Greenberg Glusker Law Firm
Streamlines Their Experience & Proposal Automation
The Greenberg Glusker Law Firm uses Pitchly to streamline experience and proposal automation
to save hours per week and simplify data collection across the firm.
Greenberg Glusker's Challenge
Greenberg Glusker was in the market for a better method of collecting, retaining and maintaining matter highlights from their attorneys.
They recognized that they needed automation software with the ability to quickly collect and store information within an online and on-demand database in order to accomplish this goal.
“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 PDF), to give us a running start."
Greenberg Glusker Found The Perfect Solution with Pitchly
Immediately, Pitchly exceeded Greenberg Gusker's experience management needs, with the ability to store and maintain proposal information, as well as feed information into new proposals. Having all of the data in one place enabled Greenberg Glusker to save time when it came to creating proposals.
As a mid-sized firm, Greenberg Glusker saw Pitchly as a great and flexible extension of their team. It was like having an entire proposals department available on demand.
Pitchly has the power to streamline Greenberg Glusker's proposal management process and create a time-saving value by harnessing the power of their intuitive Experience Database, Forms, and Documents Applications.
Having all of this data at our disposal saves them hours each week.
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"We are continuing to build our databases, but we have already seen value with Pitchly's search capabilities, locating relevant matters for pitches and proposals and creating tombstones."
Greenberg Glusker's Results
Greenberg Glusker views Pitchly as the perfect solution to round out their previously well-established tech stack and enable their team to easily track their experience and leverage their data for marketing and business development purposes.
Implementing Pitchly empowered Greenberg Glusker to:
Centralize access to all matters for a seamless search experience.
The firm saves hours per week by automating the tombstone creation process.
Simple data collection with Pitchly forms makes it easy to gather information for pitches.
Do You Want To Achieve These Results?
Your data is one of your most valuable assets. What's even more important? Your time.
Pitchly enables you to put all your data into a single, filterable database to cut down the time it takes for previously manual tasks, like pitch, proposal and tombstone creation. Reduce your document generation time by 93% using Pitchly to create data-heavy documents.