Pitchly Experience
Pitchly
Experience management platform for pitch, proposal, and client intelligence automation
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Integrations
Pitchly has 2,000+ dedicated integrations to legal and third party software services.
Matter database
Collect, edit, share, and search matter information across all practices easily
Manage database tables easily
Adding, editing, and updating fields and new tables is easy in Pitchly.
Custom Word proposal temlates
Users can create document templates to export content, bios, practice overviews, client letter, rates, and experience into PowerPoint and Word document styles you already use
PowerPoint Tombstone library
Filter, select, arrange, and export custom tombstone layouts and design to PowerPoint for continued editing and insertion into marketing materials and email announcements.
Build Experience Collection and Marketing Request Forms
Build and manage a library of workflow-enabled forms to collect experience, track attorney requests, and request matter descriptions.
Invite users seamlessly
Invite users and set granular permissions to ensure access, export, design, and approval access is maintained.
Product walkthrough tutorials ensure you can quickly complete your tasks
Clickthrough guides onboard all users and are customized during implementation to meet your specific account configuration and workflow preferences. You no longer need to create a 'Product handbook'!
Product information
Pitchly is the fastest-growing experience platform for professional service firms with 50 to 50,000 employees. Pitchly’s patent-pending implementation creates a customer account in hours, providing a better way to view, manage and use experience. Typically, before Pitchly, this work takes place in inefficient tools like Excel, Word, PowerPoint, Sharepoint, or IT-owned databases like SQL, Aderant, and 3E. Pitchly aggregates disparate information sources, making information easy to catalogue, search, and link to Word and PowerPoint templates for custom pitch, proposal, bio, practice overview, and content creation without add-ins.
Supported Thomson Reuters products
- 3E
- ProLaw
- HighQ
- 3E
Languages supported
All languages
Regions supported
All regions
Customer stories available here: https://pitchly.com/stories.
“I have never bought and implemented a software product that has been purchased and implemented as easily as Pitchly.”
- Database platform: https://hubs.ly/H0Bkpr-0
- Technology white paper https://hubs.ly/H0BkpvH0
- Security overview https://pitchly.com/security
- On-premise SQL Connect stream https://hubs.ly/H0BknW00
