Leverage vs PlatoForms

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.

PlatoForms converts existing PDFs into online forms and returns completed PDFs in the original format after submission. Its AI can detect fields in PDFs and generate document sections, fields, and signature blocks from a description. Forms can use a classic layout or ask one question at a time in a conversational format. Workflow tools support multi-step approvals, branching, parallel paths, and routing one PDF among several people. PlatoForms offers more than 2,000 form and document templates, integrations with file storage, payment, and automation services, and REST APIs for submissions, prefilled fields, completed-PDF webhooks, invitations, and form management. Forms can collect Stripe, PayPal, or Square payments; PlatoForms says it adds no transaction fees. The listed plans are Free at free, Bronze at $10 a month, Silver at $30 a month, and Gold at $80 a month, with paid-plan billing listed annually. Free and trial accounts retain data for a fixed three months; premium plans can choose a retention period from seven days to forever.