In a small law firm, your time is your most valuable resource—and your relationships are your most valuable asset. But when you're balancing active cases, client meetings, and court dates, it's easy for even your best contacts to slip off your radar.
Staying in touch with past clients and referral sources is what fuels long-term growth, but doing it consistently (and thoughtfully) can feel like a full-time job on its own. The good news? There’s a better way.
With the right tools, you can maintain meaningful, personal communication—without spending hours each week writing emails or tracking down contacts.
Your clients expect a high level of service—even after the case is closed. Levitate helps you send personal, timely messages at scale, so you can keep in touch without compromising quality or tone.
You can even automate certain touchpoints, like a post-engagement “case closed” email that thanks clients for their trust and invites them to reach out in the future. From there, you can continue nurturing the relationship with helpful updates, check-ins, or simple birthday messages—all of which feel genuine, because they come straight from your inbox.
You’ll have access to ready-to-send email templates that are quick to customize and designed to sound like you.
Examples include:
When your network includes dozens or even hundreds of former clients, colleagues, and referral sources, it’s easy for important follow-ups to fall through the cracks. Levitate helps you stay organized with smart contact tagging, built-in visibility into important dates, and a dashboard that brings it all together in one place.
You can tag contacts by practice area, referral source, or client type—making it easy to group your outreach. With each contact profile, you’ll see helpful context like birthdays, key milestones, and personal notes that make every message feel thoughtful and relevant.
Writing your own marketing content isn’t why you started your practice—but staying visible is still important. Levitate makes it easy by providing a steady stream of content created specifically for attorneys. You’ll have access to professionally written email templates designed for one-to-one outreach, social media posts that help your firm show up consistently and professionally, and AI-powered blog content that can be published directly to your Levitate-powered website to boost visibility and support SEO. All of it can be scheduled well in advance, so your outreach runs smoothly—even when your workload is at its peak.
With Levitate, you’re never left to figure it out on your own. Every account includes a dedicated customer success specialist who meets with you quarterly to help you get the most out of the platform.
They’ll work with you to build automations (like case closed outreach), schedule content in advance, and recommend content based on your goals and performance. You get personalized guidance from someone who understands how law firms grow through relationships.
You didn’t go to law school to write follow-up emails or manage a content calendar. But you do want to grow your practice, generate more referrals, and keep your clients coming back when they need you again.
Levitate makes that possible by helping you stay top of mind in a way that’s authentic, efficient, and actually sustainable for a small firm. It’s not about automation for automation’s sake—it’s about making it easier to show up for the people who matter to your business.
More relationships. More referrals. More billable hours.
Contact us for a tailored demo today!
We’ll give you a call to set up time for your team and ours to meet virtually for a personalized demo.
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