Litera Announces Premium Legal MarTech Stack via Partnership with Client Sense ERM

Wed 17 May 2023

Litera now offers best-in-class, legal-specific business development, and marketing technology as a bundled solution

CHICAGO, May 17 - Litera, a global leader in legal technology solutions, has announced a partnership with Client Sense, a leading Enterprise Relationship Management platform solely focused on the legal profession. This partnership, integrating with Litera’s Upper Sigma, Concep, and Foundation tools, will improve a law firm's contact intelligence to take full value of not only a firm's rolodex, but its relationships. This creates an unparalleled legal-specific marketing technology stack without adding the complexity of additional contracts or implementation, empowering law firms to capitalize on their experience and relationships to win more business.

“Client Sense and Litera’s Upper Sigma, Foundation, and Concep are already best-in-class solutions for ERM, CRM, Experience Management, and Marketing respectively,” said Barry Solomon, Vice President, M&A Integration at Litera, former CMO at Sidley Austin, and founding member of InterAction. “Combining them unleashes their full power and provides firms who use Litera with previously unavailable insights and unique connections to drive more targeted interactions that leverage the sum of a firm’s relationships and experience. This partnership is an exciting step forward that opens a range of new opportunities and benefits for firms around the globe.”

Built specifically for law firms, Client Sense automatically captures external contacts, who they know, their interactions, titles, addresses, and more, helping a firm manage and protect the relationships that drive revenue through a Microsoft Outlook integration.

“At Client Sense, we’ve learned that 80% of annual revenue for commercial firms is attributed to existing relationships, yet when relying on manual data entry, these relationships are not always captured, understood, or managed, leaving behind and risking large amounts of revenue,” said Steve Tyndall, CEO and Founder at Client Sense. “Having already established value-add integrations with Litera’s Upper Sigma, Concep, and more recently Foundation, this formal partnership allows us to work more closely with the Litera team to further assist firms in gaining accurate and up-to-date data around their client and referrer relationships. We are thrilled to collaborate with Litera.”

Removing the burden on lawyers and staff to manually manage and maintain a CRM system, firms can benefit from real-time, accurate insights, identifying more opportunities and attracting more profitable work. Providing real-time data and easily accessible relationship intelligence not only improves the operational efficiencies within Business Development, Marketing, and Client teams, but also provides transparency that drives collaboration and new strategic capabilities. The visibility and insights delivered through Client Sense and Litera empower firms to better protect, grow, and manage their most valuable and important asset: their key relationships.

Many firms are now benefiting from the type of client intelligence that can generate and identify opportunities such as cross-servicing, proactive alerts in the absence of contact with key clients and referrers, support for succession planning efforts, and assistance with lateral hire integration. Litera always aims to allow its clients to work with the technologies of their choosing, and as always, will continue to provide best-in-class services to their clients, supporting integrations with all leading ERM systems. Litera clients can immediately add Client Sense to their existing contracts.  

About Litera
For more than 25 years, Litera has been at the forefront of legal technology innovation, expanding the impact and potential of what legal professionals can accomplish using industry-leading Ai and machine learning tools from the best minds in legal tech. The world's largest law firms and corporate legal departments use Litera’s best-in-class ecosystem of legal technology to transform the way they win matters, perfect documents, run deals, and manage cases. With more efficiency, productivity, and accuracy, Litera empowers legal professionals to do less busy work, and more of your life’s work. For more information about Litera, visit 

About Client Sense
Client Sense was founded in 2016 by NextLegal, a leading Australian legal technology consulting practice, comprised of individuals with extensive in-house law firm experience both at an operational and strategic level. Client Sense was developed collaboratively with Australian mid-tier law firms, in response to the challenges faced when relying on manual data entry to support the firms’ Business Development and Client Relationship Management initiatives. We believe passionately in our solution and work every day to ensure that the Client Sense system reflects the deeply capable and personable team that sits behind it.

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