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.
We reveal exactly how your staff handles intake, from tone to professionalism to conflict checks.
Our Client Experience Audit identifies:
​
-
How quickly your team answers calls.
-
Whether potential clients feel valued and understood.
-
If conflict-of-interest checks are properly and consistently performed.
-
How long it takes to follow up after the first contact.
-
Where your intake process is leaking leads.
We are professional, confidential, and tailored for law firms.
One retained case covers our fee many times over.
Pricing
100% Satisfaction Guarantee – or your money back.
Basic
$299.00
A quick gut check of your
intake experience.
-
1x Call Audit: we pose as a prospective client to see how quickly and professionally your team responds.
-
Feedback Report: clear strengths + opportunities, including tone, professionalism, and whether potential clients feel understood.
-
Optional 15-min Debrief Call: walk through results and answer questions.
Premium
$449.00
Most Popular!
A full picture of how prospective clients experience your firm.
-
2x Call Audits: we call on different days/times for a realistic view of consistency.
-
Feedback Report: clear strengths + opportunities, including tone, professionalism, and whether potential clients feel understood.
-
Optional 15-min Debrief Call: walk through results and answer questions.
-
Up to 5 Custom Questions: tailored to your firm’s priorities (e.g. conflict checks, practice area specifics).
-
Website & Contact Form Review: clarity, navigation, ease of use, and how fast follow-ups occur.
Custom
$749.00+
Let’s design something that
works for your firm.
Not seeing what you need in Basic or Premium? We’ll tailor a package around your goals.
Examples include:
-
Ongoing audits to track improvement.
-
Mystery shopping specific staff or practice areas.
-
Competitor audits for benchmarking.
-
Advisory on conversions, customer service, or process improvements.
