The Tech Stack
That Runs Bay Legal
This is not a vendor recommendation list. This is the exact configuration of tools running inside Bay Legal, PC every day — the same stack that supported 400% growth in 2025 and drives a 97%+ collections rate.
How the Tools Connect
A System, Not a List of Tools
The difference between a firm with good tools and a firm with a good system is integration. These four platforms, properly configured and connected, cover the entire client lifecycle.
Lawmatics
Intake & CRMThe front of the funnel. Every lead, every inquiry, every follow-up — captured and managed automatically. The platform that drives sub-5-minute speed-to-lead at Bay Legal.
- Intake pipeline with automated stages
- Speed-to-lead: <5 min automated response
- Drip campaigns for cold leads
- Calendar + scheduling integration
- E-signature for engagement letters
- Lead source attribution dashboards
Clio Manage
Practice ManagementThe operational backbone. Every matter, document, task, time entry, invoice, and payment — organized, automated, and visible from a single platform.
- Custom matter templates by practice area
- Automated task sequences
- Time tracking + invoice automation
- Collections workflow with reminders
- KPI dashboards: revenue, AR, caseload
- AI-ready data architecture
Zapier / Make
Integration LayerThe connective tissue. Everything that doesn't integrate natively — phone systems, notification workflows, Google Workspace, Slack, external services — gets connected here.
- Lawmatics → Clio data sync automation
- Phone system → CRM lead capture
- Slack/email notifications for key events
- Google Workspace integrations
- Custom automation for firm-specific workflows
QuickBooks
AccountingThe financial backbone. Connected to Clio for billing data sync, trust accounting reconciliation, and real-time financial reporting from a single source of truth.
- Clio billing data → QuickBooks sync
- Trust account reconciliation (IOLTA)
- P&L, cash flow, AR aging reports
- Payroll integration for remote staff
- Tax preparation-ready financial data
The key insight: Each tool is powerful alone. Together, configured correctly, they cover the entire client lifecycle from first inquiry to collected payment — with as little manual intervention as possible.
Get Your Stack Configured →Also in the Stack
Supporting Tools XPRTS Works With
Google Workspace
Email, calendar, Drive — integrated into Clio and Lawmatics for seamless communication
LawPay
Legal-specific payment processing integrated directly into Clio billing workflows
Legal Phone Systems
Call routing, voicemail, and call recording integrated into Lawmatics for lead capture
AI Tools
Drafting assistance, research, and client communication support — layered on top of a solid foundation