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.
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.
- Litera understand what’s important to law firms and how we’re using technology. They understand how legal business development teams work and their needs, which are different from our lawyers’ needs.CMOReed Smith
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.
Streamline the capturing of referrals, understand their source, and track all activity.
Identify and prioritize opportunities to grow revenue by doing more high-value work for clients you have strong relationships with.
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.