Pitchly is a SaaS platform that serves legal, financial services, executive search, and professional services. We believe that the future of work isn't task-driven, it's data-driven, and we are building a business to make that future a reality. Our mission is to enable data in a way that helps people spend more time on the things that matter to them, and less time on the mundane. And with our data enablement platform, we put data to work through automations that save time, improve performance, and allow your workers to focus on what matters most.
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Recent Posts

Pitchly Helps Investment Banking Marketing Earn New Clients

Posted by Pitchly on May 17, 2022 6:00:00 AM

Investment banking is becoming a very crowded industry. According to the U.S. Bureau of Labor Statistics, the number of investment banks has increased nearly 20% since 2015. And they’re still growing. A growing number of investment banks equals increased competition for new clients. But investment banking marketing teams already have the tools needed for capturing new clients – their existing data. The problem is many advisors don’t know how to effectively use it to their advantage.

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Topics: Using Pitchly, Investment Banking Marketing

4 Types of Legal Tech Innovation You Need to Invest in Now

Posted by Pitchly on May 11, 2022 8:41:36 AM

Ready for the future? You never know what is going to impact your business – a pandemic, political unrest, war, a recession or any combination of the above. As a legal services firm, investing in legal tech innovation can help you prepare for whatever is on the horizon.

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Topics: Data Innovation

Data Enablement vs. Management vs. Governance: The Key Differences

Posted by Pitchly on Apr 26, 2022 1:04:56 PM

Organizations both large and small are focused on data – including its quality and how to use it. You’ll hear business leaders proclaim that “data is power” and is the “ultimate tool for success.” As a result, several different disciplines related to data have been introduced, e.g., data enablement vs. management vs. governance. 

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Topics: Data Enablement

How the Pitchly Tombstone Builder Makes Your Job Easier

Posted by Pitchly on Apr 19, 2022 9:04:48 AM

How much time does your firm spend on creating tombstones? One, two, three-plus hours per project? If you’re not automating the process with the Pitchly Tombstone Builder, no matter how long it takes, you’re wasting valuable time.

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Topics: Using Pitchly

Get the Most Out of Your Legal Marketing Budget

Posted by Pitchly on Apr 12, 2022 9:00:00 AM

Your law firm must market your services to grow and thrive. But there are so many different marketing channels out available, it can be difficult to decide where to put your dollars. And even how much to allocate to your total legal marketing budget needs to be considered. 

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Topics: Legal Marketing

Why You Need Data Management Software

Posted by Pitchly on Apr 5, 2022 8:20:32 AM

Data is at the heart of every business decision your firm makes. And if you’re not using data management software, you’re not using your data to its fullest.

Data and analytics initiatives help high-performing firms transform their strategies. A survey by McKinsey found that 20% of respondents say their data and analytics contributed to at least 20% of their earnings before interest and taxes (EBIT).

But having great data at your fingertips doesn’t just happen. Data enablement programs are used to deliver the right data to firms at the right time. Data management software is one way this is accomplished.

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Topics: Data Innovation

Am Law 200 Firm Lathrop GPM Selects Pitchly for Experience Management

Posted by Pitchly on Mar 16, 2022 1:22:21 PM

Des Moines, IA (March 16, 2022) – With its strong focus on client service, Lathrop GPM has partnered with Pitchly, an experience management and data enablement platform, to empower its attorneys, client service and business development teams with more accurate, efficient and scalable solutions. Pitchly’s platform combines data and content, going beyond other enterprise data platforms with applications and extensions that bring data to life through content design, process automation, and document generation.

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Topics: Pitchly Client Stories

Improved Productivity Gives Legal Marketers Time to Strategize

Posted by Pitchly on Mar 7, 2022 8:00:00 AM
Law firms can’t grow without new clients. But getting new business is easier said than done. According to the 2020 State of US Small Law Firms, 26% of firms said acquiring new clients is their biggest challenge. But legal marketers can’t focus on implementing new growth strategies if they’re bogged down by inefficient processes. Improved productivity is paramount to growth. 
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Topics: Legal Marketing, Marketing Technology

Ease of Use is Key for Successful Software Implementation

Posted by Pitchly on Feb 28, 2022 8:00:00 AM
Continually adopting new technology is critical to a firm’s future, because innovation breeds success. New software aids business transformation on almost every level, including law firm marketing. Upgrading your manual processes to a digital solution almost always creates efficiency gains. But investing in a new technology won’t provide a great ROI if your employees don’t use it. And the key to getting them to use it without resistance is ease of use.

According to Everett Rogers’ classic model of technology adoption over time, not every employee will immediately adopt new technology. This holds true even if the tech has obvious benefits.

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Topics: Marketing Technology

Pitchly Successfully Completes SOC 2 Type 2 Examination

Posted by Pitchly on Feb 22, 2022 10:00:00 AM

Des Moines, IA February 22, 2022.Pitchly, the no-code data enablement company creating new ways for work to be done, has successfully completed its Service Organizations Controls 2 Type 2 (SOC 2 Type 2) examination, which recognizes the ongoing steps it takes to ensure the Pitchly data productivity suite is designed to keep its clients’ sensitive information safe and confidential.

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Topics: Pitchly News