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Free 5-Pillar Self-Assessment

Find Your Firm’s Primary Bottleneck

Answer 15 questions across 5 operational pillars. Your score identifies where your firm is losing revenue — and which XPRTS service addresses it. Takes 3–4 minutes.

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Five Operating Pillars

What the Diagnostic Reviews

Each pillar contains three questions. The goal is to identify the weakest part of the operating system, not to produce a generic overall grade.

01

Intake & Marketing

Lead attribution, speed-to-lead and conversion visibility.

02

Systems & Automation

Configuration, integration and real-time KPI visibility.

03

Billing & Collections

Collection rate, follow-up process and invoice timing.

04

Staffing & Operations

SOPs, owner dependency and structured onboarding.

05

Growth Readiness

Capacity, hiring preparation and operating-review cadence.

Intake & MarketingPillar 1 of 5
Pillar 1 of 5

Intake & Marketing

How do leads come into your firm, and do you track the source?
What is your speed-to-lead? (Time from inquiry to first human or automated contact)
Do you know your intake conversion rate (inquiry to retained client)?
Select one answer for each question.
Pillar 2 of 5

Systems & Automation

Is your Clio or Lawmatics fully configured with task templates, automations, and dashboards?
Are your tools integrated? (CRM, billing, calendar, phone system)
Can you see firm-wide KPIs in real time — revenue, AR, caseload, lead volume?
Select one answer for each question.
Pillar 3 of 5

Billing & Collections

What is your current collection rate?
Do you have automated billing reminders and a defined collections process?
How quickly do invoices go out after work is completed?
Select one answer for each question.
Pillar 4 of 5

Staffing & Operations

Do documented SOPs exist for recurring workflows — intake, drafting, billing, QA?
The 48-hour test: What happens if you’re completely unreachable for 2 days?
Does a structured onboarding process exist for new hires?
Select one answer for each question.
Pillar 5 of 5

Growth Readiness

Could your firm handle a 25% increase in caseload starting next month?
Have you identified your next 1–2 hires and what they need to succeed?
Do you conduct quarterly operational reviews with documented findings and action items?
Select one answer for each question.
Your Bottleneck Diagnostic

Your Results

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Primary Bottleneck

The next step is a free Strategy Review, where an XPRTS operator walks through these same pillars with your firm’s real data and provides a specific written recommendation.

Request My Free Strategy Review →
Reading the Result

A Low Score Is a Starting Point, Not a Diagnosis

A weak pillar tells you where operational risk is concentrated. It does not necessarily tell you why the problem exists.

For example, poor intake performance may come from response time, CRM configuration, staffing capacity, unclear qualification rules, or several of those at once.

Intake & Marketing

Review attribution, response speed and conversion measurement.

Systems & Automation

Review configuration, integration and reporting visibility.

Billing & Collections

Review invoice timing, reminders, escalation and collection rate.

Staffing & Operations

Review SOPs, onboarding and dependency on individual people.

Growth Readiness
Review capacity, next-hire planning and whether operating reviews happen before problems become urgent.

Ready to Build Infrastructure That Scales?

Request a free Strategy Review. We’ll identify your firm’s primary bottleneck and deliver a specific recommendation within 48 hours.

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