Upper Sigma

Upper Sigma offers a fast-start solution with deep legal expertise and Salesforce's flexibility for scaling. It provides a comprehensive 360° view of client relationships, activities, and pipelines. The platform offers enterprise-level security, scalability, and pre-built integrations with leading legal tools like Litera's Foundation and Concep. Automated data capture minimizes data entry, and the solution is accessible across various platforms, including mobile, web, Outlook, and Teams.

The system offers key features to enhance client relationship management, such as full transparency into firm relationships and helping firms capitalize on their networks. It also includes event and list management for easy creation, updates, and tracking of client-related activities. Referrals are efficiently captured, tracked, and analyzed for insights into their source and activity. Additionally, whitespace analysis helps firms identify and prioritize opportunities for growing revenue by leveraging existing strong client relationships for high-value work.

Founded in 2020 by Kyle Alexander and Emile Van Den Berg, Upper Sigma was acquired by Litera in 2023. 

Funding Information:
Litera has raised a total of $102M in funding over 5 rounds. Their latest undisclosed amount of funding was raised in November 2021 from a Private Equity round.