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Technology & Referral Partners

The Platforms We
Build On and Recommend

XPRTS configures and deploys a specific set of legal technology platforms — the same stack running inside Bay Legal, PC. These are the tools we know best, recommend most confidently, and hold certified status with where available.

Technology Partners

The XPRTS Recommended Stack

Every platform listed here is running live inside Bay Legal, PC today — not a theoretical recommendation.

Clio

Certified Consultant

Clio is the market leader in cloud-based practice management for law firms. XPRTS is a Clio Certified Consultant — we configure Clio Manage and Clio Grow for client firms, and Bay Legal runs on Clio every day.

What we configure: Custom matter templates, task automation, billing workflows, KPI dashboards, Lawmatics integration, and team training.

Drives 97%+ collections at Bay Legal
XPRTS Clio Services →

Lawmatics

Implementation Partner

Lawmatics is the most powerful legal CRM and intake automation platform available. XPRTS configures Lawmatics for client firms — intake pipelines, speed-to-lead automation, drip campaigns, and the Clio integration.

What we configure: Intake pipeline stages, automated responses, drip sequences, consultation scheduling, e-signature workflows, and lead attribution dashboards.

Sub-5-min speed-to-lead at Bay Legal
XPRTS Lawmatics Services →

Zapier / Make

Integration Layer

XPRTS uses Zapier and Make to connect every tool in a law firm's tech stack — bridging gaps between Lawmatics, Clio, QuickBooks, phone systems, Google Workspace, and more. Automation without code.

See the Full Stack →

QuickBooks

Accounting Integration

QuickBooks is the accounting backbone for most XPRTS client firms — connected to Clio for billing data sync, trust accounting reconciliation, and real-time financial reporting.

See the Full Stack →

Referral Program

Know a Law Firm Owner We Should Talk To?

XPRTS has a referral program for attorneys, consultants, bar association members, and legal tech professionals who refer law firm owners to XPRTS services.

01

Make the Introduction

Connect the law firm owner with XPRTS for a free Strategy Review. That's all — we handle the rest.

02

They Engage XPRTS

If the firm becomes an XPRTS client, we track the referral from the first Strategy Review conversation.

03

You Receive Commission

Referral commission is paid upon engagement execution. Terms depend on engagement type — contact us for details.

Contact Our Partnerships Team →

Email [email protected] to learn about referral commission terms and the partner onboarding process.