Last updated August 2023:
Recommended for:
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Marketing and Business Development
Overview
Upper Sigma from Litera, is a legal focussed CRM based on Salesforce.com, the worlds largest enterprise software platform, trusted by countless business across the globe for sales, customer service, marketing automation, e-commerce, analytics, and application development.
One of a number of legal applications coming to market based on this robust development platform, Upper Sigma has been specifically tailored to meet the unique CRM needs of law firms and professional service businesses to enhance client communication, improve collaboration, streamline workflows and drive business growth.
With established integrations to several legal practice management systems and access to thousands of complementary Salesforce apps this product is a standout choice for law firms looking for a serious CRM solution.
What we like most about Upper Sigma:
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The excellent Salesforce underpinnings.
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Comprehensive legal specific features.
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Extensive ecosystem of 3rd party applications.
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Robust cloud security.
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Strong customer support
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Ready availability of Salesforce experienced technical resource.
Want to know more?
Ask Hindsight Legal Consulting about Upper Sigma or request an introduction.
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Business structure:
Litera is a large privately held, American based, consolidator of legal and document lifecycle solutions, with an impressive suite of products and acquired businesses (Upper Sigma were acquired in January 2023).
With thousands of law firm customers across the globe, Litera is a significant player within the international legal tech industry.
Ease of use:
Upper Sigma offers a user-friendly interface with intuitive navigation and customisable layouts for legal professionals. It provides a range of features and tools designed to streamline workflows and enhance user experience.
Architecture & roadmap:
Upper Sigma's technical architecture is built on the Salesforce multi-tenant cloud infrastructure, leveraging a combination of proprietary technologies and industry standards. It utilises a scalable and secure architecture to deliver reliable performance and data protection.
Upper Sigma issues regular updates its products and services based on customer feedback and market analysis. The published roadmap, made available to customers, outlines planned enhancements, features, and innovations.
Integrations:
The Salesforce platform offers a vast ecosystem of integrations and APIs that enable seamless connectivity with a wide range of third-party applications, systems, and data sources.
Key legal integrations include the likes of Elite, Aderant, iManage and introhive.
Implementation:
Upper Sigma provides implementation services in-house and also works with a network of implementation partners who are experienced in deploying and configuring the solution based on customers' specific needs.
Value for money:
Upper Sigma's pricing structure varies depending on the specific products, licenses, and services chosen. The cost is influenced by factors such as user count, feature requirements, contract duration, and additional services.
Things to consider:
Upper Sigma is one of a range of complementary products from Litera. It is always good to consider the interoperability of solutions when building your technology stack rather than cherry picking solutions and expecting, often competing vendors, to collaborate on building and maintaining integrations.
