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


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
Resolution to Dissolve LLC: Steps and Requirements Learn how to properly file a resolution to dissolve LLCs or corporations, including IRS Form 966, notices, tax returns, and certificate requirements.6 min read C Corp Board of Directors Requirements & Formation Essentials Learn what it takes to form a C corp, including board of directors requirements, bylaws, shareholder rules, and compliance essentials for new corporations.6 min read
Understanding the As Is Real Estate Contract Learn how an as is real estate contract works, its legal implications, pros and cons for buyers and sellers, and key protections in California real estate law.6 min read Franchise Tax Delaware: Key Rules & Filing Tips Learn everything you need to know about Delaware franchise tax—including due dates, payment methods, late fees, and tax-saving strategies for businesses.9 min read
How to Patent a Phrase and Secure Legal Protection Learn how to patent a phrase by registering a trademark. Understand eligibility, filing steps, benefits, and how to protect your brand’s catchphrase legally.8 min read LLC Sale of Shares Agreement: Key Steps and Legal Considerations Understand the legal steps for a sale of shares agreement in an LLC. Learn about transfer procedures, buy-sell clauses, and state laws affecting LLC ownership.9 min read
Can You Patent a Service? Legal Options Explained Wondering if you can patent a service? Learn how utility patents work, explore eligibility criteria, and discover legal protections for your business idea.9 min read Understanding a Private Trust Company for Estate Planning Discover what a private trust company is, how it operates, key benefits and risks, and why it's a powerful estate planning tool for high-net-worth families.6 min read
Understanding LLC Regulations for Compliance and Growth Stay compliant with LLC regulations, including ownership reporting, tax classification, and state-specific rules. Learn key requirements and avoid penalties. 6 min read Sale of S Corporation Stock to Another Shareholder Learn how to handle the sale of S corporation stock to another shareholder, including legal steps, tax reporting, and compliance with S corp requirements.7 min read
What Sales Are Exempt from the Cooling Off Rule? Learn what sales are exempt from the cooling off rule and when you can cancel a purchase under the FTC’s Cooling-Off Rule. Know your rights and seller obligations.6 min read Delaware LLC Asset Protection Strategies for Business Owners Explore how Delaware LLC asset protection shields business owners from personal liability. Learn key legal advantages and best practices for safeguarding assets.6 min read
Convert S corp to Single Member LLC Explore the process and key implications of a single member LLC to S corp conversion. Learn tax benefits, risks, and legal steps to make the transition.7 min read How to Convert California S Corporation to LLC Learn how to convert a California S corporation to an LLC, including procedures, tax consequences, and filing steps. Understand the legal and business impacts.7 min read
How to Complete a Delaware LLC Dissolution Learn how to properly complete a Delaware LLC dissolution, including winding up affairs, filing the certificate, and avoiding future franchise tax liabilities.6 min read How to Get a Beverage Patent for Your Drink Learn how to secure a beverage patent, protect your drink recipe, and explore alternatives like trade secrets and trademarks in the competitive drinks industry.6 min read
Delaware Expedited LLC Filing: Process, Timelines & Fees Learn how Delaware expedited LLC filing works, including 1-hour to 24-hour options, extra fees, and tips to ensure your filing is fast and successful.6 min read Assignability in Contracts: Key Rules and Exceptions Learn about assignability in contracts, including enforceability rules, anti-assignment clauses, and how to lawfully transfer contractual rights or duties.6 min read