Case Study: Choate Hall & Stewart achieves consistent, high-quality transaction data and rapid tombstone creation with Pitchly

Achieve Consistent, High-Quality Data with Dynamic Knowledge Management

Choate Hall & Stewart, a Boston-based law firm with strong transactional practices, struggled with a slow, manual process for producing transaction records and tombstone marketing materials—tasks that consumed dozens of hours per month as staff searched an Access database and built documents in Word. After evaluating options, Choate selected Pitchly as its preferred Experience Management/tombstone solution to provide a single point of access and faster tombstone creation.

Pitchly implemented a permission-based cloud database, migrating deal data from spreadsheets, collecting hundreds of logos, and creating standardized tombstone templates configured to Choate’s workflows. The system was live nine days after final information was received; teams now search and export tombstones to PowerPoint, consolidate master deal records, standardize data across practices, and save hours each week—measurably improving data quality and reducing knowledge loss thanks to Pitchly.

Choate Hall & Stewart

Sonia Mangino

Assistant Director of Business Development