Switching to Levano
Switching is easier than you fear.
Your current system holds your matters, clients and years of history. All of that comes with you. We handle the move, whether your practice runs on a legacy practice management system or on point tools and spreadsheets, so you carry on in one connected system with research and drafting built in.
- We do the heavy lifting
- You keep the history
- Cloud from day one
You're leaving
Your current setup
You land in
Levano
- One clear flow
- Levano writes the first draft
- A branded client portal
Why firms switch
Why firms look elsewhere.
Several screens for one action · the interface was built for another era
Research happens outside the system · case law lookups and first drafts live in separate tools
Clients meet a generic experience · no portal carrying the firm's own brand
Time is entered twice · once where the work happens, once where the invoice lives
The data feels locked in · so we handle getting all of it across
Comparison
Your current setup vs. Levano.
Matter management, time and billing exist in most setups. It's the differences below that decide the switch.
The first two columns describe typical setups we hear about from firms, not any specific vendor. Your setup may differ. July 2026.
What Levano does differently
Five reasons the switch is worth it.
One screen, one action
No maze of windows. No empty fields, no double entry.
Levano reads the matter
It finds case law, writes the first draft and analyses documents, inside the system where the matter lives.
Everything important is in the core
You don't maintain a stack of add-ons you never use.
The client sees your name
A branded client portal and white-label as standard, not the vendor's logo.
Your history moves with you
Matters, clients, documents and time entries come across, even when there is no clean export button.
The migration
What you take with you. What you leave behind.
Switching isn't starting over. The history comes with you, the burdens don't.
You take with you
- Every matter and its full history
- Clients, contacts and relationships
- Documents and templates
- Time entries and invoices
- Your workflows, rebuilt simpler
You leave behind
- Software that only runs at the office
- The add-ons you never used
- Double-entering time
- Lookups in a separate research tool
- The spreadsheets holding it all together
Migration guide
How we move you.
Day 0
Migration call
We review your current setup, whatever it runs on, and plan the extraction together.
Day 1-5
Export and import
Your data moves across: matters, clients, documents, time entries and invoices, with every field mapped to its place in Levano.
Day 5-12
Setup and training
White-label, Microsoft 365 single sign-on, roles and hands-on training for the whole team.
Week 3
You work only in Levano
Run your old setup in parallel along the way, if you like.
FAQ
Questions about switching.
Your current setup took years to build up. The switch doesn't take as long.
Join the waitlist and we'll walk through Levano on your own case types and plan the move from your current setup.
- We do the heavy lifting
- You keep the history
- Parallel running possible