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Firm Launch & Operator Advisory

Build Your Firm on a
Foundation That Actually Scales

Most consultants give you a checklist and wish you luck. XPRTS builds the infrastructure inside your firm — the same systems we stress-tested at Bay Legal before scaling to 400% growth. Get it right from the start instead of fixing expensive mistakes later.

Request a Free Strategy Review → See the Bay Legal Results
Solo attorney working late — building a law firm that scales
400%
Growth at Bay Legal in 2025 — built on the infrastructure XPRTS deploys for clients
90
Day operational roadmap delivered with every Firm Launch engagement
0
Firms we've launched without first configuring the intake and billing infrastructure
1st
Week — Clio and Lawmatics are configured and live before you take your first client

Who This Is For

Solo Attorneys and Small Firm Founders

You're launching, relaunching, or restructuring. You want to get it right from the start — entity formation, tech stack, intake design, and operational discipline — instead of building on a broken foundation you'll spend years fixing.

The firms that scale fastest are not the ones who hire first and figure out systems later. They're the ones who build the operating infrastructure before the first case file is opened.

"Most attorneys launch a practice the way they were taught to practice law — with technical skill and no operational infrastructure. The ceiling they hit at $500K isn't a talent ceiling. It's a systems ceiling."

— Jayson R. Elliott, Founder

You're a fit if you are…

  • Launching a new practice from scratch
  • Relaunching after a prior firm that didn't scale
  • A solo attorney ready to hire your first staff member
  • An attorney leaving a firm to start independently
  • A small firm rebuilding after operational chaos

What We Build

Your Complete Operating Foundation

Entity & Compliance

Formation guidance, compliance framework, trust account setup, and bar compliance requirements specific to your jurisdiction.

Practice Management Setup

Clio Manage configured for your practice areas — custom fields, matter templates, task sequences, billing workflows, and KPI dashboards.

Intake Workflow Design

Lawmatics pipeline from first inquiry to signed engagement letter — automated response, scheduling, drip sequences, and lead attribution.

Billing Infrastructure

Payment processing, invoice automation, collections workflow, and QuickBooks integration — designed for 97%+ collection rates from day one.

90-Day Operational Roadmap

Milestones, review checkpoints, hiring sequencing, and KPI targets — a clear map for your first 90 days of operations.

The XPRTS Difference

We Didn't Study Law Firms. We Run One.

Bay Legal, PC is not a reference client or a case study from the past. It is a live, operating law firm that XPRTS runs every day. Everything we build for your firm is already running at Bay Legal.

🏗️

Infrastructure First

We build the operating system before you take your first client. Entity, tech stack, intake, and billing — all configured and tested before launch day.

📋

Operator-Designed SOPs

Standard operating procedures for every recurring workflow — written by people who run a law firm, not consultants who studied one.

🎯

Hiring-Ready Architecture

When you're ready to bring on your first staff member, the infrastructure is already in place. They step into defined roles with documented processes — not chaos.

Common Questions

About Firm Launch & Advisory

A standard Firm Launch engagement runs 4–6 weeks, covering entity guidance, Clio configuration, Lawmatics setup, billing infrastructure, and the 90-day roadmap. The exact timeline depends on your starting point — launching from scratch is faster than relaunching an existing practice with legacy systems.
Yes. Many of our Firm Launch engagements are with attorneys who have been practicing for 1–5 years but built their firm on an unstable foundation — informal intake, unconfigured software, manual billing. If your firm runs through you personally rather than through systems, a Firm Launch engagement rebuilds the foundation correctly.
No. XPRTS can help you select, procure, and configure both platforms as part of the engagement. If you already have them, we configure what you have. If you don't, we recommend the right tools for your practice area and set them up from scratch.
XPRTS has deepest experience with plaintiff-side practices (personal injury, employment law), estate planning and probate, real estate and construction disputes, immigration, and family law. These are high-volume practice areas where intake automation and billing infrastructure create the most leverage. We work with other practice areas as well — the systems principles apply broadly.
Some firms transition to a Fractional Operations engagement for ongoing support — monthly reviews, bottleneck resolution, and systems maintenance. Others complete the launch engagement and continue independently with the infrastructure we built. Either path works. We'll give you an honest recommendation based on your firm's situation.

Ready to Launch Your Firm on a Foundation That Scales?

Request a free Strategy Review. We'll assess your current stage, define priorities, and map your first 90 days.