The law firm intake audit by Ocean Partners Consulting, the marketing, CRM and AI consultancy operating from Barcelona and Dubai, measures in two weeks how your firm attracts, answers and converts international clients, from the first ad to the signed engagement letter. It costs €900, excluding VAT, and is deducted in full from the setup if you sign within 30 days.
What the law firm intake audit reviews
Response: the 10pm mystery shopping
We contact you five times as a client from the US or the UK: a web form at 10pm Spanish time, WhatsApp, email and a call. We measure how long you take to answer, in which language, how well, and how much friction there is in booking. We do the same with three competitors, so you see the real comparison.
Conversion: the last 90 days
Enquiry, consultation, proposal and signed engagement, by service and by country. How many free consultations were not qualified, how long proposals took and how many were never followed up.
Acquisition: ads and tracking
Your Google and Meta campaigns, if any: structure by route, countries, keywords, landing pages, pixel, Conversions API and whether any conversion is tied to a signed engagement.
Conduct rules on ads and website
We flag anything that looks inconsistent with Article 6 of the Spanish Bar’s Code of Conduct, such as promised outcomes, testimonials without consent or a missing Bar Association reference, and pages still selling the golden visa as an open route.
Stack, data and risk
Which tools you use, where data travels and where the risks are: consent, separation of lead data from matter data, KYC documents arriving over WhatsApp, and realistic integrations with Clio or your document management system.
What we need from you
- Read-only access to Google Ads, Meta, Analytics and your CRM, if you have one.
- Your services and packages with indicative fees.
- Aggregated figures for the last 90 days: enquiries, proposals sent and engagements signed.
- Thirty minutes with whoever handles new enquiries today.
- Optionally, the competitors you want to be compared with.
We do not ask for matter files or client documents.
What you receive
- The mystery-shopping scorecard against three competitors.
- Your funnel with leaks ranked by impact and effort.
- Your current cost per signed engagement, or the data missing to calculate it.
- The conduct-rule review of your ads and website.
- A map of your stack, data flows and risks, with viable integrations.
- A business case with scenarios, a roadmap and a fixed proposal for the setup and monthly plan. See plans and pricing.
How it works
- Kick-off call. Practices, markets, goals and access requests.
- Analysis. Mystery shopping, account review, funnel, conduct rules and stack.
- Results session (end of week two). Findings, report and proposal.
Who it’s for
- Boutique firms in Spain with immigration and another mobility practice: tax, property or corporate.
- International firms and partners running a Spanish desk for US and UK clients.
- Tax advisers for inbound workers and non-residents.
- Relocation consultancies supporting expatriates.
What the audit is not
- It is not a free sales call. It is paid work with written deliverables you keep.
- It is not legal advice or a regulatory compliance audit.
- It does not involve matter files or client documents.
- It does not promise a number of engagements.
Why it costs €900 and is deducted
Charging for the audit forces us to do it properly, and mystery shopping against competitors is real work. Deducting it from the setup means you never pay twice for the same analysis. The setup and plan prices in the proposal start from our published reference prices and are adjusted to what we find. To see the full system first, read about law firm marketing in Spain.
Next step
Book your audit using the form below. Tell us which practices and markets you want to grow; we will confirm the kick-off date and send the access checklist. In two weeks you will have your scorecard, your cost per engagement and a fixed proposal, with no obligation to continue.