CRM Health Check Quiz
Is Your Law Firm’s CRM Working for You or Against You?

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Company *

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Flag - Data Consent Yes, please keep me updated about related products, services and events

Flag - Data Consent 2 - China *I agree that LexisNexis may conduct the following processing activities on my personal information: share my personal information with third parties including the LexisNexis affiliates; and transfer my personal information outside my location.

Flag - Data Consent 2 - South Korea *I expressly consent that LexisNexis Legal & Professional may collect, use, disclose and otherwise handle personal information about me as described and for the purposes set forth in the LexisNexis Privacy Policy.

Flag - Data Consent 3 - South Korea *I expressly consent that LexisNexis Legal & Professional may transfer outside of my country personal information about me as described and for the purposes set forth in the LexisNexis Privacy Policy.

Flag - Data Consent - China Yes, please keep me updated about related products, services and events.

Flag - Data Consent - South Korea Yes, please keep me updated about related products, services and events (optional). I acknowledge that I have read the LexisNexis Privacy Policy.

1. How frequently do you audit your client records for accuracy? * Regularly (monthly or quarterly) – My records are spot on.Occasionally – I update them when I remember.Rarely – I have no set process for this.

2. Is your CRM integrated with other critical systems such as billing, Outlook Mail/Calendar and eMarketing systems? * Yes, all systems work in harmony.Some integrations exist, but there are gaps.No, our systems operate independently of our CRM.

3. How confident are Partners that the firm’s CRM meets client confidentiality requirements and relevant compliance standards? * Absolutely – we have robust security measures in place.Partially – we are in the process of updating our system.No, we have concerns regarding compliance and security.

4. Customisation and User Experience: Is your CRM tailored to the specific needs of your legal practice, with custom fields and user-friendly interfaces? * Yes, it is fully customised to our requirements.Some customisation exists, but it could be improved.Not really – we use a generic, out-of-the-box solution.

5. Lead and Case Management: How effective is your CRM in tracking client leads, Tenders/Proposals and identifying business development opportunities? * Highly effective – we capture and convert almost every opportunity.Moderately effective – some areas perform well, while others need optimisation.Ineffective – leads and cases are not adequately managed.

6. Task and Activity Management: Does your CRM efficiently manage tasks, follow-ups, and reminders to keep your team on track? * Yes, tasks and activities are managed seamlessly.To some extent – occasionally, we miss follow-ups.No, we often find our CRM lacking in task management support.

7. Reporting and Analytics: Do you rely on your CRM for accurate reporting on client engagement, revenue opportunities, and risk indicators? * Yes, we use detailed reports to guide our strategy.Some reports are useful, but there is room for improvement.No, our reporting capabilities are limited.

8. Client Communication Tracking: How well does your CRM capture and organise client interactions, emails, and meeting notes? * Exceptionally well – all client communications are automatically logged and easily searchable.Adequately – we capture most interactions, but some fall through the cracks.Poorly – client communication history is scattered across multiple systems or not tracked at all.

9. Are automated reminders and alerts effectively set up to ensure that important tasks are never missed? * Yes, automation is integral to our workflow.To a degree – we sometimes rely on manual intervention.No, our system lacks adequate automation.

10. Does the firm have appropriate CRM training, onboarding, and ongoing enablement channels in place for Partners and staff? * Yes, training is comprehensive and ongoing.Partially – only some team members are fully conversant with the system.No, there is a significant gap in training and adoption.