Best Practice
Pro tips on scaling your firm with Levvy
3 articles
Moving clients and user between teamsFollow these steps to ensure a smooth transition
Archive or manage "inactive" clientsHow to manage clients who temporarily pause services or return for special projects, and what to expect when archiving a client.
Reassigning all tasks from one user to anotherEasily reassign tasks and meetings when team members go on leave, transition out, or during onboarding—without disrupting client work.