Levitate
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Written by Jodi Hinkle
Updated over a week ago

Overview

Levitate is a marketing platform designed to help law firms grow through engaging and meaningful outreach.

Firms can send personalized emails at scale (content templates included), post and schedule to multiple social media platforms, generate reviews, send client happiness surveys, set up customized reminders, automate marketing + onboarding emails, mail handwritten cards, schedule meetings with a click, and more.

How does it work?

Levitate automatically pulls in contact information from MyCase.


Contact information includes:

  • First + Last Name

  • Company Name

  • Email Address

  • Phone Numbers

  • Street Address

  • Birthdate

  • Client ID

  • Practice Area

  • Case Number

  • State)

  • City

  • Postal Code

  • Lead Attorney

  • Originating Attorney

How does Levitate work with MyCase?

Levitate is a one-way way-sync with MyCase. Emails, logged phone calls, and notes can all sync to cases in MyCase.

NOTE: Contact information is read-only from MyCase, so if a user changes the contact info in Levitate, it will not update that contact’s information in MyCase.

Integrating Levitate with MyCase

To get started, visit Levitate to Sign up for a custom demo.

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