Legal Marketing and Business Development Survey

Question Title

1. Compared to pre-COVID, how do you view the role of MarTech and business development tools and technologies (i.e., CRM, Pitch & RFP automation, Experience Management, Contact Management, BI/analytics tools)? Check all that apply. (Required.)

They are more mission critical than ever

Automation and collaboration tools can address critical remote working challenges

They address a niche need and will continue to do so

They have taken a backseat to remote working-specific technologies

They are part of a broader technology stack which is integral to firm success

No change

Other (please specify)

Question Title

2. Will your 2021 budget for purchasing marketing technology increase, decrease or remain the same from 2020? (Required.)

Increase

Stay the same

Decrease

Question Title

3. What metrics do you use to measure your department's performance? Check all that apply. (Required.)

IT capital costs per attorney

IT operating costs per attorney

Help desk closed ticket resolution times

Downtime per month

User satisfaction surveys

New clients won/lost

Lead generation

Other (please specify)

Question Title

4. Beyond Working From Home (WFH), what is the biggest adjustment and/or change you have made during the pandemic? Check all that apply. (Required.)

Re-assessing practice areas based on COVD-related (under)performance

More collaboration/working together with clients

Getting the most out of existing technologies, services, and subscriptions

More working ‘across the aisle’ with other departments to help clients

Accelerated use of data, metrics, and analytics to provide the most measurable value

Other (please specify)

Question Title

5. Which other departments and/or firm roles influence technology purchases? Check all that apply. (Required.)

Administration (Executive Director, Chief Admin)

Attorneys

Clients (in general)

Finance

General Counsel/Law Departments

Litigation department/practice support

Marketing/business development

Outside technology consultants

Other (please specify)

Question Title

6. Which of the following influences your marketing technology purchasing decisions? Check all that apply. (Required.)

Webinars

Vendor-specific websites

Targeted e-newsletters

Social media

RFP responses

Product demos

Podcasts

Peers/other law firms

Market research and rankings

Internet research

Industry surveys

Consultant recommendation

Attorney recommendation

Articles in other publications

Articles in legal tech publications

Analyst recommendation

Other (please specify)

Question Title

7. What is the biggest challenge facing your department? Check all that apply. (Required.)

Doing more with less

Staffing

Changing practice areas (recalibrating to accommodate new market conditions)

Budget concerns

WFH/remote set-up

Collaborating with a global workforce

Other (please specify)

Question Title

8. How important is the cloud when it comes to technology purchasing? Describe your cloud attitude. (Required.)

Absolutely critical: We won’t deploy new technology that is not cloud-based

It depends on the applications and services being deployed so we favor a hybrid approach

The cloud is overrated. We (and our clients) are still most comfortable with client/server/installed applications?

Comments

Question Title

9. What three marketing/MarTech/business development technologies are most critical to client (internal and external) success? Please select 3 answers. (Required.)

Enterprise Search

CRM

Experience Management

Pitch/Pursuit Management

Data Analytics

Content Management

Websites

Intra and extranets

Other (please specify)

Question Title

10. What is the role of data analytics within your firm? Check all that apply. (Required.)

Mission critical. We only manage what we can measure with data and metrics

Most of our departmental efforts are data and analytics driven

Analytics are used on a ‘case-by-case’ basis internally

Clients are increasingly asking for analytics, so we use it internally as well

It’s something we should be doing more of

Other (please specify)

Question Title

11. What are the top marketing technology challenges your department faces? Check all that apply. (Required.)

Budgets are being cut for 2021

Resources/staff are being reduced/furloughed

Non-cloud technologies are limiting collaboration/ability to easily share info and content

Mission critical technology purchases are being delayed

Software upgrades are difficult to roll out and train in remote working environment

(In)ability to make existing marketing technology part of change management/business process improvement efforts

Other (please specify)

Question Title

12. How are you using marketing tools and services to better connect with clients? Check all that apply. (Required.)

Collaboration

Knowledge sharing

Winning new business

Extranet tools

Analytics that help with legal spend and pricing

Automation, translates to service speed and accuracy

Other (please specify)

Question Title

13. Law firm 'business as usual' will return in 2021. Please rate on a scale from 1 to 5, with 1 signifying 'never' and 5 being 'completely back to normal'. (Required.)

Comments

Question Title

14. What are your biggest desired outcomes when selecting proposal/RFP automation technology? Check all that apply.

Winning new business

Automating the RFP and pitch process

Spending less time on assembling RFPs and proposals

Assembling professional and consistent RFPs and proposals

Providing the best and most updated proposal/RFP responses based on firm-wide content collaboration

Other (please specify)

Question Title

15. Have you discovered any additional or ‘hidden’ benefits from your existing marketing technologies during the pandemic

Yes

If yes, please add comment including technology type and your experience.

Question Title

16. Please specify your location. (Required.)

Canada

UK & Europe

Latin America

Asia Pacific

Question Title

17. Please specify your title/position. (Required.)

CMO

Director of Marketing

Marketing Manager

COO

CIO/CTO

Business Development Manager

Bid/Proposal Management

Head of Pursuits

Pitch Management

Other (please specify)

Question Title

18. Please specify your firm size (number of attorneys). (Required.)

Under 50

50 to 149

150 to 349

350 to 699

700 to 999

1000+

Legal Marketing and Business Development Survey

Welcome

Question Title

1. Compared to pre-COVID, how do you view the role of MarTech and business development tools and technologies (i.e., CRM, Pitch & RFP automation, Experience Management, Contact Management, BI/analytics tools)? Check all that apply. (Required.)

Question Title

2. Will your 2021 budget for purchasing marketing technology increase, decrease or remain the same from 2020? (Required.)

