From the first client meetingto the final invoice.
Keep client emails, documents, tasks and hours in Levano. See what is missing, who is following up and which hours are ready to invoice.
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Every engagement on one list. And the next step.
Find the task you need to work on and see what happens next. Emails, documents and notes stay with the work so a colleague can follow the progress too.
Matters
Search mattersNew matter- Process review, warehouse and logisticsPR-2026-0009Nordisk Logistik ApSABAnne BechFinal report12 Mar12h 30m11,400.00
- Strategy project 2026ST-2026-0014Holm Ejendomme A/SSLSofie LundProposal meetingtoday11h 30m10,200.00
- Contract review, supplier agreementsKO-2026-0031Nordlys ApSMKMads KroghDraft reply17 Mar4h 15m5,100.00
- Management advice, new executive teamLR-2026-0022Fjordvind A/SSLSofie LundWorkshop with management20 Mar7h3,000.00
- Organisational analysisOA-2026-0017Vestergaard Smedie ApSABAnne BechStaff interviews2 Apr3h3,600.00
- Budget and cash flow 2026BU-2026-0005Sønderå Byg ApSMKMads KroghBudget meeting with the owners8 Apr5h 30m0.00
- Board seminarST-2026-0011Havnefronten A/SSLSofie LundSeminar programme15 Apr2h 45m3,300.00
From client meeting to invoice.
Follow the work from the client's first email to invoicing. The material, the hours and the invoice belong to the same matter in Levano.
Find the agreement, email and latest version.
An advisory project can begin with an email and continue with meetings, attachments and several document drafts. Keep the material on one matter in Levano to follow the whole engagement.
Start with the client and task
Create a matter for the work and add the colleagues who will help.
Keep documents and replies together
Connect Outlook and save relevant emails and attachments alongside the documents.
Strategy project 2026
OverviewDocuments9Mail6Tasks3TimeUploadST-2026-0014Holm Ejendomme A/SResponsible: Sofie Lund
- Strategy proposal 2026.docxVersion 3 · Sofie Lund14 MarCreated in Levano
- Re: Comments on the proposalHenrik Holm · 1 attachment14 MarFrom Outlook
- Comments from management.pdfAttached to the email14 MarFrom Outlook
- Meeting notes, kick-off.docxVersion 1 · Sofie Lund12 MarCreated in Levano
- Key figures 2023–2025.xlsxFrom the client · Henrik Holm11 MarFrom Outlook
- Advisory agreement.pdfSigned by both parties10 MarSigned
- Kick-off and materialSofie Lund to Henrik Holm10 MarSent from Levano
Capture hours while the work is fresh.
Record time on the client's task. Levano can suggest entries from emails and meetings to give you a starting point when reviewing the day's work.
See suggestions from emails and meetings
Review the work description and check it belongs to the right client task.
Edit and approve time
You decide the time spent and approve the entry before it is used for invoicing.
Time
DayWeekListTimer running00:18:40ST-2026-0014Stop & logSuggested time
Suggestions from automatic time tracking · Thursday 12 Mar
- Meeting: Strategy proposal with Holm EjendommeST-2026-0014Calendar1h 30m
- Drafting of Strategy proposal 2026ST-2026-0014Document2h
- Correspondence: Re: Comments on the proposalST-2026-0014Sent mail15m
- Meeting: Nordlys, supplier agreementsKO-2026-0031Calendar1h
- Work on the matterLR-2026-0022Matter open45m
- Correspondence: Status to FjordvindLR-2026-0022Sent mail15m
Build the invoice from recorded work.
Choose the hours to invoice and review descriptions and amounts. Once approved, the invoice can be booked in your connected e-conomic account.
Review the draft
Check the client, work and amount are correct before approving the invoice.
Avoid creating the invoice twice
With e-conomic connected, the approved invoice is sent there for bookkeeping.
Strategy project 2026
OverviewDocuments9Mail6Tasks3Time- Kick-off meetingSL · 10 Mar1h1,200.00
- Review of the client's materialSL · 11 Mar2h 30m3,000.00
- Drafting the strategy proposalSL · 12 Mar2h2,400.00
- Meeting on the strategy proposalSL · 12 Mar1h 30m1,800.00
- Correspondence with the clientSL · 12 Mar15m300.00
- Interview guide for managementSL · 13 Mar1h 15m1,500.00
Switching from another system? A dedicated team handles the move.
We have set procedures for each system, and the move follows a fixed template, so all data and information comes across.
The rest of the work. The same system.
Clients, drafts, hours and signatures hang on the same matter. Here are the parts advisors and consultants work in every day.
Everything lands on the matter
Emails, attachments, documents and hours stay on the client's matter, so a colleague can follow the progress too.
Case managementThe draft is written
Get a first draft of a reply or document and edit it before you use it.
AI assistantYour time is suggested
Levano suggests time from emails and meetings. You edit and approve it before it becomes an invoice.
Time & billingThe agreement is signed
Send the advisory agreement for signing and see who has signed and who is still to sign.
Levano Sign
Signed
From one advisor to several teams.
Matters, documents and invoices work the same way however many people you have. Invite colleagues and choose their access.
One advisor
Manage your client work, record time and create invoices in one system. Add a colleague when you need to.
2–10 people
Assign tasks between colleagues. Everyone can work with the same material within their access rights.
10–30 people
View revenue and recorded time by person or practice area. Choose who can see each matter.
More than 30 people
Restrict sensitive matters to selected colleagues. Review security and data migration with our team before getting started.
Read about security and accessSee Levano with a task from your working day.
Tell us how you work with clients, documents and hours today. We show the relevant features and review how to get started with your data and programs.
- We show Levano on a matter like yours
- Get answers on switching and setup
- Free, no obligation. Nothing to prepare.
The team behind LevanoHave a question first? Contact us
Send a requestWe reply within one business dayQuestions from advisors and consultants.
What advisors and consultants ask most before they bring their client work into Levano.
No. Clients, documents, tasks, time and invoices are also useful for advisors and consultants. In a demo we review your workflows and the features that fit them.
A matter is where you keep a particular client engagement or project in Levano. It can hold emails, documents, notes, tasks and hours, such as a strategy project or contract review.
Yes. Connect Outlook to use emails and events in Levano. Connect e-conomic to book the invoices you approve in Levano.
It can suggest time entries from emails and meetings. You check the description, task and time and approve the entry yourself.
Choose whether matters are open to everyone in the practice or only to the colleagues working on them. Access changes are recorded with name and date.
Yes. Matters, documents and invoices work the same way however many people you have. Invite colleagues when you need to and choose their access.
Another question? Write to us, or see it in a demo.
Ask about Levano for advisors
Answers from the Levano teamDo you have to be a lawyer to use Levano?
No. Clients, documents, tasks, time and invoices are also useful for advisors and consultants. In a demo we review your workflows and the features that fit them.