Unify practice business development

A single source of matter experience data, documents and content

Download Case Study
Sonia Mangino<i>, Assistant Director of Business Development</i>

We needed a single point of access for information and a tombstone management solution that took minutes instead of hours

Sonia Mangino, Assistant Director of Business Development
Claire Thompson<i>, Business Development Manager</i>

We purchased Pitchly to manage our Tombstones but it has quickly become our preferred Knowledge Management Solution for the Business Development team

Claire Thompson, Business Development Manager
Consolidate firm experience

Organize experience across the firm and provide access to business development, marketing, administration, and attorneys to complete their work.

Proposal content

Connect Tombstone, Case study, and Biography applications to automatically create proposal content from database input values for export to PowerPoint and Word for proposals.

Custom forms

Install Forms app to customize deal collection process by hosting forms, include workflow approvals, and create multiple forms with custom fields to match experience types.

Practice database

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

Store client information and logos to provide a repository of frequently used information, standardize data structure, and link to matter experience records.

Attorney database

Maintain and share a attorney database within your organization to centrally locate frequently used information and maintain one biography record for each attorney.

Knowledge management made easy

Choate selected Pitchly for its application library, but the platform quickly became the preferred knowledge management solution for the Business Development team.

Knowledge management made easy