Operating system
Firm Ops SOP Kit
The workflows, scripts, and quality standards behind a remote legal-ops practice.
$79
22 pages · SOP manual + appendices & templates
The Firm Ops SOP Kit is the internal operating manual LexOp Virtual uses to deliver virtual paralegal and legal operations support. It covers the full client lifecycle from first inquiry to monthly reporting.
Includes outreach scripts, a flat-fee and retainer agreement, document style guide, subcontractor NDA, and a monthly ROI report template.
Included
- Purpose, scope, and service standards
- Client onboarding workflow (inquiry → discovery → agreement)
- Task intake, prioritization, and assignment rules
- Document management and naming conventions
- Communication protocols (≤4 business-hour response)
- Quality-control procedures and monthly audit sample
- Billing, payment, and overdue protocol
- Confidentiality, MFA, VPN, and NDA requirements
- Tools stack: Clio, Google Workspace, Canva, DocuSign
- KPIs and continuous-improvement cadence
Bonus
- Direct B2B outreach email and discovery-call pitch script
- Flat-fee & recurring retainer agreement
- Document style guide and pre-submission QA checklist
- Subcontractor non-disclosure agreement
- Monthly client ROI & impact report template
