15 Oct 2026 · leverage.law
E-signatures
The platform provides built-in e-signing with mail merge for fee agreements and other documents.Read 15 Oct 2026 · leverage.law
Founder
Wellfound identifies Ray Gallo as founder of Gallo Digital.Read 15 Oct 2026 · wellfound.com
Hosting model
The terms describe Leverage as software provided as a service and hosted in the cloud.Read 15 Oct 2026 · app.leverage.law
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.Read 15 Oct 2026 · scamadviser.com
Independent integration description
An independent podcast describes Leverage as combining SurveyMonkey, MailChimp, DocuSign, Gmail and Blogger-style functions.Read 15 Oct 2026 · endeavorsai.com
Independent scale
Gallo LLP says it used Leverage in prosecuting more than 1,000 cases.Read 15 Oct 2026 · gallo.law
Independent scale report
An independent podcast says lawyers have used Leverage in mass arbitrations involving as many as 80,000 clients.Read 15 Oct 2026 · endeavorsai.com
Licence
The terms treat Leverage code and intellectual property as proprietary and prohibit reverse engineering.Read 15 Oct 2026 · app.leverage.law
Limit: browser compatibility
The terms warn that old devices or browsers can create difficulties for end users.Read 15 Oct 2026 · app.leverage.law
Limit: end-user support
Leverage does not provide technical support directly to a law firm's clients.Read 15 Oct 2026 · app.leverage.law
Limit: HIPAA
The terms explicitly state that Leverage is not HIPAA compliant.Read 15 Oct 2026 · app.leverage.law
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.Read 15 Oct 2026 · review.law.stanford.edu
Limit: late payment
Invoices unpaid for 20 days can accrue a compounded 1.5% monthly price increase.Read 15 Oct 2026 · app.leverage.law
Limit: support costs
Training and additional support, engineering and consulting are excluded from the service and billed at customary rates.Read 15 Oct 2026 · app.leverage.law
Limit: termination
When an account ends, its Leverage instance is deactivated.Read 15 Oct 2026 · app.leverage.law
Mass actions
Mass-action and arbitration tools support screening, interviewing, signing, CRM tracking and bulk updates.Read 15 Oct 2026 · leverage.law
Messaging
Personalized email and text messages can be sent individually or to defined client groups.Read 15 Oct 2026 · leverage.law
Organization
The product supports client grouping, custom tables and exports, task management, queries and workflow-based communications and tasks.Read 8 Oct 2026 · leverage.law
Payments
Stripe integration can collect retainers or cost deposits.Read 15 Oct 2026 · leverage.law
Security statement
Leverage says it is designed to provide industry-standard security, confidentiality, backups and data integrity.Read 15 Oct 2026 · app.leverage.law
Service model
The terms describe Leverage as cloud-hosted client intake and management software provided as a service for attorneys.Read 8 Oct 2026 · app.leverage.law
Signing and payments
Leverage provides built-in e-signing with mail merge and says users can take retainer or cost-deposit payments through Stripe integration.Read 8 Oct 2026 · leverage.law
Smart intake
Its intake replaces basic forms and interviews with automated screening, interviewing and follow-up.Read 15 Oct 2026 · leverage.law
Support and training
The account terms say training is not included but may be provided at customary rates, and additional support, engineering and consulting services may be available by agreement at customary rates.Read 8 Oct 2026 · app.leverage.law
Surveys
Interactive supplemental surveys and completion-status queries are included.Read 15 Oct 2026 · leverage.law
Team accounts
The maker says unlimited new team members can be invited without extra cost.Read 15 Oct 2026 · leverage.law
Team size
The maker says users can invite unlimited team members to a Leverage site at no extra cost.Read 8 Oct 2026 · leverage.law
Trademark first use
The LEVERAGE mark record lists first use in commerce on April 7, 2014 and registration on May 26, 2015.Read 15 Oct 2026 · trademarks.justia.com
Video communication
Private video blogging lets firms send prerecorded video updates through the client site.Read 15 Oct 2026 · leverage.law
Workflow automation
Workflows automate communications and tasks based on firm instructions.Read 15 Oct 2026 · leverage.law

Plans and prices

Free Plan Free 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 Read 15 Oct 2026 · whoneedsclasscert.com
Professional Plan $24, paid once $24 one-time charge per signed client; $1/month, $150 minimum Everything in Free · up to 50 clients · up to 6 users Read 15 Oct 2026 · whoneedsclasscert.com
Enterprise Plan Priced on request Contact us for pricing 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 Read 15 Oct 2026 · whoneedsclasscert.com

Every Leverage plan and price →

Strong points and limits

Strong points

  • Programmable intake interviews with automated follow-up
  • Built-in e-signing with mail merge
  • Stripe payments for retainers or cost deposits
  • Unlimited team members at no extra cost

Limits

  • Professional has a $150 minimum
  • Free plan is limited to three users
  • Training is not included

Who it suits

Leverage is for law firms managing client intake, class actions, mass actions, or arbitration swarms. Its intake interviews, client portal, signing, payments, and task features cover a range of client and case workflows.

Verdict

Leverage combines intake, client communications, document exchange, signing, and task management for law firms. The free plan has user and email limits, while Professional is billed per signed client with a stated minimum.

Where Specifiction places it

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