We Work With Whatever System Your Firm Runs On
Clio and Lawmatics are the platforms we know most deeply — because we run them daily at Bay Legal, PC. But XPRTS also configures Go High Level, Smokeball, and other legal technology platforms. The operational principles apply regardless of platform.
We do not start by telling you what software to buy. We start with how leads enter the firm, how matters move, how billing works, what staff actually do, and what leadership needs to see. Then we decide whether your current platform needs better configuration or whether it is genuinely the wrong tool.
Two Systems We See Often Outside Clio
Both can work well for the right firm. The key is understanding what each platform is actually good at before building the workflows around it.
Go High Level
Go High Level is an all-in-one CRM and marketing platform increasingly used by firms that want flexible automation, multi-channel marketing, and intake inside one system.
What We Configure
- Legal intake pipelines
- SMS and email follow-up
- Appointment scheduling
- Forms and surveys
- Conditional workflows
- Clio and Zapier connections
Best Fit
- High-volume intake
- Multi-channel marketing
- Flexible automation needs
- Firms already committed to GHL
For most firms focused purely on legal intake automation, Lawmatics is often the cleaner fit. The Strategy Review can determine whether GHL’s broader marketing flexibility is actually useful for your model.
Smokeball
Smokeball is particularly strong for firms that work heavily in Microsoft Word and Outlook and need document automation, passive time capture, and structured matter workflows.
What We Configure
- Matter type architecture
- Document automation
- Billing workflows
- Time capture review
- Client communication
- Staff workflows
Best Fit
- Document-heavy firms
- Microsoft Office teams
- Real estate and transactional work
- Firms already on Smokeball
Smokeball’s biggest advantages only matter when the matter types, templates, time capture, and billing structure underneath them are configured properly.
Built for the System You Already Have
If your platform is not listed here, that does not mean XPRTS cannot help. Start with the Strategy Review and we will assess what the system can support before recommending a migration.
MyCase
Practice management with built-in client portal. XPRTS configures matter workflows, billing automation, and reporting.
PracticePanther
Affordable practice management with solid automation. XPRTS configures intake workflows, billing, and Zapier integrations.
Docketwise
Immigration-specific case management. XPRTS configures Docketwise for intake workflows, client portals, and billing automation for immigration practices.
DecisionVault
Client data gathering and document collection for estate planning and wealth management. XPRTS integrates DecisionVault into intake workflows.
Gavel
Document automation and client intake. XPRTS configures Gavel for automated document generation, intake questionnaires, and workflow triggers.
WealthCounsel
Document drafting for estate planning practices. XPRTS integrates WealthCounsel into broader intake and matter management workflows.
Clio Grow
Clio’s native CRM. Often underused by firms on the full Clio suite. XPRTS configures Grow for intake pipelines and lead automation.
Lead Docket
Legal-specific lead tracking and intake. XPRTS configures Lead Docket pipelines and integrations with practice management platforms.
Filevine
Popular with PI and litigation practices. XPRTS configures Filevine project templates, intake pipelines, and reporting.
Actionstep
Highly configurable practice management used by mid-size firms. XPRTS builds matter workflows, billing automation, and custom reporting.
The Platform Is a Tool. The System Is the Point.
Most consultants specialize in one product and naturally solve every problem with that product. XPRTS starts with the operational problem.
How quickly are leads answered? How does a matter move? What causes billing to stall? What data does leadership need? Which steps still depend on memory?
Once those questions are answered, the software becomes much easier to evaluate and configure.
Platform-Agnostic Assessment
We identify the operational problem before recommending software.
Workflow-First Configuration
The system follows your real operating process rather than the software manual.
Cross-Platform Integration
Intake, practice management, accounting, and automation tools are designed to work together.
Staff Training Included
A configured platform has little value if the team continues using workarounds.
Most firms run several tools. The objective is not to maximize the number of integrations. It is to create one coherent operating system across the tools the firm actually needs.
The Platform Is a Tool. The System Is the Point.
Most legal tech consultants specialize in one platform and push everyone toward it. XPRTS takes a different approach: we start with your firm’s operational needs — how leads come in, how matters are managed, how billing flows, how staff work — and then configure whatever platform best serves those needs.
At Bay Legal, PC, we run Clio + Lawmatics. That’s the stack we know most deeply and recommend most often. But the operational principles we apply — speed-to-lead, automated billing sequences, KPI dashboards, staff accountability workflows — work on any platform that supports automation.
- Platform-agnostic assessment — we tell you what’s wrong, not what to buy
- Configuration built around your workflows, not the software manual
- Integration work across platforms — most firms run 3-5 tools that need to talk to each other
- Staff training included — a configured system no one uses is worthless
- Ongoing support — we stay available as your firm grows and needs change
2026 YTD collections rate on Clio billing workflows
Speed-to-lead using Lawmatics automation
These results were built on Clio + Lawmatics — but the principles behind them apply to any platform. Automated follow-up, structured billing, and real-time KPIs work regardless of which tool generates them.
Other Systems FAQ
Does XPRTS only work with Clio and Lawmatics?
Can XPRTS configure Go High Level for a law firm?
Can XPRTS help with Smokeball?
Yes. Smokeball is a strong platform for small firms that rely heavily on Microsoft Word and document automation. XPRTS helps firms configure Smokeball correctly — matter templates, billing workflows, document automation, and integrations — so the platform performs the way it was designed to.
Should I switch from my current system to Clio?
Not necessarily. Switching platforms is disruptive and expensive if done wrong. The Strategy Review assesses your current system honestly — if it’s configured poorly, fixing it is usually faster and cheaper than switching. If it’s genuinely the wrong tool for your firm’s needs, we’ll tell you that too, with specific reasons.
What if my firm uses a system not listed here?
Request a free Strategy Review. We’ll assess your current setup and tell you honestly whether your platform is configured well, whether it’s the right tool for your firm’s needs, and what the highest-leverage changes are. We work with most major legal technology platforms.
Running a System That Isn’t Working?
Tell us what you’re on. We’ll assess the configuration and tell you exactly what needs to change.