Agile Attorney Law Practice Self Assessment

  • Agile Attorney Law Practice Self Assessment

  • Assessment Questions

    I've designed this self-assessment to get you thinking more deeply about your law practice. It will help you systematically approach five different components of your practice to highlight opportunities and identify roadblocks.

  • Please note that there are no right or wrong answers; this is an exercise, not a scorecard, and your answers will not be graded (not even if you ask nicely). One of the principles of Agile process improvement is "Start where you are," and this tool is meant to help you capture and assess your status quo as the starting point for incremental improvement. You'll get a copy of your answers once you finish the form, and you can decide what to do with them.

    The first five sections contain a combination of objective and subjective questions (section 6 is largely subjective).  If you don't know an answer off the top of your head or don't feel like answering, feel free to skip the question and move to the next one. Again, this is for you

  • About you and your role (section 1 of 6)

  • In this section you will provide information about you and your overall practice. It has more "required" sections than the remaining sections, so once you're through this page the others should go more quickly. Questions that might take a little more of your time to complete are marked with an "Optional" label.

  • What best describes your role?

  • What best describes the type of entity you work for?

  • What is your managerial role?

  • What size is your immediate team?
  • What size is your overall organization?
  • How long have you been in the legal profession or industry?

  • Pricing, Billing, & Collections (section 2 of 6):

  • In this section you will be asked about your pricing and billing model and your payment & collections practices. Only the first question is required, but all others are helpful. 

  •    
  • How do you (or your team) typically charge for your services? (Select all that apply)

  • To what extent are you exploring other billing / pricing models?

  • Have you already adopted an alternative billing / pricing model within the last few years?

  • How often do you track your time on client work?

  • How often do you track your time on other work (e.g. admin time, marketing, etc.)?

  • What best describes your attitude toward time tracking?

  • What payment options do you offer (select any that apply)?

  • Do you require advance payment or an advance fee deposit? (Select any that apply)

  • Do you use evergreen or replenishing retainers?

  • Do you charge for consultations?

  • Practice & Workflow Management (section 3 of 6)

  • In this section you will provide information about your Practice and Workflow Management practices. Only the first two questions are required, but all others are helpful.

  •    
  •    
  • What software do you currently use for Law Practice Management

  • What types of computer and handheld devices do you and your team use in your practice? (Select any that apply)

  • What tool do you use to as your primary email service

  • What online tool(s) do you use to communicate internally? (Select any that apply)

  • If you use a non-email messaging tool like Teams or Slack, do you use it to communicate with clients or other external resources?

  • Do you use the "Client Portal" feature of your law practice management tool to communicate with clients?

  • What tool(s) do you use to store work documents or files?

  • Do you use the "Client Portal" feature of your law practice management tool to share documents with clients?

  • What tool(s) do you use for document creation and editing? (Select any that apply)

  • What tool(s) do you use for forms and templates? (Select any that apply)

  • How often do you use document automation and/or automated document assembly?

  • For what purposes do you use document automation and/or automated document assembly? (Select all that apply)

  • If you use document automation, how do you capture information for document fields? (Select any that apply)

  • What tools do you use for productivity / task management? (Select any that apply)

  • Business Development & Marketing (section 4 of 6)

  • In this section you will provide information about your Business Development and Marketing practices. Only the first question is required, but all others are helpful.

  •    
  • Through what channels do you get new business? (Select any that apply)

  • What website platform does your site use?

  • Rows
  • What software do you use for lead tracking, customer relationship management (CRM), or marketing automation? (Select any that apply)

  • What business development activities do you typically engage in at least once a quarter? (Select any that apply)

  • Strategy & Operations Management (section 5 of 6)

  • In this section you will provide information about your strategy and operations practices. Only the first question is required, but all others are helpful.

  •    
  • Which of the following regarding MISSION / PURPOSE describes your organization? (Select any that apply)

  • Which of the following regarding ORGANIZATION GOALS or OBJECTIVES describes your organization? (Select any that apply)

  • Which of the following regarding INDIVIDUAL GOALS or OBJECTIVES describes your organization? (Select any that apply)

  • What methodology do you follow for your GOALS or OBJECTIVES (Select any that apply)

  • Which of the following regarding STRATEGY describes your organization? (Select any that apply)

  • Which of the following regarding METRICS & REPORTING describes your organization? (Select any that apply)

  • Which of the following regarding FORMAL CUSTOMER FEEDBACK describes your organization? (Select any that apply)

  • Which of the following regarding INFORMAL CUSTOMER FEEDBACK describes your organization? (Select any that apply)

  • What methods do you use to solicit CUSTOMER FEEDBACK? (Select any that apply)

  • When / how often do you solicit CUSTOMER FEEDBACK? (Select any that apply)

  • Personal Motivation & Satisfaction (section 6 of 6)

    The following questions are designed to help you better understand what drives your personal sense of growth and achievement. There are no right or wrong answers, and no value judgments. Different people have different attitudes around each of the areas below, and everyone's attitude is valid. For each question, there is space for you to capture why you answered the way you did.
  •    
  •    
  •    
  •    
  •    
  • Rows
  • Rows
  • Should be Empty: