For law firms and expert networks

Every bio looks a little different

A pitch or a panel tender needs bios for a whole team, and each lawyer's bio was written at a different time, in a different office, at a different length. Expert networks have the same problem with expert profiles: every expert's CV arrives in its own shape and the client wants them side by side.

Someone ends up rewriting them into the same layout, under deadline, every time.

How it works

1. 1

   Set the house style once

   Upload your pitch bio, expert profile or expert CV layout, or start from the library. Formatix builds a template that keeps your layout and branding, and you check a filled sample.

2. 2

   Send in the source documents

   CVs, website bios, old pitch bios or LinkedIn exports, one at a time or in a batch, by upload, by email to [email protected], or from inside ChatGPT or Claude.

3. 3

   Check and send

   Each bio opens beside its source for checking and editing, then downloads in Word, PowerPoint or PDF.

Formatix lays out what the sources say. It does not add matters, experience or qualifications that are not in them.

Templates to start from

Each one is rebuilt in your brand. Or upload your own format, or the one your client sends you, and Formatix builds the template from it.

• WordLawyer pitch bioA one-page lawyer biography for pitches and panel tenders: photo, title, practice areas and office, admissions with jurisdiction and year, education, languages, summary, representative matters, rankings and recognition only when the source states them, memberships and publications.
• WordExpert network profileThe expert profile an expert network sends before a call, named or anonymised: current and former roles with dates, companies, sectors and geographies, the topics the expert can speak to, a relevant-experience summary and compliance notes (cooling-off, restrictions) left as placeholders unless stated.
• WordExpert witness CVAn expert witness CV for litigation and arbitration: field of expertise, current position, qualifications and memberships, expert witness experience (instructions, claimant and defendant split, appearances) only when stated, professional experience, publications, training and a declaration placeholder.
• WordDeal sheet CVA CV with a deal sheet for investment banking, private equity, corporate finance and corporate law: current role, sector focus and qualifications in a ruled row, the profile, selected transactions in a table (date, transaction, type, value as stated, role) with the header repeated on every page, the career with achievements, then education, technical skills and languages. Confidential deals keep the CV's own code names.

Frequently asked questions

Can Formatix keep our firm's pitch bio layout?

Yes. Upload a finished bio and Formatix builds a reusable template from it that keeps your layout, fonts and logo. You check a filled sample before using it.

Can it work from website bios rather than CVs?

Yes. It reads CVs, website bios, earlier pitch bios and LinkedIn PDF exports, and lays out what they contain in your template.

Does it invent information to fill a template?

No. It places only what the source documents and your notes contain; anything missing stays blank for your team to complete.

Related pages

• Lawyer bio formatting for pitches and panelsCVs and old bios into your pitch template.
• How should law firms format lawyer bios for panel tenders?
• How do law firms keep lawyer bios consistent across offices?
• Expert profile and expert witness CV formattingCVs and LinkedIn exports into one profile format.
• What should an expert witness CV include?
• How do expert networks standardise expert profiles?