Your client lands on a branded experience showing your logo, name and brand colour, set in Settings, Branding.
Click through the walkthrough above to see the intake exactly as your client sees it.
What your client does
A short onboarding that captures funding amount, website, contact info, industry, incorporation date and location.
A place to upload documents.
An AI AutoFill option that reads those documents and fills the application for them.
An option to invite collaborators, such as a spouse, partner or accountant, to help.
Once your white labeling is active, the client-facing flow carries your branding. For exactly what your client sees of Levr, read Will my clients ever see "Powered by Levr"?
Related
Client Portal Walkthrough. Everything your client does after that first screen.
Brand Setup. Control the logo, name and colour your client sees here.
How can I test what my client sees when I send them the portal link?. Open the same flow yourself before a client does.
How to Use AI Autofill. A closer look at the AutoFill step in the intake.
Ready to sign up?
It takes nothing to get started. Start here, or use one of these.
Talk with us now. Open the chat bubble in the corner of this page and someone will pick it up.
Email us. contact@levr.ai
Book a time. Grab a slot on Cohen's calendar and we will walk it through with you.