Your Tech Stack Is
Supposed to Work Harder
Than Your Staff
You bought Clio. You bought Lawmatics. You're paying for both every month. And yet your staff is still doing everything manually, your dashboards don't exist, and your automations don't fire. The problem isn't the tools. It's the implementation.
The Problem
Expensive Shelfware
The most common thing law firm owners tell us: "We have Clio but it's not really set up properly." Or: "We tried Lawmatics but couldn't get it to work."
These are not bad tools. Clio is the market leader in practice management. Lawmatics is the most powerful legal CRM available. The problem is that both require significant, deliberate configuration to perform — and most firms never do that configuration correctly.
The result: firms pay $300–$600/month for software that does a fraction of what it's capable of, while staff spend hours doing manually what the system should be doing automatically.
The XPRTS assessment: When we audit a firm's Clio installation, the average firm is using less than 25% of the platform's capability. The average Lawmatics installation is worse — most pipelines have 3–4 stages when they need 8–10, and most automations are either disabled or misconfigured.
What We Build
A Connected Operating System
- Full Clio Manage configuration — custom fields, matter templates, task sequences, billing workflows, document automation
- Full Lawmatics configuration — intake pipeline, automation sequences, drip campaigns, scheduling, e-signatures
- Clio + Lawmatics integration — seamless data sync from lead conversion to matter creation, no double entry
- Third-party integrations — Zapier or Make connecting your phone system, Google Workspace, QuickBooks, and more
- Real-time KPI dashboards — revenue, accounts receivable, caseload, lead volume, conversion rates all visible in one place
- AI-ready data architecture — structure your data so it can support emerging AI tools without a rebuild
- Collections automation — invoice reminders, payment links, escalation sequences that drive the 97%+ rate
- Team training — your staff learns to operate inside the system we build, not around it
The Platform Stack
What XPRTS Configures and Why
Zapier / Make
Integration LayerThe connective tissue. XPRTS uses Zapier and Make to connect every tool in your stack — phone systems, Google Workspace, Slack, QuickBooks, and more.
QuickBooks
AccountingConnected to Clio for billing data sync, trust accounting reconciliation, P&L and cash flow reporting. Financial visibility from a single source of truth.