Litera Foundation Clients Reviews & Product Details

Upper Sigma is now Foundation Clients! Get started fast with our purpose-built solution and deep legal expertise, then innovate at your own pace with the unlimited flexibility and potential of Salesforce.​ A CRM Designed For Law Firms: Start fast, scale forever Get started fast with purpose-built solution and deep legal expertise, then move forward with the unlimited flexibility and potential of Salesforce. 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. Accessibility Foundation Clients 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.