The Tech Stack That Runs Bay Legal
This is not a vendor recommendation list. This is the exact configuration of tools running inside Bay Legal, PC every day — the same stack that supported 4.2× revenue growth in 2025 and drives a 98.5% collections rate.
A System, Not a List of Tools
Four core platforms, each with a defined responsibility. The useful work is deciding what information needs to move between them.
Lawmatics
01 / Intake & CRM
The front of the funnel, from inquiry through the decision to retain.
Intake pipeline
Automated follow-up
Scheduling
E-signature
Source attribution
Before retention
Clio Manage
02 / Practice Management
The working record for matters, documents, tasks, time and billing.
Matter templates
Task sequences
Time & invoices
Collections
KPI reporting
Before retention
Zapier / Make
03 / Integration Layer
Additional connections for workflows that need more than the native integrations provide.
Phone-to-CRM capture
Event notifications
Google Workspace
Conditional workflows
As needed
QuickBooks
04 / Accounting
Accounting records and financial reporting, connected to the firm’s billing process.
Billing data sync
Reconciliation
Cash flow & P&L
AR aging
Payroll integration
Financial records
- Integration is not the same as automatic two-way sync. Field mapping, triggers and permissions should be checked against the actual platform capabilities. Trust-accounting workflows also require appropriate reconciliation and attorney oversight.
Supporting Tools XPRTS Works With
Additional tools can support the core workflow without making every function depend on a single platform.
Google Workspace
Email, calendar and Drive connections.
LawPay
Legal payment processing within billing workflows.
Legal Phone Systems
Call routing, voicemail and lead capture.
AI Tools
Assistance for drafting, research and communication.
Start With the Workflow
A useful stack is not measured by the number of apps it contains. First identify the work, the people responsible and the information each system needs.
Keep the tools that fit. Configure the gaps before considering a migration.
01
Map the current process
Identify where information is entered, handed off and used to make decisions
02
Define ownership and permissions
Choose the authoritative record for each type of data and limit access by role.
03
Test the handoffs
Check field mapping, duplicate records, failed automations and exception handling before relying on the workflow.
Bay Legal, PC case study. XPRTS reports 4.2× revenue growth in 2025 and a 98.5% collection rate for 2026 year to date. These are the firm’s reported outcomes, not projections or guarantees for another firm. Read the case study
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