Focus on the first phone interaction
We call your firm as a prospective client and evaluate how well your staff handles that crucial first interaction.
Written report covers:
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Tone and professionalism throughout the call
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Clarity in explaining fees and free consultations
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Effort to empathize and build rapport
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How intake questions are handled
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Whether clear next steps are offered
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How effectively the staff member works to capture business
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Any follow-up that is (or isn’t) executed
See your firm
through your
client's eyes
Is your law firm losing potential clients during intake? We find out. We're a law firm mystery shopping service that tests your client intake process exactly like a prospective client would, evaluating every touchpoint that determines whether a lead converts.
Most law firms lose up to 40% of potential new clients before an attorney ever gets involved. Sometimes it’s a missed call. Other times, it’s an intake that feels rushed and impersonal.
That’s where we come in. We mystery shop your firm to show whether your team is doing the right things to win new business - responding quickly, asking the right questions, and coming across as professional and knowledgeable.
Our Client Experience Audit identifies:
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How quickly your team responds to inquiries.
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Whether potential clients feel valued and understood.
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If key intake questions and conflict checks are consistently performed.
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How long it takes to follow up after first contact.
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Where your intake process is leaking leads.
We are professional, confidential, and tailored for law firms.
Our goal is simple: help firms turn a first impression into a lasting relationship.
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