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Secret Mystery Shop

See What Clients Really Experience When They Call Your Firm

Your firm is already investing thousands of dollars each month into marketing. Ads, SEO, social media, referral campaigns. They are driving calls and filling your pipeline with leads. But if your intake team mishandles even a fraction of those calls, that money is gone.


The truth is simple. You are not losing cases because your marketing is not working. You are losing them because intake is not converting the opportunities you already paid for.


When a potential client finally reaches out, they are stressed and looking for reassurance. If that moment is rushed, unclear, or unempathetic, they will call the next firm on their list. Every missed intake is not just a lost client. It is wasted marketing spend that never turns into revenue.

How it Works


  1. You select the practice area and type of scenario you want us to test
  2. Our trained shopper makes a confidential call to your intake team as a potential client
  3. You receive a scoring rubric and written feedback showing both strengths and gaps in the intake process
  4. We provide practical recommendations you can use immediately to raise performance

Benefits of a Secret Shop

Identify blind spots that may be costing you cases

Identify blind spots that may be costing you cases

Identify blind spots that may be costing you cases

 Uncover areas in your intake or client communication that may be causing missed opportunities. By seeing where calls or processes fall short, your firm can make targeted improvements that directly impact conversions. 

Improve consistency and client confidence

Identify blind spots that may be costing you cases

Identify blind spots that may be costing you cases

 Ensure every client receives the same high-quality experience from the first call to case resolution. Consistent communication builds trust, increases satisfaction, and strengthens your firm’s reputation. 

Protect your marketing investment

Identify blind spots that may be costing you cases

Protect your marketing investment

 Turn more of your marketing leads into retained clients by ensuring your staff connect with empathy, clarity, and professionalism. Every improved call helps maximize your ROI and reinforces your firm’s credibility. 

Ready to See What Clients Really Experience

 

A mystery shop is quick, confidential, and effortless. Get a clear view of intake performance without disruption and feedback you can use.

Ready to start?
Click below to answer a few short questions — we’ll handle the rest and send your report by email.

Find out more
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Level Up Law Firm Business Coaching

2058 Cottage St., Fort Myers, FL 33901

239-224-8741

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