Case Study: Cox & Palmer achieves 93% faster, error-free document creation with Pitchly

Cox & Palmer - Customer Case Study

Cox & Palmer, a leading Atlantic Canadian law firm with more than 200 lawyers across 10 offices, selected Pitchly as their cloud-based experience database to bring efficiency, process, and organization to scattered experience and proposal data. The Halifax office, led by Marketing Director Natasha Forbes together with the Practice Innovation Lead and Partner Patrick Fitzgerald, sought a user-friendly solution to replace inefficient tools like Excel and Word and better manage their pitch and client experience information.

Pitchly implemented its cloud experience platform to aggregate disparate information, making data easy to catalog, find, and produce into Word and PowerPoint documents—typically deployed in under two weeks. As a result, Cox & Palmer can create data-heavy documents far faster and with fewer errors: Pitchly reports a 93% reduction in time to produce such documents, 100% error reduction, and locating information in roughly half the time, with next steps to expand Pitchly for pitch and proposal automation.

Cox & Palmer

Natasha Forbes

Marketing Director