Litera has announced a partnership with Client Sense, which automatically captures external contacts, their interactions, titles and addresses, helping a firm to keep contacts updated and better leverage them to drive further revenue.
Client Sense integrates with Litera’s newly-acquired CRM system Upper Sigma; digital marketing tool Concep; and firm intelligence platform Foundation.
Steve Tyndall, CEO and founder at Client Sense said: “Having already established value-add integrations with Litera’s Upper Sigma, Concep and more recently Foundation, this formal partnership allows us to work more closely with the Litera team to further assist firms in gaining accurate and up-to-date data around their client and referrer relationships.”
According to Tyndall, around 80% of annual revenue for commercial firms is attributed to existing relationships, yet when relying on manual data entry, these relationships are not always captured.
“Client Sense and Litera’s Upper Sigma, Foundation, and Concep are already best-in-class solutions for ERM, CRM, experience management, and marketing respectively,” said Barry Solomon, vice president, M&A integration at Litera, former CMO at Sidley Austin, and founding member of LexisNexis InterAction.
“Combining them unleashes their full power and provides firms who use Litera with previously unavailable insights and unique connections to drive more targeted interactions that leverage the sum of a firm’s relationships and experience. This partnership is an exciting step forward that opens a range of new opportunities and benefits for firms around the globe.”
To download our CRM Report 2023, which looks at the different CRM systems in the market – including Client Sense and Upper Sigma – click here https://legaltechnology.com/2023/02/22/liti-launches-2023-legal-crm-software-report/