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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.

Law Firm Operations Scorecard Question 1 of 10
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.

Select the answer that best describes your firm today.
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.

Select the answer that best describes your firm today.
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.

Select the answer that best describes your firm today.
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.

Select the answer that best describes your firm today.
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.

Select the answer that best describes your firm today.
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.

Select the answer that best describes your firm today.
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.

Select the answer that best describes your firm today.
Question 8 of 10

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

Select the answer that best describes your firm today.
Question 9 of 10

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

Select the answer that best describes your firm today.
Question 10 of 10

How soon are you looking to make changes?

Select the answer that best describes your firm today.
Your Law Firm Operations Scorecard
0/ 30

Your Results

Primary Operational Gap

Use these results as a starting point for a deeper Strategy Review across systems, intake, web presence, staffing, and financial visibility.

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Your Answers So Far

Your selected answers will appear here as you complete the scorecard.

    Other Assessments

    Firm Operations Scorecard
    Clio Assessment
    Lawmatics Assessment
    Website Assessment
    Billing & Collections Audit
    Speed-to-Lead Diagnostic
    Staffing Readiness Assessment

    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

    Frequently Asked Questions

    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.

    Not Sure Which Platform Is Right for Your Firm?

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