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What is Levitate?

Levitate is a relationship marketing platform designed to help businesses and organizations keep in touch with their networks in a scalable but authentic way. The platform combines communication tools, dedicated success specialists, AI assistance, and marketing content into one Happiness Platform. Users can create and send personal-feeling emails, schedule social media posts, send personalized texts, build websites, mail handwritten-style cards, run surveys, and generate customer reviews. Levitate is built around the idea that relationship marketing should feel human, timely, and personal rather than canned or automated. Its dedicated success specialists help onboard teams, develop communication strategies, and serve as ongoing marketing resources. The platform’s AI assistant helps users draft emails, create social posts, rewrite existing content, and adjust tone or style in seconds. Levitate also provides content support from its internal team so customers can share timely, industry-relevant messages without starting from scratch. Its surveys and review tools help organizations improve client happiness, collect feedback, and generate 5-star reviews more easily. The platform is useful for engaging clients, donors, referral sources, colleagues, prospects, volunteers, and other important relationships. Levitate integrates with business tools such as Zapier, Wealthbox, MyCase, Clio, DonorPerfect, and related systems. By combining email, social media, texting, websites, handwritten cards, reviews, AI content creation, human strategy support, and integrations, Levitate helps teams build stronger relationships and drive measurable engagement.

What is DecisionVault?

DecisionVault streamlines the process of gathering client data and managing cases for law firms that focus on Trust & Estates. Through an accessible online questionnaire available on both mobile devices and laptops, clients can conveniently enter information related to individuals and assets that are essential for their estate planning. They have the flexibility to update their details and upload relevant documents until the law firm is ready to proceed with drafting the necessary legal documents. For the law firm, this system provides a comprehensive overview of each case’s contacts, assets, and client responses, along with the option to export detailed asset information into a formula-driven Excel sheet and develop design sheets for discussions with attorneys. The platform's compatibility with various tools such as WealthCounsel, Interactive Legal, Clio, MyCase, and LEAP allows for seamless integration of data, reducing the need for repetitive data entry across different systems. Additionally, staff members can track the progress of cases from the initial invitation through to the signing stage, easily spot any missing information, and send out automated reminders to clients for timely follow-ups, which contributes to a consistently smooth workflow throughout the entire process. This organized method not only boosts operational efficiency but also greatly enhances client involvement and overall satisfaction with the services provided. Furthermore, the ability to monitor case status in real time ensures that both clients and law firms remain aligned and informed as matters progress.

Media

Media

Integrations Supported

8am MyCase
Clio
Zapier
8am CasePeer
Follow Up Boss
LoopNet
QuickBooks Accountants
Redtail CRM
Salesforce
ServiceTitan
Vertafore AMS360
Wealthbox
Xanatek
Zillow
realtor.com

Integrations Supported

8am MyCase
Clio
Zapier
EstateWorks
Formstack Documents
Gavel
GoHighLevel
Lawcus

API Availability

Has API

API Availability

Has API

Pricing Information

$449 per month
Billed annually
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Real Magic

Date Founded

2017

Company Location

United States

Company Website

levitate.ai

Company Facts

Organization Name

DecisionVault

Date Founded

2020

Company Location

United States

Company Website

decisionvault.com

Categories and Features

Email Marketing

Artificial Intelligence
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Image Library
Reporting/Analytics

Categories and Features

Legal Intake

Not specified

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