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.
The XPRTS Recommended Stack
Every platform listed here is running live inside Bay Legal, PC today — not a theoretical recommendation.
Clio Manage
Clio is the market leader in cloud-based practice management for law firms. XPRTS configures 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 98.5% collections at Bay Legal.
Lawmatics
Lawmatics powers intake, follow-up, and CRM automation. XPRTS configures pipelines, speed-to-lead, drips, and Clio integrations, while also supporting platforms like Go High Level, Smokeball, MyCase, PracticePanther, Docketwise, Filevine, and Actionstep.
What we configure: Custom matter templates, task automation, billing workflows, KPI dashboards, Lawmatics integration, and team training.
Sub-5-min speed-to-lead at Bay Legal
Zapier / Make
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.
QuickBooks
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.
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.
Email partners@xprts.com to learn about referral commission terms and the partner onboarding process.
Ready to Build Infrastructure That Scales?
Request a free Strategy Review. We’ll identify your firm’s primary bottleneck and deliver a specific recommendation within 48 hours.