Accelerate Your Firm’s Growth with Litera Upper Sigma’s Latest Enhancements

Designed to make your strategic and tactical initiatives more efficient and effective, Upper Sigma’s updates are transforming the way legal marketing and business development professionals work. Here’s what we have recently rolled out to ensure your firm is at the forefront of success:

1. Strategic Planning
   The new Strategic Planning module is designed to help you expand revenue, retain talent, and maintain alignment across the firm. It accommodates all your planning needs, from developing strategies focused on individual clients to helping your team craft their personal growth plans. Our collection of ready-to-use templates provides a quick start, but we understand that every firm has its unique approach to planning. That's why our intuitive drag-and-drop builder offers complete flexibility, allowing you to shape your plans in a way that aligns perfectly with your firm's methodology.
    
2. Event Check-In
   Our Event Check-In tool streamlines attendance tracking for in-person events and is built into Upper Sigma itself. Upon arrival at an event, attendees can self-check-in and the tool immediately updates their attendance status in your CRM. Check-In also supports walk-in registrations and bulk no-show updates, complemented by several dashboards to enhance your reporting capabilities.
    
3. Taxi Reports
   Empower your lawyers with a dynamic overview of key relationships and matters, ensuring they stride into client meetings with maximum readiness and insight. Our Taxi Report tool effortlessly compiles crucial client information into sleek PDFs—all in one click.
    
4. Preference Management
   Engage and grow your audience more effectively by delivering content that truly resonates with their interests. Our advanced Preference Management Tool grants clients the autonomy to update their data in your CRM, ensuring accuracy and relevance. It also provides them with the power to customize their content preferences, whether they're interested in specific industries, regions, or practice areas.
    
5. Lawyer Biographies
   Biography Lite provides lawyers a platform to showcase their specialized knowledge, career milestones, and professional triumphs. Every lawyer has a personalized biography that encapsulates significant achievements, assisting them in establishing trust and credibility to stand out in a challenging marketplace. If you require more advanced Biography capability, schedule a demo with one of our experts to learn more about Litera Foundation.
    
6. Concep Integration
   The robust integration between Upper Sigma and Concep streamlines your content and event management processes, ensuring smooth workflows. Engage your client base by effortlessly synchronizing CRM contacts across both platforms. Client profiles within your CRM are automatically enhanced with engagement data from Concep's email campaigns. Additionally, the form integration automatically syncs RSVPs for upcoming events or newsletter subscriptions from Concep into Upper Sigma.
    
7. Segment by Geolocation
   Effortlessly compile geographically targeted lists with Upper Sigma's Add By Geolocation feature. This tool is invaluable for swiftly pinpointing contacts in close proximity to your event locations, tailoring marketing campaigns, optimizing relationship nurturing strategies, and enhancing local networking opportunities—all in just a few clicks.
    
8. Activity Timelines
   The Timeline feature in Upper Sigma simplifies the monitoring of crucial activities, including tasks, events, calls, and emails. This versatile component can be applied throughout your CRM for a swift and clear view of records related to a parent, such as Accounts, Contacts, and Pipeline.

Litera Upper Sigma: Start Fast, Scale Forever

With Upper Sigma’s latest enhancements, your firm can unlock new levels of efficiency, organization, and strategic growth. From streamlined event management to advanced segmentation and personalized lawyer biographies, each feature is designed to empower your team to build stronger relationships and optimize business development efforts. As the legal landscape evolves, Upper Sigma ensures your firm stays agile, competitive, and ready for what’s next.

To learn how Upper Sigma enables firms to get started fast and scale forever with a modern purpose-built CRM, schedule a demo today.

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