The inquiry goes cold
A voicemail, a form, three emails. Nothing becomes a file until someone has a free hour — and by then the client has called someone else.
Crystal Myers · LexOp Virtual
A new matter should not start as a pile of emails.
I have watched good lawyers lose the first two weeks of a file — and sometimes the client — because intake lived in inboxes instead of a system. That is expensive. It is also preventable.
I’m Crystal. Eight years in family law and DWI litigation taught me the same lesson every time: the firms that look calm on day fourteen built the process on day one. LexOp Virtual is legal intake, Clio setup, and operations workbooks for your desk — not mine.
Crystal Myers, Owner & Principal Consultant · Pearl River, Louisiana
Why this exists
You did not open a practice to chase intake forms.
The attorney inherits a mess
Conflict checks, documents, and how the client prefers to be reached show up after work has already started. That is how hours disappear.
The system lives in one person's head
The person who “just knows how we do it” is also the person whose billable time you cannot spend on administration.
The library
Put a real process on the next inquiry.
These are the same checklists, scripts, and naming rules I use when a firm is drowning in first-week chaos. Download them. Put your name on them. Use them Monday.
Flagship workbook
Most usedClientFlow™ Legal
A repeatable intake and onboarding system for solo attorneys and boutique firms.
$97
Operating system
Firm Ops SOP Kit
The workflows, scripts, and quality standards behind a remote legal-ops practice.
$79
Complete bundle
Best valueThe Firm Library
ClientFlow™ Legal and the Firm Ops SOP Kit, together — every worksheet, script, and template.
$147$176
Small business desk
A paralegal does not replace the owner. A paralegal gives the owner a desk.
Intake, files, time, dates, vendors, weekly close. Six names on a page so Sunday is not the operating system.
For the desk
If your time is getting cut, it is the sentence — not the hour.
The attorney cannot find the order. Your .10 did not survive review. The hearing is still a sticky note. That is not you. That is a desk with no legal planner.
Legal planner
Most neededLegal Planner Desk Kit
The cute dated planner did not save your .10. This is the timesheet, the file name, and the court date that cannot hide.
$49$72
File naming system
Paralegal File Naming System
The attorney asked for the order. You had it. You named it final_FINAL2.
$19
Billable time log
Paralegal Timesheet
“Worked on file” is why your hour got cut. Not because you didn’t work.
$24
Docket tickler
Court Date Tickler
If the date is still in the consult notes, you do not have a date. You have a rumor.
$29
If you need hands on the file
The products stand alone. I don’t.
Some firms want the workbook. Some want me to sit in Clio with them until the system actually runs. Both are honest.
$495 flat
Clio & Google Workspace Practice Audit
I review your Clio and Google Workspace, build intake and pleading templates, and hand you a clean system map. Most firms start here before a retainer. Details: lexopvirtual.com/clio
See the Clio setup$1,500–$2,500
Full system implementation
The workflows, templates, and folder architecture get built inside your Clio and Google Workspace so the firm is running on the system — not a pile of notes.
Start with discoveryMonthly, prepaid
Executive operations retainer
Virtual paralegal and legal-ops support for family law and DWI dockets. We only open a retainer after a discovery call.
Start with discoveryBefore you decide
The next call is coming
Don’t meet it with a blank folder.
Open a sample page, or take ClientFlow™ Legal home tonight and run the next inquiry the way you meant to all along.