7 Free Diagnostics · No Signup · Results in Minutes
Free Law Firm Assessments & Diagnostics
Every assessment is built from live operational experience inside Bay Legal, PC — the law firm XPRTS runs daily. Pick the area where you most want clarity, answer 5–10 questions, and get a scored audit with specific recommendations. No email required to see your results.
Start Here
Not Sure Where to Start? Take the Operations Scorecard.
Score your firm across all 5 operational pillars — Systems, Intake, Web, Staffing, and Financial Visibility — and get a prioritized action plan. This is the assessment XPRTS uses before every Strategy Review.
Law Firm Operations Scorecard
10 questions across 5 pillars. Score your entire operation, find out where you're strong and where revenue is leaking, and get a written prioritized action plan. The most comprehensive free diagnostic XPRTS offers.
All Seven Assessments
Pick the diagnostic that matches your most urgent question.
Clio Configuration Assessment
Most firms use 15–20% of what Clio can do. Score your setup across templates, billing, task automation, reporting, integrations, and staff training.
LawmaticsLawmatics Intake Assessment
Score your intake pipeline — speed-to-lead, follow-up sequences, lead sources, qualification, engagement letters, Clio integration, and attribution.
Web PresenceWebsite Assessment
Is your law firm's website costing you leads? Score your platform, speed, intake integration, SEO strategy, AI search visibility, and conversion tracking.
BillingBilling & Collections Audit
Where is your billing process losing money? Score your collection rate, invoicing, payment methods, AR follow-up, and financial visibility. Our target: 97%+.
Intake SpeedSpeed-to-Lead Diagnostic
How many cases is your response time costing you? Score your business-hours speed, after-hours coverage, follow-up sequences, lead sources, and booking friction.
StaffingStaffing Readiness Assessment
Is your firm ready for a remote legal staff member? Score your SOPs, tools, communication structure, task definition, Clio readiness, and delegation habits.
All PillarsFirm Operations Scorecard
The flagship — 5 pillars, 10 questions, full firm diagnostic. Score Systems, Intake, Web, Staffing, and Financial Visibility in one assessment.
How It Works
Built from Live Operational Experience. Not Theory.
Every assessment, insight, and recommendation in these diagnostics comes from configuring and running real law firm operations inside Bay Legal, PC — a full-service California law firm that XPRTS operates daily.
The billing system that drives 97%+ collections, the Lawmatics intake pipeline that revives leads years old, the Clio configuration that gives the attorney real-time financial visibility — these aren't theoretical benchmarks. They're the actual systems running right now.
When you submit your assessment, a senior XPRTS operator reviews your specific answers and sends a written audit within 48 hours. No boilerplate, no generic advice — a specific diagnosis based on what you actually told us.
Pick your assessment
Choose the diagnostic that matches your most urgent operational question. Each one takes 2–5 minutes.
Answer honestly
Every answer shows an XPRTS insight immediately — so you learn something even if you don't submit your contact info.
See your score
Your results include a score, a diagnostic summary, and a list of specific findings based on your answers.
Get your written audit
Submit your name and email and a senior XPRTS operator sends a written audit with specific recommendations within 48 hours.