Your Tech Stack Is
Supposed to Work Harder
Than Your Staff
You bought Clio. You bought Lawmatics — or Go High Level, Smokeball, MyCase, or another platform. You're paying for it 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
- Clio Manage configuration — custom fields, matter templates, task sequences, billing workflows, document automation
- Lawmatics configuration — intake pipeline, automation sequences, drip campaigns, scheduling, e-signatures
- Go High Level, Smokeball, or other platforms — same structured approach applied to whatever system your firm runs on
- 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
Partnership Platforms
Primary Systems — Configured at Bay Legal Daily
Clio and Lawmatics are XPRTS's core platforms — the stack we run ourselves and know most deeply.
Clio Manage
Practice ManagementThe operational backbone. Matters, documents, time, billing, and collections. XPRTS configures Clio the way Bay Legal runs it — not the way the tutorial says.
Lawmatics
Intake & CRMThe intake and marketing engine. Pipeline, automation, attribution, drip campaigns. XPRTS builds the sub-5-minute speed-to-lead infrastructure proven at Bay Legal.
Other Systems We Consult
We Configure Whatever Your Firm Runs On
If your firm is already on a different platform — or considering one — XPRTS applies the same structured approach. Same operational principles, different software.
Go High Level (GHL)
CRM & MarketingAll-in-one CRM and marketing automation. Popular with firms that want more flexibility than Lawmatics or that run marketing-heavy intake. XPRTS configures GHL pipelines, automations, SMS/email sequences, and integrations.
Smokeball
Practice ManagementBuilt around Microsoft Word and Outlook. Strong document automation for small firms in real estate, PI, and transactional work. XPRTS configures matter templates, billing workflows, and document assembly.
MyCase
Practice management + client portal
PracticePanther
Automation-friendly practice management
Docketwise
Immigration-specific case management
DecisionVault
Client data collection for estate planning
Gavel
Document automation and client intake
WealthCounsel
Estate planning document drafting
Clio Grow
Clio's native CRM — often underused
Lead Docket
Legal-specific lead tracking and intake
Filevine
PI and litigation project management
Actionstep
Configurable platform for mid-size firms
The Integration Layer
Everything Connects. Nothing Siloed.
Zapier / Make
AutomationThe connective tissue between every tool in your stack. Phone systems, Google Workspace, Slack, QuickBooks, your practice management platform — all wired together without code.
QuickBooks
AccountingConnected to your practice management platform for billing data sync, trust accounting reconciliation, and real-time P&L reporting from a single source of truth.
Common Questions