The Most Powerful Legal CRM,
Built Around How Clients Actually Arrive
Lawmatics can run your entire intake operation — capture, qualification, follow-up, scheduling, signature, and attribution — with almost no manual work. Most firms use it as an expensive contact list. We build the pipeline that Bay Legal runs on.
The Problem
Your Marketing Isn’t the Problem
Firms spend real money on Google Ads, SEO, referral cultivation and directories, then conclude the marketing doesn’t work because the leads don’t convert.
Usually the marketing is fine. The bucket leaks.
An inquiry arrives on a Friday evening and sits in an inbox until Monday. A lead goes cold after two follow-ups because nobody scheduled a third. A consultation gets booked over email across six messages. The engagement letter waits three days for someone to notice it needs sending. And at the end of the quarter nobody can say which marketing channel produced the clients, so next year’s budget is a guess.
Lawmatics is built to eliminate all of that. It’s the most capable CRM in legal. But it does nothing on its own — it’s a platform that has to be designed around your intake, and most firms never get past the default configuration they were handed at onboarding.
The pattern we see in audits: pipelines running three or four stages when the firm’s actual intake process has eight or ten. Automations built once and then switched off after they misfired. Drip sequences that stop at two touches. Forms that capture a name and a phone number and nothing that would let you qualify or attribute the lead later.
Where You Are Now
Two Ways Firms Come to Us
You’re implementing Lawmatics
New to the platform, or replacing Clio Grow or a general-purpose CRM. Clean build: pipeline architecture, automation, forms, scheduling, e-signature, attribution.
You have Lawmatics and it isn’t converting
You bought it, configured some of it, and the pipeline doesn’t reflect reality. We audit what’s running, map it against how leads actually move through your firm, and rebuild.
If the symptom you’d describe is “we’re losing leads” rather than “we need Lawmatics configured,” start here instead: Intake & Speed-to-Lead Infrastructure →
What We Configure
What a Complete Lawmatics Build Includes
- Intake pipeline architecture — stages that match how a lead actually moves through your firm: inquiry, contacted, consultation booked, consultation held, engagement sent, retained. Not a generic four-stage default.
- Automated response — every inquiry acknowledged within minutes, regardless of source or hour, so no lead sits in silence while a competitor calls back.
- Qualification workflows — the questions that determine fit, asked consistently, with the answers captured as structured data rather than free-text notes.
- Consultation scheduling — calendar integration with confirmations, reminders, and no-show follow-up, so booking doesn’t consume six emails.
- Drip and re-engagement campaigns — sequences that keep working on cold leads for 90 days or more. Most firms stop after two touches; most conversions happen after that.
- E-signature and engagement letters — documents generated and sent from the pipeline, with signature status visible as a stage rather than a question.
- Lead source attribution — every inquiry tagged to its channel, so you can see cost per signed client by source instead of guessing which marketing to renew.
- Clio integration — when a lead signs, the matter creates itself in Clio with intake data carried across. Integration detail →
- Team training — live sessions with whoever handles intake, because a pipeline nobody updates is worse than no pipeline.
XPRTS vs Other CRM Consultants
Why XPRTS Is Different
Intake is the part of a law firm where small delays cost the most, and it’s the part most often run on habit. We treat it as infrastructure.
| What matters | Typical CRM consultant | XPRTS |
|---|---|---|
| Background | Marketing agency or general CRM implementer | Active law firm operator (Bay Legal, PC) |
| Understands legal intake | Adapts a generic sales funnel | Built around consultations, conflicts, and engagement letters |
| Proof | Client logos | Speed-to-lead measured and monitored daily at Bay Legal |
| Pipeline design | Platform defaults, lightly edited | Stages mapped to your actual intake process |
| Integration | Lawmatics in isolation | Lawmatics + Clio + Zapier as a connected stack |
| Attribution | Basic source tags | Cost per signed client by channel |
| After delivery | Project ends | Ongoing support through Systems Maintenance or Fractional Operations |
The Process
How the Engagement Runs
Strategy Review — free, 30–45 minutes
We look at how inquiries currently reach your firm, what happens to them, and where they stop. Written recommendation within 48 hours.
Intake audit — week 1
We trace real leads through your current process and document every point where one could be lost. Most owners have never seen this mapped.
Build — weeks 2–4
Pipeline, automations, forms, scheduling, templates, attribution, and the Clio connection if it applies.
Training and handoff
Live sessions with your intake staff, documentation, and a 30-day review once real leads have run through the new pipeline.
A standard Lawmatics build runs three to four weeks. Combined Clio and Lawmatics engagements with full integration run six to eight.
Common Questions
About Lawmatics Consulting
Related guide: Lawmatics Setup for Law Firms: A Complete Walkthrough →