Case Study: Greenberg Glusker achieves streamlined experience management and proposal automation with Pitchly

Greenberg Glusker LLP Selects Pitchly for Experience and Proposal Automation

Greenberg Glusker, a top-tier Los Angeles law firm with 100 attorneys, needed a better way to collect, retain, and maintain matter highlights and proposal materials across disparate sources. To solve their experience and proposal automation needs they selected Pitchly, using Pitchly’s Experience Database along with its Forms and Documents applications to centralize and automate proposal content.

Pitchly implemented a centralized Experience Database that ingests and pre-populates data from Excel and PDFs, streamlining proposal management and enabling fast searches to locate relevant matters and generate tombstones. The solution delivered clear efficiencies—Pitchly reports a 93% reduction in time spent on data-heavy documents and 100% error reduction, with accounts deployable in under two weeks—helping Greenberg Glusker save time and improve the quality and consistency of their pitches.

Greenberg Glusker

Sheenika Gandhi

Director of Marketing