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Proposal Generation with Insight – PitchPerfect Analytics, Reporting and Notifications

PitchPerfect enables Law Firms to deliver sophisticates, professional proposals, quickly and efficiently, saving valuable time which can then be spent on tailoring the proposal to meet the specific requirements of the client or prospect.

But how can you improve your proposal process?

With PitchPerfect's included PitchTracker module, being able to measure the effectiveness of your current processes by reviewing actionable data is uncomplicated, but invaluable.

With an optional or required side panel, users are prompted to record the information you want to capture about the proposal. You can use this information to manage your proposals, analyse data and report results.

Recording information is easy and you can track and analyse proposal activity across the firm - providing senior management with data on win rates by region, practice, or even individual lawyer. Dashboard visualisation of this data is then in line with the latest trends in intelligence analytics.

Analytics, Reporting and Notifications

  • Keep track of how many marketing and BD document have been created.

  • Recording of key information, such as client, lead lawyers(s), and proposal status.

  • Daily, weekly, monthly, or immediate notification of documents created or modified.

  • Understand areas to adapt for best practice to help improve the success rate.

  • Analyse win rates by region, practice, sector, or fee earner.

  • review performance and profitability

This can help you understand which areas need to be adapted for best practice to help improve proposal positioning.

See how it works

Creating documents is a vital part of business development and something which should never be underestimated. Setting you firm apart from your competitors is a sure way of getting you potential client's attention. With an ever-increasing number of pitch documents being created, your firms needs to be able to produce professional, sophisticated and aesthetically pleasing pitch content quickly and effectively.

If you would like further information on PitchPerfect you can download our Brochure here or request a demo, alternatively contact us on 020 3743 9626 or make an online enquiry here.

Will you be attending the annual Legal marketing Association Annual Conference 2020, in Denver? If so, we would love to meed you. Pop by booth 608 to get a live demonstration of our innovative proposal generating software - PitchPerfect. if you would like to book a personal product demo you can do so here. We have 15 minute and 30 minute demos available.

We will also be conducting a presentation of PitchPerfect at 2:45 Thursday 26th March in the Exhibit Hall - be sure not to miss out.