Our Services
LexOps Consulting helps law firms, solo practitioners, and legal nonprofits build reliable back-office systems.
Led by Katie Bevacqua, who spent 21 years as COO/Controller to a now U.S. district judge, our work covers legal operations design, billing and finance (including fractional COO/Controller support), policy and training, technology implementation and data migrations, dashboards and partner reporting, facilities/vendor management, and targeted forensic reviews of income and expenses for court-ready documentation.
Legal Operations & Workflow
Intake, calendaring, and matter-management setup
Process mapping and SOPs for admins/paralegals/attorneys
Timekeeping, billing, and collections optimization
KPI dashboards: cycle time, realization/collection, utilization
Deliverables: current-state review, redesigned workflows, SOPs, and a 30/60/90-day rollout plan.
Billing, Finance & Fractional COO/Controller
Budgeting, cash-flow views, and month-end closes for solos/small firms
Profitability by matter/partner and rate reviews
Partner/board reporting cadence; vendor negotiations
Deliverables: monthly reporting pack, cash forecast, meeting cadence.
Policy, Compliance & Training
Billing, expense, ethics/DEI, records-retention policies
Job aids and checklists for staff; training sessions
Deliverables: editable policy set, training materials, compliance calendar.
Technology Enablement
Evaluation/implementation of practice tools (DMS, time & billing, CRM)
Data migration planning and permissioning; admin runbooks
Deliverables: tool map, implementation plan, permission model, admin guide.
Dashboards, KPIs & Partner Reporting
Realization/collection dashboards; leadership scorecards
Monthly partner reporting packs with trends and actions
Deliverables: KPI dictionary, dashboard templates, reporting calendar.
Operating System & Firm Rhythm (EOS/Traction)
Vision, scorecards, L10s, process ownership, meeting rhythm
Issue-solving framework and accountability cadence
Deliverables: EOS rollout plan, leadership scorecard, facilitation.
Facilities, Vendors & Lease Strategy
Lease/space planning; RFPs and vendor renegotiations
Cost controls that protect quality and client experience
Deliverables: cost analysis, RFP packets, negotiated terms summary.
Finance, Treasury & CPA Coordination
Banking relationships and credit facilities
Year-end close calendar and CPA coordination
Deliverables: cash/treasury playbook, year-end checklist, CPA handoff bundle.
Compensation & Retention
Attorney/staff bonus plans and wellness initiatives
HR processes that reduce turnover and increase engagement
Deliverables: bonus plan models, policy set, retention metrics.
Retirement Plan Administration (401(k))
Provider coordination, compliance, and employee education
Deliverables: compliance calendar, liaison notes, education cadence.
Real-Estate & Nonprofit Back Office (Legal-Adjacent)
Property management (leasing, vendors, budgets)
Nonprofit governance/operations aligned to legal practice needs
Deliverables: lease/tenant files, vendor/budget trackers, governance checklist.
Forensic Expense & Income Reviews (as requested)
Transaction categorization and expense identification
Income sourcing and transfers treatment (court-ready documentation)
Clarifications workflow with 3-business-day turnaround
Deliverables: one-page monthly summary, executive findings, Excel workbook with pivots, exhibits for counsel.
Engagement Models
Flat-fee project: scoped after an initial consult; fixed deliverables.
Hourly advisory: flexible cleanup/support.
Fractional leadership: set weekly/monthly hours as COO/Controller.
Contact us
Please use the form so we have the details needed to scope your request. Typical response time: 1–2 business days.
Include in your message (required for scoping):
Firm name and your role
Practice areas and team size
Top 1–2 issues to address
Timeline or any court/filing deadlines
If requesting a financial/transaction review, also include:
Accounts/statements available (CSV or PDF preferred) and the date range
Categories to break out (e.g., housing, utilities, child-related, medical, business vs. personal)
Known recurring income and transfers
For dissolution matters: list accounts/statements per party, confirm the date range and required categories, and provide a clarifications contact
Data handling: Do not send IDs, Social Security numbers, or full account numbers via the form. Client records are handled confidentially.
Notice at Collection (place above your contact form)
We collect: contact details you submit and basic server logs.
Purposes: respond to requests; operate, secure, and improve the site; comply with law.
Selling/Sharing: we do not sell or share personal information for cross-context behavioral advertising.
Retention: kept only as necessary for the stated purposes and legal obligations.
Rights/Requests: see our Privacy Policy; contact katie@lexopsconsulting.com.