Staffing & Operations

Our Staffing Philosophy

Staffing only works when:

• Roles are clearly defined
• Intake and systems are already structured
• Accountability is built into workflows
• The firm knows what work should be delegated

XPRTS does not place bodies into chaos. We help firms deploy staffing after the foundation is in place.

 

Core Staffing Roles

XPRTS provides trained virtual professionals across key operational functions for law firms.

 

Reception & Intake Specialists

 

Client-facing support for intake, scheduling, and lead handling.

 

Typical responsibilities include:

• Answering inbound calls
• Client intake and qualification
• Scheduling consultations
• Lead conversion support
• English-only or bilingual options

Legal Assistant / Paralegal Support

 

Day-to-day legal support for attorneys and case teams.

 

Typical responsibilities include:

• Drafting and document preparation
• Calendaring and deadline management
• Filings and administrative legal tasks
• Case support under attorney supervision

Case Management & Administrative Support

Operational support to keep matters moving and clients informed.

 

Typical responsibilities include:

• Document management
• Client follow-up and status updates
• Data entry and system updates
• Task tracking and internal coordination

Billing & Accounting Support

Support for billing accuracy, consistency, and follow-through.

 

Typical responsibilities include:

• Invoicing and billing support
• Time entry management
• Reconciliation tasks
• Support within legal billing systems

Marketing & Social Media Support (Non-Video)

Execution support for internal marketing efforts.

 

Typical responsibilities include:

• Content creation and scheduling
• Social media posting (non-video)
• Ad support and coordination
• Basic analytics and reporting

Lawmatics CRM Implementation & Support

For firms using Lawmatics, XPRTS also provides specialized implementation and optimization support.

 

Scope may include:

• System audits
• Configuration and cleanup
• Automation setup
• Reporting
• Ongoing optimization

How Staffing Fits Into XPRTS

Staffing is not a standalone product.

It integrates with:

• Firm Launch & Operator Advisory (role design and sequencing)
• Systems & Automation (Clio, Lawmatics, workflows)
• Marketing & Intake (ensuring demand can be handled)
• AI Intake (future-forward leverage)

The goal is reduced founder dependency, not just lower costs.

 

How Engagements Begin

Staffing discussions begin during a Strategy Review, where we assess:

• Readiness for staffing
• Role clarity
• System maturity
• Volume and workload
• Correct sequencing

If staffing is premature, we will say so.