Obtain a Complete View of Your Clients and Relationships

A CRM Designed 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.


Upper Sigma 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.

Ready to See Upper Sigma in Action?


Featured Resources for Upper Sigma

Learn more about how Upper Sigma can help your law firm.

How Reed Smith Modernized their Law Firm with Upper Sigma CRM

Reed Smith is a Global Top 50 law firm with 31 offices worldwide. As a results-driven firm, they're focused on collaboration and linking...
Press Release

Litera Expands CRM Offering with Acquisition of Upper Sigma

With this acquisition, Litera solidifies their commitment to provide fully integrated solutions to the legal profession in the Marketing and...

3 Ways Marketing Can Influence Culture Change in Professional Services

Few professions have changed as radically within the last 10 years as marketing. Marketers have become technologists, digital specialists...