Pitchly aggregates digital data sources, such as Excel, SQL, Salesforce and more, into one normalized tabular view of the data to reference, search, filter, and then integrate into documents and presentations in real-time. End-users can even create custom forms to populate data to those original sources to make certain their teams are using the most relevant and up-to-date data.
“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 andPDFs), 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.”
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