Case Study

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.
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The Challenge

There was a gap in their tech stack that left their experience data disorganized and inaccessible.
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Centralize transaction data and access pre-designed and approved tombstone templates using Pitchly's robust functionality.
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The results are weekly time savings, better firm-wide synergy, and automated data processes.

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.

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“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."

Headshots_Sheenika Gandhi
Sheenika Gandhi
Chief Marketing Officer | Greenberg Glusker

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."

Headshots_Sheenika Gandhi
Sheenika Gandhi
Chief Marketing Officer | Greenberg Glusker

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:
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Consolidate Data

Centralize access to all matters for a seamless search experience.

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Save Time

The firm saves hours per week by automating the tombstone creation process.

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Increase Productivity

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.

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