Upper Sigma is a comprehensive Customer Relationship Management (CRM) solution designed specifically for law firms. Built on the Salesforce platform, it offers a fast start with purpose-built features and unlimited scalability. Upper Sigma provides a 360° view of client relationships, including email and meeting activities, marketing engagement, and pipeline information. The system boasts enterprise-level security, open integrations with best-in-class legal tools, and automated data capture to minimize manual entry. It's accessible across various platforms, including mobile, browser, Outloo...
Vendor
Litera
Company Website
Upper Sigma is a specialized Customer Relationship Management (CRM) system tailored for law firms. Built on the robust Salesforce platform, it combines the power of a leading CRM with specific features designed to meet the unique needs of legal professionals. Upper Sigma offers a comprehensive suite of tools for managing client relationships, marketing activities, and business development initiatives. It provides a holistic view of client interactions, automates data capture, and integrates seamlessly with other legal tools. The system's flexibility and scalability make it suitable for law firms of various sizes, enabling them to start quickly and grow their CRM capabilities as needed.
Key Features
Client 360° View Provides a comprehensive insight into client relationships and activities
- Full visibility of client relationships, email and meeting activities
- Tracking of marketing engagement, whitespace opportunities, and pipeline
Enterprise Security and Scalability Leverages Salesforce's robust platform for enhanced security and growth potential
- Enterprise-level security measures
- Scalable infrastructure to accommodate firm growth
- Pre-built integrations with other tools and systems
Automated Data Capture Streamlines the process of gathering and updating client information
- Automatic capture of contact, client, and activity data
- Minimizes manual data entry requirements
Benefits
Improved Client Relationship Management Enhances the firm's ability to manage and leverage client relationships
- Gain full transparency into who knows who within the firm
- Capitalize on existing relationships to drive business growth
Efficient Marketing and Business Development Streamlines key marketing and business development processes
- Simplified event and list management
- Improved referrals tracking and management
- Whitespace analysis for identifying growth opportunities
Enhanced Reporting and Analytics Provides valuable insights for better decision-making and planning
- Comprehensive tracking of pipeline and revenue-generating activities
- Customizable dashboards for analyzing performance metrics
- Improved forecasting and planning capabilities