Self-service experience, knowledge, proposals, pitches, and CMS management for law firms.

Our new Law Firm Customers generally spend 6 hours or less setting up the software and are fully onboarded in 11 days.

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Powering more than 200 experience searches and 100 pitch and proposal exports daily

“I had assessment meetings with Practice Group Leaders and senior partners during my first three months at the firm and it became quickly apparent that we weren’t tracking our matter and deal highlights properly. Pitchly has helped us immensely, specifically gathering and pre-populating the relevant data from our various sources (Excel and PDFs), to give us a running start. We are continuing to build our databases, however, we have already seen value with the search capabilities, locating relevant matters for pitches/proposal and creating tombstones,”

Sheenika Gandhi
Director of Marketing

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Experience database

Knowledge Management for Attorneys, Matters, and Clients.

The database is central to everything we do and built on the Pitchly Platform. Law firms create up to six databases to manage marketing and business development experience and workflows.

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An image of the Pitchly Proposals application.

Pitch & proposal

Integrated experience, attorney bios, tombstones, and custom components.

Create branded proposals and pitches for Word and PowerPoint in 6-clicks and 30 seconds. Create and manage a library of self-service dynamic components to generate content from your experience such as tombstones, representation lists, practice overviews, and attorney biographies.

"From the beginning, Pitchly was user-friendly. I chose Pitchly because I wanted to apply efficiency, process, and organization to my data. The product is extremely straight forward but yet very powerful."

Natasha Forbes
Marketing Director

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Workflows

CREATE WORKFLOWS INSIDE AND OUTSIDE YOUR PITCHLY ACCOUNT WITH FORMS.

Make it easy for attorneys and marketing teams to enter new information in Pitchly. With the Forms application, attorneys can receive and submit custom experience to the database and request marketing and business development documents seamlessly. Marketing and business development members can be notified of new form submissions, and review, edit, and approve before submission to the experience database or accept the attorney request easily.

An image of the Pitchly Forms application.
A collection of various forms and documents.

Ranking submissions

STOP THE LAST MINUTE SCRAMBLE. COLLECT AND INSERT EXPERIENCE FOR QUICK SUBMISSION.

Export a Word Doc from Pitchly by searching, tailoring, and inserting experience from your database. Creating submissions in Pitchly allows you to track current and previous submissions and compare the matters, attorneys, and awards you have applied for easily in a chronological order allowing for a faster more streamlined process.

"Pitchly provides a simple solution to store detailed information about transactions for attorneys and marketing collateral and data for our team. The ability to export tombstones directly to PowerPoint and conduct detailed searches using the filter has made Pitchly our preferred Experience Management system."

Claire Thompson
Senior Business Development Manager

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Integrate easily

PUT EXPERIENCE COLLECTION ON AUTOPILOT BY CONNECTING TO CLIENT-RELATED SOFTWARE THROUGHOUT YOUR FIRM.

Connect Pitchly to one or more services you already use to create the ultimate single source of experience truth. We frequently connect to website CMS packages, or services including billing, intake, and CRM software.

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Website CMS

Connect Pitchly to your website to receive updates into your experience database and improve your SEO ranking and visitor engagement.

Display attorney biographies, tombstones, deal, and representation lists on your website in a few clicks. Once the view is created, Pitchly Web Publish instantly pushes updates to your website forever. Set and forget!

Onboarding

ONBOARDING WITH PITCHLY IS QUICK AND ITERATIVE

In 2018, law firms were fully set up in 11 business days after six hours of onboarding. Their information was loaded and structured to further refine and discuss with our team. We believe working closely during the first 90-days delivers better results for years to come so we invest heavily in keeping teams on task to deliver Pitchly across their firm successfully.

"We pride ourselves on representing cutting-edge technology, and we are always keen to find technology solutions to improve our knowledge management and client service. Pitchly allows us to easily organize and research our experience, while automating custom pitch and proposal content like experience tombstones. We selected Pitchly because they are the market leader in this category and demonstrated a short time-to-value with their innovative approach of implementing from the Excel and PowerPoint documents we already had."

Monica Rodriguez Kuniyoshi
Chief Marketing Officer

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Hybrid, hosted, and security

Law Firm IT teams love us. Just ask Stroock, Willkie Farr, Hinshaw, ...

Pitchly is a cloud-based SaaS product that users access via a web browser. Pitchly’s application is hosted on AWS and can store customer information on AWS or access it remotely via our SQL Connect integration. For firms looking to maximize an existing datawarehouse in Microsoft SQL Server or that have not transitioned to the cloud, our patent-pending SQL Connect integration is winning the hearts and minds of professional service firms around the world!

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Headshots of Pitchly's legal team.

Support & service

WE PROVIDE UNLIMITED WORLD CLASS SUPPORT

We work with you everyday to manage your account successfully. We provide expertise to grow engagement and return on investment. We see implementation as a never ending evolution of using a software product and we have built it for that purpose.

Work less. Do more.

That's what Pitchly is for.

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