Beatrice Sainz

Beatrice Sainz

Director of Customer Success

Leverages extensive experience in legal services and customer management to optimize client satisfaction and attorney engagement
Education

Bachelor’s Degree, Indiana University

Paralegal Certification, Metro Denver

Expertise

Legal, Technology, SaaS, Customer Management

About

Beatrice Sainz serves as the Director of Customer Success at UpCounsel, where she combines her extensive experience in legal services and customer success to enhance client satisfaction and optimize attorney engagement. With over six years of industry expertise, she is a driving force behind initiatives that ensure UpCounsel’s platform serves as a trusted resource for legal professionals and clients alike.

In her role, Beatrice collaborates with attorneys and clients to maximize the value of their interactions on the platform. She is deeply committed to creating seamless user experiences, designing processes that foster meaningful relationships, and promoting long-term partnerships. Her passion for client advocacy and her deep understanding of legal workflows have positioned her as a key player in advancing the company's mission to make high-quality legal services accessible to everyone.

Beatrice’s background in paralegal work complements her leadership in customer success, allowing her to bridge the gap between technology and legal expertise effectively. She has spearheaded initiatives to expand UpCounsel’s attorney network, identifying top legal professionals to enhance service offerings. Her vision and leadership ensure that every user’s journey on UpCounsel is not only efficient but also transformative.

Latest from Beatrice


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How to Convert C Corp to S Corp Retained Earnings Understand how to convert C corp to S corp retained earnings, including tax consequences, passive income risks, and strategies for managing built-in gains.6 min read Understanding Royalty Loan Agreements in Business Financing Explore how royalty loan agreements offer flexible funding without equity loss. Learn key terms, benefits, and risks to decide if it’s right for your business.7 min read
How to Merge an LLC from One State to Another Learn how to merge an LLC from one state to another or into a corporation. Discover your options, tax implications, and key legal steps for a seamless transition.7 min read How to Make Shares of My Company and Issue More Learn how to make shares of your company and issue them legally. Understand the process, approvals, and compliance needed to raise capital or onboard investors.6 min read
Business Sale Deposit Contract: Key Terms and Guidance Learn how business sale deposit contracts work, how much to deposit, and when it's refundable. Ensure legal protection when buying a business.7 min read LLC Partnership vs S Corp: Key Differences Explained Compare LLC partnership vs S Corp for taxes, liability, ownership, and compliance. Discover which structure fits your business goals and growth strategy.7 min read
How to Change My Registered Business Address Legally Learn how to change your registered business address with the IRS, state, and local agencies to maintain compliance. Discover all required forms and steps.6 min read Understanding Your Rights Under an Employment at Will Contract Learn what an employment at will contract means, its exceptions, employee rights, and state law differences. Understand how to protect yourself under at-will terms.7 min read
How to Issue Shares in a Startup: Legal and Strategic Insights Learn how to issue shares in a startup, including allocation strategies, legal documentation, vesting, and compliance requirements for startup founders.7 min read Convert LLC to S Corp Tax Consequences & S Corp to LLC Impacts Learn the tax consequences of converting an S Corp to an LLC, including capital gains issues and IRS rules. Explore flexible options to reduce tax liability.6 min read
How to Write a Partnership Agreement That’s Legally Binding Learn how to write a partnership agreement that’s legally binding, including essential terms, state requirements, and steps to protect your business.6 min read How to Get a Patent and Profit From It Learn how to get a patent, sell or license it, and make money from your invention with smart strategies for marketing, negotiation, and legal protection.6 min read
What Is Salary Exempt and Who Qualifies? Learn what "salary exempt" means under the FLSA, how it's determined, and how exempt employees differ from non-exempt workers in pay, rights, and legal protections.11 min read Managing an LLC: Key Structures and Smart Practices Learn key steps for managing an LLC, including operating structures, manager roles, compliance, and best practices for smooth LLC management.8 min read
Exempt Salary Test and FLSA Overtime Rules Explained Learn how the FLSA’s exempt salary test defines overtime eligibility through salary, duties, and state thresholds, plus 2024 rule updates for compliance.14 min read Medical Billing Contract Terms, Pricing, and Compliance Understand key terms, pricing models, and compliance requirements for a medical billing contract. Learn best practices to ensure secure and accurate billing.8 min read
Understanding Exempt Employees: Definitions, Laws & Rights Exempt employees are not entitled to overtime pay. Learn how they're classified, what rights they have, and the key legal and tax differences that affect employers.10 min read What Is Cooperative Law and How It Works Learn what cooperative law is, how it governs shared-interest organizations, and why its definitions and structures vary by jurisdiction and purpose.7 min read