Pitchly Resources

Thought Leadership
Pitchly Product
Case Studies


General Platform Walkthrough

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Follow along as Jamie, Pitchly's Director of Client Success, walks you through our Data Enablement Platform.

What is Pitchly?

Pitchly Data Enablement Platform


A quick overview of who are platform is built for, what problems we solve, and what value we can drive in your organization.

Pitchly's Tombstone Builder

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Learn how to use Pitchly's tombstone builder to quickly and seamlessly put your data to work and save hours each week in creating this valuable pitch asset.

What is Data Enablement?

What is data enablement

What exactly does Data Enablement mean, why is it a crucial component to your growth strategy, and what strategies can you implement in your organization? Tune in to find out. 

Automatically Generate Pitch-Ready, Data-Driven Content

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Tune into this walkthrough of our content template capabilities and see how you can harness the power of easy-to-create and even easier-to-populate content templates that are automatically generate from your data. 

How Pitchly Streamlines Experience Data Management

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Greenberg Glusker’s Director of Marketing, Sheenika Gandhi, joins us to explain how her firm has been able to save time and better manage experience with Pitchly. 

Create Meaningful Content Using Pitchly & Templafy

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Tune in to see how you our clients use Pitchly and Templafy together to easily and automatically create valuable content that you can leverage to win new business.

Problems We Solve for Legal Firms

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Pitchly's Vice President of Client Value, Allison Nussbaum details the common data problems she experienced in her time working in legal, and how Pitchly's data enablement platform was created to directly combat these issues.

Legal Platform Walkthrough

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Get a quick walkthrough of the capabilities of Pitchly's Data Enablement Platform and see how it can help your law firm manage and activate your experience to win new business.

Thought Leadership

Accelerating Growth in Professional Services 2023

 [Industry Report]


We conducted a sweeping survey of marketing and business development teams at professional services firms to help identify the ways they use technology as a growth tool, top challenges and the biggest opportunities they project for 2023. 

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Data Enablement 101


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In this eBook, w
e'll give you the tools to understand what Data Enablement is all about and how to implement the strategies in your organization to power scalable growth.

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Using Data in Executive Search [eBook]


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Data is crucial in every industry, but in Executive Search, it’s everything. Your data is what empowers you to make the most accurate placement and build your good reputation with both clients and candidates. This eBook will give you the best data strategies to implement in your firm. 

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The Pitch that Seals Deals [eBook]

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In this eBook, you'll discover the 5 steps to help you nail your services pitch and help your firm win new business time and time again

Download Legal Version

Download Accounting Version

Why Corporate Law Firms Need a Client Value Team [Article]

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The core function of a client value (or client success) team in a software company is to ensure that clients receive ongoing and lasting value from the product/services they have purchased.

Pitchly Product

Pitchly for Accounting


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The best use cases and opportunities for accounting firms using Pitchly

Pitchly for Investment Banking


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The best use cases and opportunities for investment banking firms using Pitchly

Pitchly for Executive Search


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The best use cases and opportunities for executive search firms using Pitchly

Pitchly for Legal Firms


Pitchly for legal firms

The best use cases and opportunities for legal firms using Pitchly

Pitchly + Templafy


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Insight into how Pitchly's Data Enablement Platform and Templafy's Content Enablement platform can work together to change the way that you access and activate your data. 

Pitchly + Upslide

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Learn how Pitchly's integration with Upslide can help you go from data to content more easily and create scalable processes to help your firm grow.

Pitchly's Tombstone Builder

Pitchlys tombstone builder for the legal industry

Learn the 5 steps to automatically generating tombstones in Pitchly, and see how our data-driven methodology can save you time, enhance branding and prevent content errors.

Why Pitchly?

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Find out how Pitchly can solve your team's most pressing problem: wasted time. 

Case Studies

Pitchly Streamlines Experience & Proposal Automation for Greenberg Glusker

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Dive into our case study with law firm Greenberg Glusker and find out how we helped them save time and put their experience data to work.

Achieve Consistent, High-Quality Data with Dynamic Knowledge Management

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Check out our case study with law firm Choate Hall & Stewart LLP and find out how we helped them save time, increase efficiency and created consistency in their data.

Standardize Pitch Deck Materials and Save Time Through Content Automation

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Find out how Pitchly helped JM Search Executive Search firm optimize their pitch deck processes, save hours each week and standardized their pitch content

Activate and Safeguard Confidential Data with Advanced Content Filters

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Discover how a global investment bank was able to prevent the release of confidential data and automatically prevent errors with Pitchly's advanced template features. 


Pitchly in Action for Banking & Finance


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Join Pitchly CEO & former investment banker Ryan Gerhardy for a walkthrough of Pitchly's Data Enablement Platform and a review of the ways in which it can save you time and create efficiencies in your data processes.

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Take a Peek at Pitchly for Legal Professionals


Join Pitchly's VP of Client Value Allison Nussbaum for a quick peek at Pitchly's Data Enablement Platform!

Automating Content Generation for Executive Search

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This full walkthrough of the Pitchly platform highlights the most common use cases and capabilities that can help your busy team automate repetitive processes and gain more time for innovation.