Practice Made Personal: Levitate Announces Integration with Clio to Bring Keep-in-Touch Marketing to Legal Industry

Levitate, the keep-in-touch marketing platform, started by former ShareFile founder Jesse Lipson, announced their latest integration with Clio, the leader in cloud-based legal technology, to make it easier than ever for attorneys to drive relationship-based business.

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Combining Levitate’s pioneering approach to nurturing networks with Clio’s practice management platform gives attorneys a clear advantage over traditional marketing approaches. The announcement comes on the heels of a year in which global email volume grew over 200%, and legal professionals were forced to adopt new, virtual ways of managing client relationships. With this integration, Clio and Levitate customers can cut through the noise and rethink how they market by simply—and efficiently—keeping in touch with their core network and driving higher-quality referrals.

“We share Clio’s mission to transform the legal experience, not only for clients but for attorneys themselves,” said Jesse Lipson, Founder and CEO of Levitate. “For us, that means eliminating the need to invest in overly-complicated marketing efforts that legal professionals have little time or interest in managing. Combined with Clio’s industry-leading platform, attorneys can focus on generating business from within—the kind of quality, organic business they need to thrive.”

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When legal professionals use the two-way integration between Clio Manage and Levitate, they can sync all relevant data daily, keep tags and key facts up to date in Levitate, and push notes back to client profiles in Clio automatically. When new clients or cases are closed in Clio Manage, tags used to segment email audiences can trigger automated workflows, including outreach reminders, email templates and campaigns, and event triggers through Levitate. Levitate clients have access to an industry-leading content library, dedicated marketing support, and custom writing services—all designed to streamline client communication even further.

“Levitate’s simple yet powerful approach to legal marketing pairs perfectly with our platform,” said George Psiharis, COO of Clio. “Together, we’re empowering law firms to elevate the experiences they are delivering to their clients, and that’s something we get really excited about.”

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