The CRM designed for legal professionals

The Salesforce-Powered CRM Purpose-Built for Law Firms

Get started fast with our purpose-built solution and deep legal expertise, then innovate at your own pace with the unlimited flexibility and potential of Salesforce.

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Upper Sigma is now Foundation Clients!

A CRM Designed For Law Firms

Start fast, scale forever

Get started fast with purpose-built solution and deep legal expertise, then move forward with the unlimited flexibility and potential of Salesforce.

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

Foundation Clients meets you where you work, whether on mobile, pane, browser, Outlook, or Teams.

Best-in-Class Tools for Your Marketing and Business Development Needs

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.

Whitespace Analysis

Identify and prioritize opportunities to grow revenue by doing more high-value work for clients you have strong relationships with.

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.

Best-in-class for CRM, ERM, Marketing, and Experience.

You don’t need to piece together separate best-of-breed products from different vendors or be locked into an all-in-one platform that doesn’t excel in any area. With Litera you get the best of both worlds.

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