Home Firm Launch Marketing & Growth Systems & Automation Staffing & Operations Fractional Operations AI Intake Clio Consulting Lawmatics Consulting ROI Calculator Case Studies Blog About Free Strategy Review
Built Inside Bay Legal, PC

Your Firm Should Run
Without You in the Middle
of Everything.

XPRTS deploys trained remote legal staff, configures your Clio and Lawmatics, and builds the operating infrastructure that lets your firm grow — without growing your personal workload.

✓  400% growth at Bay Legal in 2025 ✓  97%+ collections rate ✓  <5 min speed-to-lead
Request a Free Strategy Review → How It Works

Bay Legal, PC — Live Results 2025

400%
Revenue growth in 2025
97%+
Collections rate
<5min
Speed-to-lead
25+
Remote staff placed
Most firms identify $50K–$150K+ in recoverable revenue within the first 90 days.
Law firm team reviewing operational metrics together
As seen on
400%
Growth at Bay Legal in 2025
97%+
Collections rate — XPRTS-built billing workflows
<5min
Speed-to-lead — Bay Legal live environment
98%
Client satisfaction across all engagements

Who We Serve

Built Exclusively for Law Firm Owners

We work with founding and managing attorneys running firms between launch and $5M revenue — who are hitting an operational ceiling and want structure before they scale.

✓ We're a fit if you…

  • Are launching, rebuilding, or scaling a law firm
  • Want predictable intake without wasted ad spend
  • Are preparing to hire staff or implement systems
  • Want to reduce founder dependency
  • Prefer disciplined execution over hype
  • Are frustrated that Clio or Lawmatics isn't performing

✗ We're not a fit if you want…

  • Cheap offshore freelancers with no training
  • One-off marketing tactics or social media management
  • Generic business coaching with no implementation
  • DIY systems from a YouTube tutorial
  • A vendor who has never run a law firm themselves

Our Services

Five Service Lanes. One Operating System.

Every engagement starts with a free Strategy Review — so we recommend what will actually move the needle for your specific firm.

🚀

Firm Launch & Advisory

Entity formation, Clio setup, intake workflow design, and a 90-day operational roadmap — built right from the start.

Proof: Bay Legal scaled 400% on this foundation
📈

Marketing & Growth Infrastructure

Lawmatics pipeline, speed-to-lead automation, scheduling, lead attribution, and re-engagement — not more ads.

Proof: Sub-5-min speed-to-lead at Bay Legal
⚙️

Systems & Automation

Full Clio and Lawmatics configuration, automation design, Zapier integrations, and real-time KPI dashboards.

Proof: 97%+ collections via automated billing
👥

Staffing & Operations

SOPs, org design, 30/60/90-day onboarding, and deployment of Bay-Legal-trained remote legal staff.

Proof: 25+ remote staff placed and retained
🔄

Fractional Operations

Ongoing embedded operations partner — monthly reviews, bottleneck resolution, and systems maintenance.

Proof: Continuous refinement at Bay Legal
🤖

AI Intake Early Access

24/7 AI-powered intake qualification, intelligent lead routing, and automated response infrastructure.

Join the waitlist — launching Q3 2026
Start with a Free Strategy Review →

Legal Tech Consulting

Clio and Lawmatics — Configured by Operators

We don't configure these platforms the way the manual says. We configure them the way a scaling law firm actually uses them — because we run one every day.

⚡

Clio Consulting

Custom fields, task templates, billing automation, KPI dashboards, and Lawmatics integration — the way Bay Legal actually runs Clio.

Clio Certified Consultant · Bay Legal runs on Clio
🎯

Lawmatics Consulting

Sub-5-minute speed-to-lead. Automated pipelines. Full intake-to-retention workflows. Built at Bay Legal, deployed for your firm.

The most experienced Lawmatics operator in the market

The Process

From Strategy Review to Deployed Infrastructure

01

Strategy Review — Free, 30–45 min

An XPRTS operator assesses your firm across five pillars. You receive a prioritized, written recommendation within 48 hours. No generic decks. No pressure.

02

Proposal & Engagement Letter

Scoped proposal with defined deliverables, timeline, and investment — tailored to your Strategy Review findings. Structured, not open-ended.

03

Kickoff & Discovery

We align on objectives, audit your systems, and gather tool access. Your XPRTS team is assigned and communication protocols established.

04

Build Phase

Implementation begins — systems configuration, SOP development, or staff deployment depending on your engagement scope.

05

Progress Reviews & Optimization

30-day review with findings and adjustments. Ongoing engagements include monthly operational reviews, KPI tracking, and proactive bottleneck resolution.

Full Process Details →

The Cost of Inaction

What Is Your Firm Leaving on the Table?

Most firms we work with identify $50,000–$150,000+ in recoverable revenue within the first 90 days. Enter your numbers to see your opportunity.

Industry average collection rate: 88%
XPRTS-optimized rate: 97%+

Full Calculator →
Your Combined Annual Opportunity
Enter your numbers above
Request a Strategy Review →

The Team

Operators Who've Run It Themselves

Our leadership comes directly from active law firm environments. We don't theorize — we operate Bay Legal, PC every day.

Jayson R. Elliott

Jayson R. Elliott

Founder & Chief Architect

Karen Durant

Karen Durant

Director of Business Development

Gerome Montealegre

Gerome Montealegre

Operations Manager

Gaea Manalang

Gaea Manalang

Talent Development Manager

Albonn Cagalawan

Albonn Cagalawan

HR Manager

Full Team & Story →

Real Clients. Real Results.

