Pitchly integration & automation experts

What you can automate with Pitchly

Pitchly is a data management and content generation platform designed for professional services firms — law firms, accounting practices, consultancies, and financial advisors. It takes structured data about your firm’s experience, credentials, and deal history and turns it into polished marketing materials like pitch decks, proposals, and credential sheets. Instead of rebuilding these documents from scratch every time, teams pull from a centralised data repository. The problem Pitchly addresses is one that most professional services firms know well: your firm has done great work, but the evidence of that work is scattered across emails, spreadsheets, and shared drives. When a pitch opportunity comes up, someone has to manually hunt down relevant case studies, partner bios, and deal credentials. Pitchly centralises this information and makes it searchable and reusable. Osher Digital’s automated data processing services help firms build the data pipelines that keep platforms like Pitchly populated with current information. When connected to your CRM and document systems through automation, Pitchly’s data stays current without manual updates. New deals close in your CRM, and the credentials flow into Pitchly automatically. New team members are added to your HR system, and their bios appear in the pitch content library. Osher Digital’s system integrations team builds these connections so your content repository reflects reality. For firms that compete on credentials and experience, the speed and accuracy of your pitch materials matter. Pitchly makes that process faster, and when paired with AI consulting from Osher Digital, you can add intelligent content recommendations and automated proposal generation to the mix.