MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Litera Upper Sigma

By Upper Sigma

The CRM Purpose-Built For Law Firms

No Ratings
£30   GBP/user/month

Discounts available for nonprofits

Business Need
Sales
Marketing
Requires
None

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.

  • Upper Sigma

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
Sigma/1.119.1 1.119.1
Listed On
11/03/2020
Latest Release
03/28/2024
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 102
Custom Tabs: 18
Custom Apps: 2
Lightning Components
Global: 58
App Builder: 39
Community Builder: 37
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.69.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/01/2020

Additional Details

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.

Need help?

Upper Sigma

Other ResourcesEmailTerms & Conditions