Levitate and Clio partnership highlighting $450 waived onboarding fee.Your one stop shop for turning happy customers into loyal advocates. Includes email, social media, texting, surveys, handwritten cards, scheduling, and websites.

How Levitate Works With Clio

The Clio Manage integration takes 15 seconds to enable and automatically loads in your active and inactive clients (or all your contacts from Clio if you prefer) and creates tags and Key Facts in Levitate to help you target your messaging and stay top of mind. Daily syncing ensures contacts are kept fresh, and changes (Case Closed!) are up-to-date. Notes taken in Levitate automatically push back to the contact file in Clio, so there’s no need for data duplication.

Levitate dashboard showing reviews and available integrations.

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