A single source of matter experience data, documents & content
Managing experience data to win more clients
A central location for matters and attorney data, as well a solution for generating relevant Tombstones and CVs
Law firm marketing and business development teams are consumed by responding to RFPs, let alone finding time to gather the information and data to create compelling, winning pitches.
It’s a vicious cycle of prioritizing winning work and keeping your database and content up-to-date and relevant. Marketers have a one-stop, automated solution for both challenges with Pitchly.
We purchased Pitchly to manage our Tombstones but it quickly become the preferred Knowledge Management Solution for the Business Development team.
– Claire Thompson, Business Development Manager | Transactional Practices
Consolidate firm experience
Organize experience across the firm and provide access to business development, marketing, administration, and attorneys to complete their work.
Automate proposal content
Connect Tombstone and Biography applications to automatically create proposal content from database input values for export to PowerPoint and Word.
Streamlined forms that get filled out
Short, custom forms that normalize data and save your practice leaders and attorneys time when providing experience data.
Secure database with user permissions
Create a database for each practice group with specific fields, access to shared fields, unique user access permissions and connect relevant applications to each database.
Shared company database, linked to experience
Store client information and logos to provide a repository of frequently used information, standardize data structure, and link to matter experience records.
Central location for attorney bio, profile
Maintain and share an attorney database within your firm to centrally locate frequently used information and maintain one biography record for each attorney.