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Your Law Firm Operations Scorecard

Answer 10 questions across 5 operational pillars and get a score for each one. Find out where your firm is strong, where it's leaking revenue, and what to fix first. This is the assessment XPRTS uses before every Strategy Review.

Question 1 of 10

PILLAR 1: SYSTEMS — How would you describe your Clio Manage setup?

Systems is the foundation everything else sits on. A well-configured Clio means billing runs automatically, matters are organized consistently, and the attorney has visibility into the firm's financial health without asking anyone to pull numbers.

Question 2 of 10

PILLAR 2: INTAKE — How fast does your firm respond to new leads?

Intake speed is the most direct driver of conversion rate. Harvard Business School data: contacting a lead within 5 minutes vs. 30 minutes makes you 100× more likely to connect. Every minute of delay is a percentage point of conversion lost.

Question 3 of 10

PILLAR 3: WEB — How would you describe your firm's web presence and lead generation?

Your website is either generating leads 24/7 or it's a brochure that no one reads. The difference is platform, speed, SEO, and conversion design — all of which are technical choices, not creative ones.

Question 4 of 10

PILLAR 4: STAFFING — How effectively are you delegating work in your firm?

Attorney time spent on delegatable tasks is the most expensive operational waste in small law firms. Every hour of admin work, intake calls, and document filing that the attorney handles personally is an hour not available for billable work or strategic thinking.

Question 5 of 10

PILLAR 5: FINANCIAL — How much visibility do you have into your firm's financial performance?

Financial visibility is what separates a law firm that reacts to financial surprises from one that sees them coming. Revenue, AR aging, realization rate, and cash position should be visible to the managing attorney without asking the bookkeeper to pull a report.

Question 6 of 10

Across all five pillars, which is your biggest operational gap right now?

This tells us the most about where XPRTS can have the fastest impact for your firm.

Question 7 of 10

What is your firm's approximate monthly revenue?

This helps us calibrate our recommendations to the actual scale of your operation.

Question 8 of 10

What's your primary growth goal for the next 12 months?

Question 9 of 10

What operational outcome worries you most in the next 12 months?

Question 10 of 10

How soon are you looking to make changes?

/ 30

What we found in your assessment:

Get Your Free Operations Scorecard Review

A senior XPRTS operator will review your scorecard answers, score each pillar, and send you a written prioritized action plan — specific to your firm's size, practice area, and goals.

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Written audit within 48 hours. No spam, no unsolicited calls.

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A senior XPRTS operator will review your assessment and send your written audit within 48 hours. Watch your inbox.

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The Operations Scorecard measures your law firm across five pillars: Systems (Clio/Lawmatics), Intake, Web Presence, Staffing, and Financial Visibility. It's the same five-pillar framework XPRTS uses in every Strategy Review. Answer 10 questions and get a scored assessment of your firm's operational health.

Common Questions

FAQ

Systems (how well Clio and Lawmatics are configured and used), Intake (how fast and consistently leads are responded to and followed up), Web Presence (whether your website generates organic leads and converts visitors), Staffing (how effectively work is delegated and whether staff have the systems to succeed), and Financial Visibility (whether the managing attorney can see revenue, AR, and collections rate without asking anyone to pull a report).

A senior XPRTS operator reviews the scorecard answers and sends a written assessment within 48 hours. The assessment identifies the highest-priority gaps, explains what fixing each gap typically involves, and recommends a sequencing for the work. There is no obligation attached to the written assessment.

A score of 23 or above out of 30 indicates a firm with strong operational foundations and specific, addressable gaps. A score of 14–22 indicates meaningful operational gaps across multiple pillars. A score below 14 indicates systemic gaps that are likely constraining revenue and requiring significant attorney time on delegatable work.

Yes. XPRTS works with firms at all stages — including firms that haven't yet selected a practice management platform. A firm launch engagement covers platform selection, configuration, and implementation as part of the 90-day operational build. The scorecard will reflect the platform gap and the written assessment will include specific platform recommendations.

Once at initial assessment and then annually, or after any significant change in firm size, practice area mix, staffing, or platform. The scorecard benchmarks your firm at a moment in time — comparing year-over-year scores is a useful way to measure whether operational improvements have actually moved the needle.