Operations
Post-purchase emails
Three emails after Stripe payment. Firm track: ClientFlow, SOP, Library. Desk track: file naming, timesheet, tickler, kit. Sent from Crystal@lexopvirtual.com. Not legal advice.
Firm library
Day 0 · Your LexOp Virtual files are ready
Download once. Print page one tonight.
The receipt is from Stripe. The files are here.
{{files}}
Do this before you close the laptop:
1. Download every PDF in that list.
2. Print page one of the workbook you actually bought.
3. Write the firm name and the supervising attorney at the top.
Do not customize twenty pages tonight. Fill the blanks you already know.
If the thanks tab is gone, use this link again:
{{thanks}}
Questions: reply to this email. I read them.
Book 15 minutes if you want hands on Clio: https://calendar.app.google/p2iro3TVAqpArKMA8
Crystal Myers
Owner & Principal Consultant
LexOp Virtual
Crystal@lexopvirtual.com · 985-272-3273
Pearl River, Louisiana
Organizational toolkit. Not legal advice. Not a substitute for a supervising attorney.
Reply STOP and I will take you off this sequence.Day 2 · One thing to do with what you bought
Open the file the same hour you take the consult.
Two days ago you bought a system. Most people let it sit in Downloads.
One move this week:
If you bought ClientFlow — the next inquiry does not live in email. Capture it on the intake sheet the same hour it arrives.
If you bought the SOP — pick one workflow (inquiry, naming, or billing) and fill the firm blanks. Then stop editing it every file.
If you bought the Library — start with ClientFlow. The SOP is the desk behind it.
The date, the strategy, and the advice stay with the attorney. This is the desk.
Files again: {{thanks}}
Need it installed in Clio: https://calendar.app.google/p2iro3TVAqpArKMA8
Crystal Myers
Owner & Principal Consultant
LexOp Virtual
Crystal@lexopvirtual.com · 985-272-3273
Pearl River, Louisiana
Organizational toolkit. Not legal advice. Not a substitute for a supervising attorney.
Reply STOP and I will take you off this sequence.Day 6 · If intake is still an email pile
The workbook is the map. Someone still has to walk the file.
A week in. If the last consult still became a thread, the PDF did its job and the desk did not. Two honest next steps — pick one: 1. Book 15 minutes. I will tell you whether you need the $495 Clio audit or just a naming rule. https://calendar.app.google/p2iro3TVAqpArKMA8 2. Stay with the workbook. Print the same-hour open checklist and use it on the next new matter. Nothing else. I will not keep emailing after this unless you reply. Crystal Myers Owner & Principal Consultant LexOp Virtual Crystal@lexopvirtual.com · 985-272-3273 Pearl River, Louisiana Organizational toolkit. Not legal advice. Not a substitute for a supervising attorney. Reply STOP and I will take you off this sequence.
Paralegal desk
Day 0 · Your LexOp Virtual files are ready
Print it. Put the attorney’s name at the top.
You already did the work. The desk needed a log. Here it is.
{{files}}
Tonight:
1. Download the PDF.
2. Print it.
3. Put the supervising attorney’s name at the top.
4. Do not invent extra folders.
Dates, strategy, and advice stay with the attorney. This is the desk.
If the thanks tab closed: {{thanks}}
Reply if a line does not match how your firm names files. I will tell you what to change — not what the court will do.
Crystal Myers
Owner & Principal Consultant
LexOp Virtual
Crystal@lexopvirtual.com · 985-272-3273
Pearl River, Louisiana
Organizational toolkit. Not legal advice. Not a substitute for a supervising attorney.
Reply STOP and I will take you off this sequence.Day 2 · One thing to do with what you bought
The sentence is why the .10 got cut — not the hour.
Use one page this week. Not the whole kit.
File naming — rename one matter with YYYY-MM-DD_LastName_DocType_v01. If the attorney cannot find the order in 30 seconds, the name failed.
Timesheet — rewrite one “worked on file” line using the cut-this / write-this table before you leave Friday.
Court date — the next hearing goes on the firm calendar before you stand up. If it is still in consult notes, it is a rumor.
That is the whole assignment.
Files: {{thanks}}
All three logs together ($49): https://www.lexopvirtual.com/products/paralegal-desk-kit
Crystal Myers
Owner & Principal Consultant
LexOp Virtual
Crystal@lexopvirtual.com · 985-272-3273
Pearl River, Louisiana
Organizational toolkit. Not legal advice. Not a substitute for a supervising attorney.
Reply STOP and I will take you off this sequence.Day 6 · If the .10 is still getting cut
A dated planner will not save the narrative.
A week in. If time is still dying in review, it is the sentence — not the hour. You can stay with the log you bought. Or get the other two (file naming + court date) in the Legal Planner Desk Kit: https://www.lexopvirtual.com/products/paralegal-desk-kit If the bottleneck is Clio, not the PDF, book 15 minutes: https://calendar.app.google/p2iro3TVAqpArKMA8 This is the last email in the sequence unless you reply. Crystal Myers Owner & Principal Consultant LexOp Virtual Crystal@lexopvirtual.com · 985-272-3273 Pearl River, Louisiana Organizational toolkit. Not legal advice. Not a substitute for a supervising attorney. Reply STOP and I will take you off this sequence.