How solicitors and law firms can use Mystery Shopping to increase revenue, client satisfaction and loyalty

  • April 3rd, 2020
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Update April 2020: In view of the Covid-19 crisis, and the huge adjustments that law firms have had to make in response to it, Customerwise is now offering specific services to help law firms ensure that they are performing at their best through the lockdown period and beyond.

Click here for a pdf brochure with more details.

For more information or to book your assessment call now on 07812 043645 or email



(…and avoid competing on price)

The legal profession has become ever more competitive in recent years, as legal services have become more commoditised.

Of course, the best solicitors have a unique relationship with their clients based on trust, and in turn on their competence and professionalism.

The long-term (or even multi-generational) loyalty towards “the family solicitor” that used to be common is now a rarity. In the age of price-comparisons-for-everything, clients tend to shop around for the cheapest fix-priced service available.

It has probably never been harder for a firm of solicitors to secure and retain a loyal long-term client.

Differentiating your firm with superior service

It’s not a new idea that, to avoid simply competing on price in a “race to the bottom”, law firms can differentiate their offering and foster loyalty by providing a better service and better experience to their clients. Many firms are very focussed on this, but many don’t give it the attention it really deserves. After all, most solicitors are hard at work, doing what their clients are paying them for…

What are clients really paying for?

Of course the obvious answers might be “expert advice” “help”, “representation”, “solutions”… and similar words.

In a results-focussed environment, solicitors are acutely (and rightly) aware of the quality of advice they provide and the actual “result” that their firm delivers for their clients. Objectively, perhaps the right result should keep clients grinning from ear to ear and coming back time and again.

But sadly, even a “great” result isn’t enough.

Many clients are not only paying for the result, and they won’t just judge a firm based only on the result the firm obtains for them. Clients increasingly care (a lot) about the actual service they receive: the care and attention, the communication. And they have higher expectations. If the service is poor, many clients won’t appreciate the end result, however outstanding it might be.

This is a key (if obvious) reason many law firms don’t inspire more loyalty. They simply don’t do enough to inspire that loyalty by making people feel that they have been treated really well.

Many firms do provide great service of course, but it’s also common to hear first-hand stories of disappointing service from solicitors.

Poor communication of information and poor interpersonal skills are common complaints, along with an attitude to clients that can be seen as aloof and sometimes even snooty or superior.

Of course there’s a massive chasm between awful and great. Most firms fall somewhere in the middle.

But the leaders of a forward-thinking firm might ask themselves “are we satisfied being somewhere in the middle? or even just good?”.

So, what can a firm of solicitors do to effectively take charge, and start the process of consistently improving client satisfaction, client loyalty, and its reputation?

High quality feedback from clients is essential

An obvious and fundamental answer is “seek and listen to feedback from clients”.

But this is easier said than done. Before you can listen to feedback, you must obtain it, which can be a challenge. Clients are busy people too. So, what to do?

A dual approach

The approach that we recommend to law firms includes two key parts:

1.      Mystery Shopping Reports

This activity is focussed necessarily on what makes happens before the prospective client formally engages the firm. So it can include every touchpoint and exchange that could influence a prospective client, right up until the moment of a decision to instruct the firm (or not). These touch points could and should include:

  • Online enquiries
  • Phone enquiries, covering reception, and different legal departments, which might include initial advice and quotations or estimates being issued.
  • Initial face to face consultations (pre-booked).
  • Visitors walking in off the street.

The insights gained from Mystery Shopping activity can directly help a firm to:

  • Identify and eliminate major and minor failures and friction points that could cause a prospective client to hesitate, or not instruct the firm.
  • Help convert more enquiries into initial instructions.
  • Establish whether opportunities to up-sell and cross-sell relevant services are being taken.
  • Make service improvements that will be enjoyed by all clients, at every stage.
  • Increase client satisfaction and loyalty.

Video Mystery Shopping is an option that can help firms to literally see themselves through a customer’s eyes and look in fine detail at these potential client interactions, including nearly all of the subtle nuances of communication. Recording of telephone calls is also very useful for similar reasons.

A well thought out programme of Mystery Shopping allows a firm to truly hold up a mirror and see where and how it can improve.

