Practice management

Levvy

Connect Levvy so practice operations and Anchor billing run as one. Client status, signatures, and payments flow into the workspace your team uses to run the firm.

How it works

Operations and billing, joined up

Anchor keeps Levvy current with billing status, so the people running firm operations see what is signed and paid without a second system.

  • Client sync. Levvy clients map to their Anchor records automatically.
  • Billing status. Signed, invoiced, and paid states sit beside the work.
  • Operational triggers. A signed proposal can start the operations workflow.

Anchor ↔ Levvy

Live
Client syncSynced
Billing statusSynced
Operational triggersSynced
Key features

Anchor + Levvy

The work you already do, with the busywork removed.

Linked clients

Records match across Levvy and Anchor with no re-entry.

Status visibility

See billing state inside your operations workspace.

Triggered workflows

Signatures can launch the operational steps that follow.

★★★★★
"They connect to just about everything. It just saves so much time across all my companies."
SF
Sharrin Fuller
Founder, Glass Wallet Ventures
Questions

Good to know

Does Levvy show billing status from Anchor?

Yes. Signed, invoiced, and paid states flow into Levvy so operations sees billing without a separate tool.

Are clients kept in sync?

Levvy clients match to Anchor records, so the same client stays linked across both systems.

Can a signature trigger operations work?

A signed proposal can start the matching Levvy workflow, so the next operational steps begin automatically.

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