What Attorneys Say After Working With XPRTS

Feedback from real engagements — in the attorneys' own words.

Client Story · Dana Blue, Attorney

"I can't get off the floor."

Attorney Dana Blue's intake specialist (Maricar, deployed by XPRTS) called a lead from the prior month. The woman paid in full. Dana messaged Karen Durant immediately.

"I am sooooo incredibly happy right now. I can't get off the floor... Marics called a lead from last month this morning and the woman paid in full. I can't stop crying — I'm so overwhelmed with gratitude and faith."

— Dakota Blue, Attorney · Via direct message to Karen Durant

✓ Lead follow-up → paid client
✓ 4-year-old lead revived

Week 1 check-in feedback:

"The first week with Maricar was great. I saw immediate results from her efforts! She is meeting my expectations. At this time, no adjustments in the way things are going are needed."

— Attorney Dana Blue · Week 1 email check-in

Outcome — Week 1

4yr
Old lead revived & converted
Wk1
Immediate results reported

"The first week with Maricar was great. I saw immediate results from her efforts! No adjustments needed."

— Attorney Dana Blue · Week 1 check-in

✓ Lead follow-up → paid client, same morning
✓ 4-year-old lead in pipeline revived
✓ Zero adjustments needed after week 1
Client Story · Estate & Elder Law Counsel

"She's really hitting the ground running and I am super impressed."

Jeanette Mora, Esq. responded to XPRTS's first-week check-in with an unsolicited full account of Jennifer's impact — onboarding sessions, call tree integration, client interactions, and systems improvement — all in week one.

"Jennifer is absolutely wonderful! We have had some great onboarding sessions early in the morning and she is now live on the Call tree to take on calls and has handled some interactions between clients myself and the other attorney already. She's really hitting the ground running and I am super impressed with her. I'm excited on the progress and plans on getting our systems and processes more organized, and just overall client experience!"

— Jeanette Mora, Esq. · Estate & Elder Law Counsel · Week 1 email

✓ Live on call tree — week 1
✓ "Game changer in client servicing"

Outcome — Week 1

✓ Live on call tree, handling client interactions independently
✓ Onboarding sessions completed before business hours
✓ Described as "a game changer in client servicing"

Separate check-in — same week

"Hello team. Jennifer has been an amazing addition to the team. She has been a game changer in client servicing and with our operations sessions. So far so good!"

— Jeanette Mora, Esq.

Client Experience Review · Carol Grant Law

10 / 10 Recommendation Score

Carol Grant Law's formal XPRTS Client Experience Review for staff member Rosel Lee — scored across responsiveness, reliability, proactiveness, and professionalism.

⭐⭐⭐⭐⭐
Responsiveness
Outstanding
⭐⭐⭐⭐⭐
Professionalism
Outstanding
⭐⭐⭐⭐⭐
Proactiveness
Outstanding
⭐⭐⭐⭐
Reliability
Exceeds Expectations

Operational Impact

↑ Significantly Improved · Open to providing testimonial · No concerns about support

XPRTS Client Experience Review

10/10
Recommendation Score · Carol Grant Law
Responsiveness ⭐⭐⭐⭐⭐ Outstanding
Professionalism ⭐⭐⭐⭐⭐ Outstanding
Proactiveness ⭐⭐⭐⭐⭐ Outstanding
Reliability ⭐⭐⭐⭐ Exceeds Expectations

↑ Operationally: Significantly Improved

See More Client Stories →

Frequently Asked

Common Questions

Every XPRTS team member trains inside Bay Legal, PC — a live law firm with real cases, real clients, and real feedback. They arrive day-one ready, not day-one learning. We also build the operational infrastructure before placing staff, so your hire actually succeeds.
A 30–45 minute call where an XPRTS operator assesses your firm across five pillars: Intake & Marketing, Systems & Automation, Billing & Collections, Staffing & Operations, and Growth Readiness. You receive a scored assessment and specific written recommendation within 48 hours. No generic decks. No pressure.
We specialize in Clio, Lawmatics, QuickBooks, Google Workspace, and integrations via Zapier and Make. We configure these platforms to work together as a connected operating system — not isolated tools collecting dust.
Every XPRTS team member completes extensive training inside Bay Legal's live environment — real cases, real clients, real expectations. We don't place freelancers. We place trained operators who understand U.S. legal workflows, terminology, and client service standards before their first day on your team.
You can — but hiring into a firm without systems scales the chaos. The reason most law firm hires fail isn't the person; it's the absence of SOPs, onboarding structure, and clear role design. We build the infrastructure first, then place people inside it.
After signing the engagement letter, XPRTS schedules a kickoff call within 3 business days. Most implementations begin within the first week. The Strategy Review can often be scheduled within 24–48 hours of requesting.

Ready to Build Infrastructure That Scales?

Request a free Strategy Review. We'll identify your firm's primary bottleneck and deliver a specific recommendation within 48 hours.

Request a Free Strategy Review → (425) 620-8000

Get In Touch

Request Your Free Strategy Review

No sales pressure. Specific recommendation within 48 hours.

Address

667 Lytton Ave Suite 3
Palo Alto, CA 94301

What Happens Next

  1. We review your submission within 1 business day
  2. We schedule your 30–45 min Strategy Review call
  3. You receive a written recommendation within 48 hours