Independent measurement for professional services

What do your clients and staff tell others about your firm? We help you find out — and act on it.

Contact us
Trusted by
RSM AustraliaHLB IrelandMacpherson KelleyNetwealth InvestmentsHLB Mann JuddMooresHamilton WealthMuirfieldsFinancial Foundations

The Client Experience Journey

Firms that commit to the process see consistent improvement.

Client Experience Journey+84World-Class
Representative client data
+25+50+75+1000Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Year-over-Year NPS Progression
+62
2022
+6
+68
2023
+6
+74
2024
+10
+84
2025

How it works

1

Independent quality review

We send a professionally designed service assessment to your clients on a regular cadence. It's a quality review, not a survey — clients respond because it's from an independent third party.

Client Service Review — Meridian Advisory

Hi Sarah,

Meridian Advisory and James Chen's management would love your quick feedback on your recent experience.

How likely are you to recommend Meridian Advisory?

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Least likelyMost likely

Your feedback helps us improve our service, recognise great work, and ensure quality oversight.

Regards,

The Meridian Advisory Team

This survey link expires in 14 days.

2

Private, real-time insights

Each professional receives their own feedback privately. Team leaders see aggregated trends, not individual scores. Recognition is public; improvement is private.

Your Feedback

Last 6 months
10
Promoter
Greenfield Holdings
Claire Whitfield
Clear communicationPractical adviceResponsiveness
Kudos to Sarah Mitchell
10
PromoterPlatinum
Beacon Industries
Rachel Kim

Responsive, balanced and practical advice — always available when we need them.

8
Passive
Northside Group
Daniel Frost
ResponsivenessProactivityCommercial awareness
3

Evidence-based recognition

High performers are identified and celebrated. Kudos from clients surface automatically. Your best people get the recognition they deserve — backed by data, not opinion.

Most Recognised Team Members

Sarah Mitchell13
James Chen7
Emma Rodriguez7
Michael Park5
Lisa Thompson5
David Walsh4
Rachel Kim2
Tom Bennett2

Top Teams

Claire Whitfield's Team
mentions63
Marcus Holloway's Team
mentions47
Priya Sharma's Team
mentions28
Daniel Frost's Team
mentions27

What we do

Client Experience Programmes

Independent measurement programmes that give your firm an unfiltered view of client confidence and loyalty. Real-time insights delivered directly to the professionals who serve your clients.

Employee Experience Programmes

Confidential staff engagement measurement through Trusted Firms Global. Surface cultural strengths and identify issues before they become retention problems.

Advisory & Diagnostics

Expert advisory including our Elite Adviser framework, diagnostic tools, and practice improvement programmes built on behavioural science and experience theory.

Independent measurement partner for Trusted Firms Global

Client Culture is the independent measurement platform behind Trusted Firms Global — the first evidence-based certification for professional service excellence. Firms that meet certification standards through our programmes earn credentials they can display to clients and prospects.

Learn more at trustedfirms.global →
Trusted Firms Global certification badge — Shaw & Smith, ClientsTrusted Adviser certification badge — Michelle Lee

Trusted by leading professional services firms

Macpherson Kelley — law firm, Client Culture client
Legal
RSM — accounting firm, Client Culture client
Accounting
Hamilton Wealth Partners — wealth management firm, Client Culture client
Wealth Management
HLB Mann Judd — accounting firm, Client Culture client
Accounting
Moores — law firm, Client Culture client
Legal
HLB Ireland — accounting firm, Client Culture client
Accounting

Macpherson Kelley

By making client feedback visible to all staff and celebrating team success, we've built an environment where everyone understands their impact on client experience.

David Ward, COO at Macpherson Kelley

David Ward

COO, Macpherson Kelley · Multilaw Group

Hamilton Wealth

We have used Client Culture for nine years now. What has been really pleasing is we have seen improvement every year.

Will Hamilton, Managing Partner at Hamilton Wealth Partners

Will Hamilton

Managing Partner, Hamilton Wealth Partners

RSM Australia

We've partnered with Client Culture for four years on a quarterly cycle across our national tax practice. The consistency of measurement has given us real insight into what our clients value and where we need to improve. It's become an integral part of how we manage client relationships - not a one-off exercise, but an ongoing discipline that our partners have embraced.

Sam Mohammad, National Head of Tax at RSM Australia

Sam Mohammad

National Head of Tax, RSM Australia

HLB Ireland

The clear and direct approach has resulted in focused outcomes. Their efficient engagement process, industry benchmarking, and clear next steps have fostered an excellent working partnership. We have worked with them for employee NPS and are now engaging for client NPS. More than happy to recommend them.

Mark Butler, Managing Partner at HLB Ireland

Mark Butler

Managing Partner, HLB Ireland

How Macpherson Kelley became a global top-40 NPS law firm

NPS: 80 · 40% response rate · 5,000+ client responses

A staff-integrated client experience programme that delivered record revenue growth, exceptional NPS scores, and a thriving culture of recognition.

Read the full story →
NPS Score
80+2 pts vs prior 12 months
Last 12 months · 1,234 responses

Client Insights

What Promoters Value (745)

Communicate clearly
81%n=604
Prior: 74% (+7pp)
Practical and useful advice
76%n=567
Prior: 69% (+7pp)
Responsiveness
71%n=529
Prior: 64% (+7pp)
EphemeralAI™ — privacy framework powering Client Culture

All feedback is processed through our EphemeralAI privacy framework. Retention control is in your hands.

Our security approach →

Featured In

PM Magazine · July 2025

The trust sellers

How firms use the Amplifier approach to sell smarter and grow faster

Read article →PM Forum members

Australasian Lawyer · March 2025

The simple secret to happy clients

Macpherson Kelley's client experience journey with Client Culture

Read article →

PM Magazine · March 2023

Client listening: Driving growth and building a culture

Building an all-in client listening programme for professional services firms

PM Forum members

Most clients start with a single review and stay for years. Client expectations don't stand still — and increasingly, neither do your competitors.