Gain visibility
Have full insight into your clients’ and lawyers’ relationships, email and meeting activities, marketing engagement, whitespace, and pipeline...plus everything you expect from a CRM
Upper Sigma: The CRM Purpose-Built for Law Firms and Powered by Salesforce
Upper Sigma is pre-built to provide a complete view of your clients and relationships. It’s easily accessible via Outlook, Teams, and mobile, requires almost no data entry, and has the flexibility to fit your firm’s way of working.
Built on the Salesforce platform—the world’s number one CRM
Seamless Change Management
Upper Sigma has a proven track record of successful implementations for large law firms with no CRM downtime
Enterprise-level security
Upper Sigma offers scalability and pre-built integrations by taking advantage of the trusted Salesforce platform
Best-in-Class for Your Legal CRM Marketing and Business Development Needs
-
Client relationship management
Gain full transparency into who knows you and capitalize on your firm’s relationship
-
Event and list management
Easily build and update lists, manage events, and track everything you need
-
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 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
A CRM Built for Law Firms
A complete and centralized view of your clients
Help your teams work smarter by surfacing important insights and automating business processes
Pre-Built integrations with best-in-class legal tools—whether from Litera (i.e Foundation and Concep) or from other vendors
Built on the Salesforce platform—trusted by over 150,000 businesses
Automatically capture contact, client, and activity data with almost no data entry needed
Upper Sigma meets you where you work, whether on mobile, panel, browser, Outlook, or Teams
Integration with Your Firm’s Key Tools
