From first outreach to signed proposal.
Levur is one workspace for how professional-services firms win work — campaigns, opportunities, estimates, proposals, and the pipeline numbers behind them.
Track your work from first lead to final delivery.
Every lead starts in one place.
Capture prospects as they surface, see who’s working them, and keep every touchpoint on the record.
- One home for new relationships
- A running history of every conversation
- Clear ownership, so nothing goes cold
Know where every pursuit stands.
Opportunities move forward as the details come in, so the pipeline stays current without anyone babysitting it.
- Stages that update themselves
- Key dates and owners on every pursuit
- Win rates you can actually trust
Scope the work. Price it right.
Break the job into its parts and watch hours, fees and margin add up as you go.
- Totals that update as you edit
- Reviews and approvals built in
- Reusable templates for the work you win most
Proposals that build themselves.
Turn the scope into a polished, client-ready proposal, with the numbers already in it.
- Pulls straight from your scope and fees
- Your firm’s language, ready to reuse
- Drafts, reviews and final versions in one place
See the whole book of work.
Everything rolls up into one view of what’s won, what’s coming, and where the firm is headed.
- Backlog and pipeline at a glance
- Forecasts weighted by real odds
- Early warnings before risk piles up
The bookkeeping happens while you work.
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Date-driven stages
Nobody drags a pursuit to the next column. Set the proposal-sent date and it’s Tracking.
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Locked-field math
Lock rate and hours, fee follows. Lock fee and hours, the rate solves itself.
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Estimator workflow
Request, submit, approve or deny per resource — with a full estimate history.
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Smart blocks
Fees, scope and table of contents stay synced to the record. Unlink to freeze.
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Versions on everything
Every change to an opportunity or its estimate is saved. Restore any state.
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Organization tree
Parent firms and divisions, per-organization roles, shared standards and rates.
Pay only for the people who send work out the door.
A Producer seat issues final, client-facing documents. Everyone else in the firm (CRM, drafting, review, export) works free, with no seat minimum.
Keep the firm's records in one place.
- Unlimited team seats
- 1 organization
- 3 final documents issued per year
- Data and template export
- No AI assistant
From 1 to 24 Producer seats, no minimum.
Billed annually. Falls to $42 at 10+ seats.
- Everything in Records
- Unlimited free team seats
- AI assistant, 375 units per seat / mo, pooled
- 30 final documents per seat / yr, pooled
- Extra organizations, +$99 / org / mo
For firms with 25 or more Producer seats.
- Everything in Levur
- Committed AI and document allowances
- All organizations included
- SSO and audit trail
Graduated: every firm pays the first-tier rate for its first four seats, then less for each seat after.
Plus unlimited team seats at no cost.
Planned launch pricing in USD, subject to change before launch. Annual prepay is list price; month-to-month is +25%. Drafts, versions and revisions are never counted as issued documents. A 30-day trial includes one Producer seat's worth of AI and 3 issued documents, then drops to Records with nothing deleted.
Win the work. Skip the spreadsheet.
Levur is coming soon. We're building it alongside our first firms, and the launch will be announced here.