Welcome, and thank you for participating in ILTA’s legal Marketing Technology Survey!
 
Survey Goals:

· Benchmark to see what tools firms are using and what marketing technology is more in play.

· Identify what comprises a typical “marketing technology stack” for a law firm in 2019.

· Collect some information that marketing technologists can use and leverage at their firms.

· Raise the profile of marketing technology in the legal industry.  

Definition: For response purposes, “marketing technology” is about leveraging technology and information to achieve marketing goals and objectives. This includes tools that automate tasks to surface actionable intelligence, customer insight and strategies for reaching target audiences.

Please take advantages of opportunities to add details if your answer is “other;” your responses will help drive questions next time. Questions marked with an asterisk are required to complete the survey.

Sponsored By: Content Pilot LLC

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* 1. How many people work full-time in the marketing/business development department, group or team?

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* 2. What is the highest level marketing technology role at your firm

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* 3. How many people in the firm are dedicated full-time to marketing technology?

The following four questions relate to relationship management tools and databases.

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* 4. What is the primary CRM/ERM solution that is used at your firm?

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* 5. Are you doing your CRM/ERM data maintenance at the firm or outsourced?

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* 6. If your CRM/ERM data maintenance is done in-house, how many full-time data stewards do you have?

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* 7. What is the biggest challenge that you see with day-to-day management of your CRM/ERM system?

The following three questions relate to Experience Management Systems.

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* 8. What Experience Management system do you use at your firm? (Select all that apply)

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* 9. Who owns your firm’s EMS system?

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* 10. If you are integrating with other systems to populate your experience database, which ones? (check all that apply)

The following two questions relate to Proposal Automation Systems. 

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* 11. Which proposal automation solution do you use?

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* 12. Who are the intended users of the proposal automation system? (select all that apply)

The following ten questions relate to Website Design. 

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* 13. How did you design/develop your website?

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* 14. Who handles your website’s technical updates/patching?

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* 15. Is your website using responsive design?

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* 16. What Content Management System/platform do you use?

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* 17. Does your website’s CMS enable you to manage multiple languages?

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* 18. How many languages appear on your website besides American English?

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* 19. Does your website comply with WCAG 2.0 Web Accessibility Guidelines?

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* 20. If yes, what level?

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* 21. What primary product do you use to manage video and/or podcasts on your site?

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* 22. How many search features do you have on your website? (Select all that apply)

The following five questions relate to Event Management Tools. 

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* 23. Which primary event management tool is your firm using?

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* 24. Does your primary event management tool integrate with your CRM system?

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* 25. Does your primary event management tool integrate with your website?

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* 26. Does your firm use a mobile event app for attendees to use at your conferences and seminars? (Schedule views, polling options, social feed, handout downloads, etc.)

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* 27. What primary tool does your firm use for delivering webinars?

The following question relates to Competitive Intelligence.

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* 28. Select up to 5 competitive intelligence tools your firm is using. If you use more than 5, please select the ones you use most often.

The following ten questions relate to Marketing Analytics. 

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* 29. What tool(s) do you use to collect and present marketing analytics? (Check all that apply)

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* 30. If you have identified key performance indicators (actionable measures of performance against objectives) for marketing and business development at your firm, for which categories do you have KPIs (versus other metrics)? (Check all that apply)

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* 31. What analytics do you track when it relates to websites, microsites and blogs? (Check all that apply)

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* 32. What analytics do you track when it relates to email marketing campaigns? (Check all that apply)

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* 33. What analytics do you track when it relates to social media? (Check all that apply)

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* 34. What analytics do you track when it relates to CRM and ERM systems? (Check all that apply)

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* 35. What analytics do you track when it relates to events? (Check all that apply)

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* 36. What analytics do you track when it relates to proposals and RFPs? (Check all that apply)

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* 37. What analytics do you track when it relates to experience management systems? (Check all that apply)

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* 38. Do your key performance metrics drive a change in behavior?

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* 39. Please choose the statement that best describes your firm’s artificial intelligence road map.

  No Considering/Evaluating Yes I don't know
Our marketing department uses AI
Our research/library/KM team uses AI
Our practice management/support department uses AI
Our attorneys use AI in their practice(s)

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* 40. If your firm is currently using AI, please feel free to share any project(s) details here.

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* 41. Please choose the statement that best describes your firm’s efforts around enterprise data management.

  No Sometimes Yes I don't know
Our firm has an Information Architect responsible for firm wide data management
Our marketing department actively collaborates with other departments (IT, Finance, KM) to streamline data in the firm’s enterprise systems
Our firm has a data management strategy
Our firm has a data warehouse 

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* 42. Are you actively seeking a replacement for existing technology?

  Yes No
CRM/ERM
Experience Database
Proposal Automation
Events 
Webinars
Competitive Intelligence 
Analytics

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* 43. Are you actively seeking to acquire new technology in any of these categories?

  Yes No
CRM/ERM 
Experience Database
Proposal Automation
Events 
Webinars
Competitive Intelligence 
Analytics

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* 44. What’s keeping you up at night regarding marketing technology? What concerns you most? What is harder than it has to be? What category of technology solution are you most challenged by? You don’t need to share details, just categories that we might consider for the next survey.

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* 45. Any additional comments? Please let us know of new/additional survey questions you believe should be added or if you are using any marketing technology we didn't cover in this survey. Thank you!

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