Someone Watching
Your Numbers So
You Don't Have To
You've built a foundation. You have systems, staff, and processes. But without someone watching the metrics, adjusting workflows, and catching problems early — firms drift. Clio goes out of alignment. Staff ratios get out of balance. Small inefficiencies compound into expensive problems.
Who This Is For
Firms That Have Built
a Foundation But Need
Someone Watching It
Fractional Operations is for firm owners who have built the infrastructure — systems, staff, SOPs — but need an ongoing operational partner to keep it calibrated and improving.
Without ongoing attention, systems drift. Staff ratios get out of alignment. Clio stops being used correctly. The intake pipeline loses stages. The 97% collection rate slides back to 88%. The firm that took 6 months to build can unravel in 3 months without someone watching.
This is not a coaching program
XPRTS doesn't meet with you monthly to share observations and assign homework. We embed as your operations partner — we watch your firm's metrics, we adjust your systems, we make recommendations before small issues become expensive problems. The distinction matters.
You need Fractional Ops if…
- You've completed a prior XPRTS engagement and want ongoing support
- You have systems in place but no one is responsible for maintaining them
- Your collection rate has been sliding without a clear explanation
- You're adding staff and want operational oversight during the growth phase
- You want quarterly operational reviews but don't have a COO
What's Included
Your Monthly Operations Review
Monthly Operational Review
Financial performance (revenue, collections, AR aging), staffing utilization, workflow efficiency metrics, and pipeline health. Every month, in writing, with specific action items.
Bottleneck Identification & Resolution
Proactive, not reactive. We monitor your systems between reviews and flag emerging issues before they show up in your P&L. Most problems are preventable when caught early.
Staffing Ratio Optimization
As caseload grows, staffing ratios shift. We monitor attorney-to-support ratios, identify where capacity is being wasted, and make role realignment recommendations before the firm feels the strain.
Systems Maintenance
Automation audits, dashboard updates, integration health checks, and Clio/Lawmatics configuration adjustments as the firm evolves. Systems drift without maintenance. We prevent the drift.
Operator-Level Advisory
Guidance on tool adoption, hiring sequencing, KPI setting, and growth strategy — from operators who run a law firm, not consultants who study them.
The 48-Hour Test
Does Your Firm Run Without You?
The ultimate measure of operational health: if you were completely unreachable for 48 hours, what would happen? For most firm owners, the honest answer reveals the work that still needs to be done.
The goal
The firm runs normally. Systems handle intake. Staff execute their SOPs. Billing continues. Clients are served. You return to no fires, no backlog, no crises.
The reality for most firms
Things pile up. Leads fall through the cracks. Staff wait for decisions only the founder can make. The firm is operationally dependent on one person — which caps every growth ceiling.
What Fractional Ops delivers
Monthly reviews that keep systems calibrated, staff performing, and the firm moving forward — whether or not the founder is in the office today.