Question Title

3. What metrics do you use to measure your department's performance? Check all that apply. (Required.)

Question Title

4. Beyond Working From Home (WFH), what is the biggest adjustment and/or change you have made during the pandemic? Check all that apply. (Required.)

Question Title

5. Which other departments and/or firm roles influence technology purchases? Check all that apply. (Required.)

Question Title

6. Which of the following influences your marketing technology purchasing decisions? Check all that apply. (Required.)

Question Title

7. What is the biggest challenge facing your department? Check all that apply. (Required.)

Question Title

8. How important is the cloud when it comes to technology purchasing? Describe your cloud attitude. (Required.)

Question Title

9. What three marketing/MarTech/business development technologies are most critical to client (internal and external) success? Please select 3 answers. (Required.)

Question Title

10. What is the role of data analytics within your firm? Check all that apply. (Required.)

Question Title

11. What are the top marketing technology challenges your department faces? Check all that apply. (Required.)

Question Title

12. How are you using marketing tools and services to better connect with clients? Check all that apply. (Required.)

Question Title

13. Law firm 'business as usual' will return in 2021. Please rate on a scale from 1 to 5, with 1 signifying 'never' and 5 being 'completely back to normal'. (Required.)

Question Title

14. What are your biggest desired outcomes when selecting proposal/RFP automation technology? Check all that apply.

Question Title

15. Have you discovered any additional or ‘hidden’ benefits from your existing marketing technologies during the pandemic

Question Title

16. Please specify your location. (Required.)

Question Title

17. Please specify your title/position. (Required.)

Question Title

18. Please specify your firm size (number of attorneys). (Required.)

Question Title

19. If you would like to be entered in a drawing for a $50 Amazon gift card (10 to be awarded), please provide your email address.

Legal Marketing and Business Development Survey

Welcome

Question Title

* 1. Compared to pre-COVID, how do you view the role of MarTech and business development tools and technologies (i.e., CRM, Pitch & RFP automation, Experience Management, Contact Management, BI/analytics tools)? Check all that apply. (Required.)

Question Title

* 2. Will your 2021 budget for purchasing marketing technology increase, decrease or remain the same from 2020? (Required.)

Question Title

* 3. What metrics do you use to measure your department's performance? Check all that apply. (Required.)

Question Title

* 4. Beyond Working From Home (WFH), what is the biggest adjustment and/or change you have made during the pandemic? Check all that apply. (Required.)

Question Title

* 5. Which other departments and/or firm roles influence technology purchases? Check all that apply. (Required.)

Question Title

* 6. Which of the following influences your marketing technology purchasing decisions? Check all that apply. (Required.)

Question Title

* 7. What is the biggest challenge facing your department? Check all that apply. (Required.)

Question Title

* 8. How important is the cloud when it comes to technology purchasing? Describe your cloud attitude. (Required.)

Question Title

* 9. What three marketing/MarTech/business development technologies are most critical to client (internal and external) success? Please select 3 answers. (Required.)

Question Title

* 10. What is the role of data analytics within your firm? Check all that apply. (Required.)

Question Title

* 11. What are the top marketing technology challenges your department faces? Check all that apply. (Required.)

Question Title

* 12. How are you using marketing tools and services to better connect with clients? Check all that apply. (Required.)

Question Title

* 13. Law firm 'business as usual' will return in 2021. Please rate on a scale from 1 to 5, with 1 signifying 'never' and 5 being 'completely back to normal'. (Required.)

Question Title

* 14. What are your biggest desired outcomes when selecting proposal/RFP automation technology? Check all that apply.

Question Title

* 15. Have you discovered any additional or ‘hidden’ benefits from your existing marketing technologies during the pandemic

Question Title

* 16. Please specify your location. (Required.)

Question Title

* 17. Please specify your title/position. (Required.)

Question Title

* 18. Please specify your firm size (number of attorneys). (Required.)

Question Title

* 19. If you would like to be entered in a drawing for a $50 Amazon gift card (10 to be awarded), please provide your email address.

1. Compared to pre-COVID, how do you view the role of MarTech and business development tools and technologies (i.e., CRM, Pitch & RFP automation, Experience Management, Contact Management, BI/analytics tools)? Check all that apply. (Required.)

2. Will your 2021 budget for purchasing marketing technology increase, decrease or remain the same from 2020? (Required.)

3. What metrics do you use to measure your department's performance? Check all that apply. (Required.)

4. Beyond Working From Home (WFH), what is the biggest adjustment and/or change you have made during the pandemic? Check all that apply. (Required.)

5. Which other departments and/or firm roles influence technology purchases? Check all that apply. (Required.)

6. Which of the following influences your marketing technology purchasing decisions? Check all that apply. (Required.)

7. What is the biggest challenge facing your department? Check all that apply. (Required.)

8. How important is the cloud when it comes to technology purchasing? Describe your cloud attitude. (Required.)

9. What three marketing/MarTech/business development technologies are most critical to client (internal and external) success? Please select 3 answers. (Required.)

10. What is the role of data analytics within your firm? Check all that apply. (Required.)

11. What are the top marketing technology challenges your department faces? Check all that apply. (Required.)

12. How are you using marketing tools and services to better connect with clients? Check all that apply. (Required.)

13. Law firm 'business as usual' will return in 2021. Please rate on a scale from 1 to 5, with 1 signifying 'never' and 5 being 'completely back to normal'. (Required.)

14. What are your biggest desired outcomes when selecting proposal/RFP automation technology? Check all that apply.

15. Have you discovered any additional or ‘hidden’ benefits from your existing marketing technologies during the pandemic

16. Please specify your location. (Required.)

17. Please specify your title/position. (Required.)

18. Please specify your firm size (number of attorneys). (Required.)

19. If you would like to be entered in a drawing for a $50 Amazon gift card (10 to be awarded), please provide your email address.