In nearly all cases, there will be opportunities that are being missed to:

  • Create better first impressions.
  • Convert enquiries into paid instructions more effectively.
  • Cross-sell and up-sell relevant services (e.g. retainer agreements, services from other departments depending on the client’s circumstances?).
  • Improve engagement and relationships and ultimately increase loyalty.

2.      Client Surveys

Client surveys reveal key information about the experience of actually being a client, from real clients who did decide to instruct the firm and went onto use the service, (hopefully) until the matter was concluded.  This information will inevitably be less detailed (and generally less objective / accurate due to the time that’s elapsed) than the information available through Mystery Shopping. However, (perhaps with appropriate incentives) it is possible  to cover all the key factors that will affect the way that team members and the firm as a whole is viewed by clients. Also, a much larger sample size of respondents provides more of a reliable overview of clients’ perceptions.

What is the value of each approach?

Client surveys are obviously more likely to be completed if they are short and / or if some sort of incentives are offered. Very short surveys can often provide very clear, reliable and useful information on how people feel about the service they received, and also how it could be improved.

The questions asked of Mystery Shoppers (and the way that report templates are designed and scored) should reflect a key truth about achieving high levels of customer satisfaction consistently:

The little things all matter because they can all contribute to an overall perception…of delight, disappointment, or anything in between.

To achieve real and lasting improvements in customer satisfaction, it is necessary to take charge of the little things, and tackle them through training, and ongoing reinforcement and monitoring. At it’s core it’s a question of culture. Cultures are sometimes slow and difficult to change, but it can be done.

Get in touch

To find out how, or discuss any initial ideas, please contact us online or using 01392 984224.


About Customerwise

Using Mystery Shopping (including the options of Video Mystery Shopping), we can help you to gain a crystal-clear understanding of how real interactions play out with real customers (when you or your managers are not watching, listening, or supervising).

But we’re not “just” another Mystery Shopping company. We specialise in helping in situations where we can make the most difference, by looking closely at sales interactions and finding ways to improve processes, methods, approaches and habits.

Every client and every situation is unique and receives a unique approach. We do our best to gain an in-depth understanding of your business, your market and your priorities. Then we work with you to look at how (sometimes seemingly small) changes might improve your results. We can tailor a staff training programme to maximise sales and customer satisfaction, and a Mystery Shopping programme to monitor implementation.


Whose words are you reading?

My name is Paul Taylor. I’m the Managing Director of Customerwise Ltd.

I have a unique perspective on, and some experience that relates to, the legal profession and legal services industry. For many years, I ran a highly successful legal services consultancy business, which competed directly with law firms.

My business consistenly won the custom and loyalty of clients who’d previously used traditional law firms (which were more credible on paper). It wasn’t because we were cheaper, because we often weren’t.

Our work included ad-hoc both private client, work but most (about 70%) was actually from long-term relationships with corporate clients (including many large and well known businesses).

More than anything, we achieved what we did by “wowing” our clients with great service.

The principles were very simple and straightforward, it really wasn’t “rocket science”. My team was competent, they gave reliable, expert advice, and did great work. But just as importantly to our clients, we were friendly, patient, understanding, responsive and proactive. Our clients simply found us easy and pleasant to deal with. We went the extra mile and clients understood that we really valued their business and our relationship with them.

Over 7 years, we never lost a client to a competitor, even though nearly all competitors were more qualified, and we were not cheap.

Drawing on my experience in sales, I trained and managed my own consultants to sell comprehensive pre-paid retainer packages to corporate clients. I also created successful outbound direct mail and telemarketing campaigns which let new prospective corporate clients know that there were potential risks that we could help them avoid.

So, without going on too much, I’ve had some experience of legal services, overseeing business development, and service delivery and account management.

As the Managing Director of Customerwise, I now work with B2C and B2B businesses, and professional service organisations, to help them monitor how things are done and find ways to improve results. Perhaps I can help you.


Next Steps

If your organisation is considering using Mystery Shopping, or working on any of these ideas,  and you want help or just an initial chat, then please get in touch online or by phone on 01392 984224.

Otherwise, if you found this article interesting, please share it on social media, “like” our pages, and subscribe to our newsletter for more interesting content coming soon.



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