The Legal Tech HubSpot Health Checklist
A self-assessment you can run on your own portal in about ten minutes. It won't catch everything — but it'll tell you whether what you're feeling is a real problem and which part of it to fix first.
A sample of what it asks
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Can you segment law firms from corporate legal departments in one click? |
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Does any rep on your team keep a spreadsheet alongside the CRM? |
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Do your deal stages match how deals actually moved last quarter? |
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Can you name what every active workflow does? |
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When did anyone last change the ICP definition? |
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Could you answer a board question about pipeline without exporting anything? |
Score yourself. If more than a couple land badly, the free audit will tell you why.