Home Other Systems Clio Consulting Lawmatics Consulting Portfolio Blog Locations About Free Strategy Review
Home › Consulting › Other Systems
Legal Tech Consulting

We Work With Whatever System Your Firm Runs On

Clio and Lawmatics are the platforms we know most deeply — because we run them daily at Bay Legal, PC. But XPRTS also configures Go High Level, Smokeball, and other legal technology platforms. The operational principles apply regardless of platform.

Free Strategy Review → Clio Consulting

Platforms We Configure

Built for the System You Already Have

Whether you inherited a system, chose one before knowing better, or deliberately picked an alternative — XPRTS configures it correctly.

CRM & Marketing Automation

Go High Level

Inquire →

Go High Level (GHL) is a powerful all-in-one CRM and marketing platform that law firms are increasingly adopting — particularly those that want more flexibility than Lawmatics offers or that are integrating legal intake with broader marketing automation.

What XPRTS configures

  • Lead pipeline design and stage logic for legal intake
  • Automated follow-up sequences — SMS, email, voicemail drops
  • Appointment booking and calendar integration
  • Custom forms and intake surveys
  • Workflow automation and conditional triggers
  • Zapier integrations with Clio and other systems
  • Reporting dashboards for intake metrics

Best fit for firms that

  • Want an all-in-one CRM + marketing platform
  • Run high-volume intake across multiple channels
  • Need more automation flexibility than Lawmatics provides
  • Are already using GHL and need it configured correctly
  • Want to run SMS marketing campaigns alongside intake

Note: For most law firms, Lawmatics is a better fit than GHL for pure intake automation. If you're evaluating both, the Strategy Review will tell you which makes more sense for your firm's specific setup.

Practice Management

Smokeball

Inquire →

Smokeball is a solid practice management platform built around Microsoft Word and Outlook integration — making it a natural fit for firms that live in the Microsoft ecosystem. It has strong document automation capabilities and is particularly popular with small plaintiff-side and transactional practices.

What XPRTS configures

  • Matter templates and workflow automation by practice area
  • Document assembly and automated drafting workflows
  • Billing configuration and invoice automation
  • Time tracking and productivity reporting
  • Client portal and communication workflows
  • Smokeball + intake CRM integration
  • Staff training on Smokeball workflows

Best fit for firms that

  • Rely heavily on Microsoft Word for document drafting
  • Want document automation built into their workflow
  • Prefer Outlook over Gmail for client communication
  • Are already on Smokeball and need it working properly
  • Handle high document volume — real estate, transactional, PI

Clio vs Smokeball? See our full comparison →

Additional Platforms We Consult On

Beyond Go High Level and Smokeball, XPRTS works with the following platforms. If your firm runs on something not listed, the Strategy Review is the right starting point — we'll assess your configuration and tell you what needs to change.

MyCase

Practice management with built-in client portal. XPRTS configures matter workflows, billing automation, and reporting.

PracticePanther

Affordable practice management with solid automation. XPRTS configures intake workflows, billing, and Zapier integrations.

Docketwise

Immigration-specific case management. XPRTS configures Docketwise for intake workflows, client portals, and billing automation for immigration practices.

DecisionVault

Client data gathering and document collection for estate planning and wealth management. XPRTS integrates DecisionVault into intake workflows.

Gavel

Document automation and client intake. XPRTS configures Gavel for automated document generation, intake questionnaires, and workflow triggers.

WealthCounsel

Document drafting for estate planning practices. XPRTS integrates WealthCounsel into broader intake and matter management workflows.

Clio Grow

Clio's native CRM. Often underused by firms on the full Clio suite. XPRTS configures Grow for intake pipelines and lead automation.

Lead Docket

Legal-specific lead tracking and intake. XPRTS configures Lead Docket pipelines and integrations with practice management platforms.

Filevine

Popular with PI and litigation practices. XPRTS configures Filevine project templates, intake pipelines, and reporting.

Actionstep

Highly configurable practice management used by mid-size firms. XPRTS builds matter workflows, billing automation, and custom reporting.

Tell Us What You're Running →

The XPRTS Difference

The Platform Is a Tool. The System Is the Point.

Most legal tech consultants specialize in one platform and push everyone toward it. XPRTS takes a different approach: we start with your firm's operational needs — how leads come in, how matters are managed, how billing flows, how staff work — and then configure whatever platform best serves those needs.

At Bay Legal, PC, we run Clio + Lawmatics. That's the stack we know most deeply and recommend most often. But the operational principles we apply — speed-to-lead, automated billing sequences, KPI dashboards, staff accountability workflows — work on any platform that supports automation.

  • Platform-agnostic assessment — we tell you what's wrong, not what to buy
  • Configuration built around your workflows, not the software manual
  • Integration work across platforms — most firms run 3-5 tools that need to talk to each other
  • Staff training included — a configured system no one uses is worthless
  • Ongoing support — we stay available as your firm grows and needs change

Our Primary Stack — Bay Legal, PC

97%+
Collections rate on Clio billing workflows
<5min
Speed-to-lead on Lawmatics automation

These results were built on Clio + Lawmatics — but the principles behind them apply to any platform. Automated follow-up, structured billing, and real-time KPIs work regardless of which tool generates them.

Clio Consulting → Lawmatics Consulting →

Common Questions

Other Systems FAQ

No. While Clio and Lawmatics are the platforms we know most deeply — because we run them daily at Bay Legal, PC — we configure and consult on Go High Level, Smokeball, MyCase, PracticePanther, Docketwise, Filevine, Actionstep, and more. The operational principles apply regardless of platform. The operational principles apply regardless of platform.
Yes. Go High Level is increasingly popular with law firms that want a more flexible CRM and marketing automation platform. XPRTS configures GHL pipelines, automations, intake workflows, and integrations for law firms — applying the same structured approach we use with Lawmatics.
Yes. Smokeball is a strong platform for small firms that rely heavily on Microsoft Word and document automation. XPRTS helps firms configure Smokeball correctly — matter templates, billing workflows, document automation, and integrations — so the platform performs the way it was designed to.
Not necessarily. Switching platforms is disruptive and expensive if done wrong. The Strategy Review assesses your current system honestly — if it's configured poorly, fixing it is usually faster and cheaper than switching. If it's genuinely the wrong tool for your firm's needs, we'll tell you that too, with specific reasons.
Request a free Strategy Review. We'll assess your current setup and tell you honestly whether your platform is configured well, whether it's the right tool for your firm's needs, and what the highest-leverage changes are. We work with most major legal technology platforms.

Running a System That Isn't Working?

Tell us what you're on. We'll assess the configuration and tell you exactly what needs to change.

Request a Free Strategy Review → Clio Consulting