ClientLoop vs Leverage

ClientLoop is a branded client portal for collecting documents, forms, and information, with automatic follow-ups and a team dashboard. Clients use a magic link to submit files and complete forms without an account or app installation. Teams can prepare reusable document sets, create forms with tables, file fields, and signatures, and schedule reminders. They can preview submissions, request changes, approve or reject them, and message clients about a specific request. Built-in integrations include Calendly, Asana, and Slack; other connections are available through Zapier, n8n, Make, REST API, and webhooks. The REST API supports creating requests and checking submission statuses and approvals; API and webhooks are included from Pro. ClientLoop says uploads are virus-scanned, storage is encrypted, and files are stored in the UK. Its free plan is limited to 5 clients and 1 team member, with 1 GB storage and 100 uploads per month. Paid monthly plans start at £35 a month, excluding VAT, and list storage and upload caps.

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.