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Litera Upper Sigma

The CRM Purpose-Built For Law Firms

Overview

Upper Sigma is the CRM purpose-built for law firms, powered by Salesforce. It provides a 360 view of your clients, is easily accessed via Outlook, Teams, and mobile, requires almost no data entry, and has the flexibility to fit your firm's way of working.

1 of 1

  • Client Relationship Management: Gain full transparency into who knows who and capitalize on your firm’s relationships.

  • Event and List Management: Easily build and update lists, manage events, and track everything.

  • Referrals Management: Streamline the capturing of referrals, understand their source, and track all activity.

  • Client Planning: Standardize your approach to client and practice planning from within your CRM, helping you to proactively manage client retention and growth.

  • Reporting and Dashboards: Track, analyze, and understand your pipeline and revenue generating activities to plan and forecast better.

The CRM Purpose-Built For Law Firms CLIENT 360 VIEW Gain full insight into your client relationships, email and meeting activities, marketing engagement, whitespace, and pipeline—plus everything else you expect from a CRM. ENTERPRISE SECURITY AND SCALABILITY Access enterprise-level security, scalability, and pre-built integrations by taking advantage of the world's number one CRM platform—Salesforce. OPEN INTEGRATIONS Enjoy pre-built integrations with best-in-class legal tools— whether from Litera, such as Foundation and Concep, or from other vendors. AUTOMATED DATA CAPTURE Automatically capture contact, client, and activity data with little to no data entry needed. ACCESSIBILITY Upper Sigma meets you where you work, whether on mobile, pane, browser, Outlook, or Teams.

Categories

Business Needs
Sales
Marketing
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package