Your Tech Stack Is Supposed to Work Harder Than Your Staff
You bought Clio. You bought Lawmatics — or Go High Level, Smokeball, MyCase, or another platform. You’re paying for it every month, and yet your staff is still doing everything manually, your dashboards don’t exist, and your automations don’t fire. The problem isn’t the tools. It’s the implementation.
2026 year to date
Collections rate at Bay Legal — driven by automated billing workflows in Clio
Speed-to-lead — powered by Lawmatics automation running 24 hours a day
Faster billing cycle — from work completion to invoice sent, automated
Remote staff operating inside a fully configured Clio environment at Bay Legal
Expensive Shelfware
Many firms already own strong practice management or CRM software, but only use a small part of what it can do.
Platforms like Clio and Lawmatics depend on deliberate configuration. Without that work, staff keep handling manually the tasks the system should be automating.
XPRTS audits the existing setup first, identifies the gaps, and rebuilds around the firm’s actual workflows instead of forcing the firm to work around the software.
Common signs the system is underconfigured
Staff still perform repetitive steps manually.
Reporting and dashboards require manual assembly.
Automations are disabled, incomplete or unreliable.
Data is inconsistent enough that automation and reporting become difficult.
The goal is not more software. It is getting the software you already own to operate as a system.
A Connected Operating System
Clio Manage configuration
Custom fields, matter templates, task sequences, billing workflows, and document automation.
Lawmatics configuration
Intake pipeline, automation sequences, scheduling, drip campaigns, and e-signatures.
Other legal platforms
The same structured implementation approach applied to the platform your firm already uses.
Clio + Lawmatics integration
Connect lead conversion to matter creation so teams avoid unnecessary duplicate entry.
Third-party integrations
Zapier or Make connections for tools such as phone systems, Google Workspace, and QuickBooks.
Real-time KPI dashboards
Revenue, accounts receivable, caseload, lead volume, and conversion performance in one view.
AI-ready data architecture
Organize matter data consistently so future AI tools can work from structured information.
Collections automation
Invoice reminders, payment links, and escalation sequences that support consistent collections.
Team training
Staff learn how to operate inside the configured system rather than developing workarounds around it.
Primary Systems Configured at Bay Legal Daily
Clio and Lawmatics are the core platforms XPRTS operates most deeply because they are used inside Bay Legal every day.
Clio Manage
The operational backbone for matters, documents, time, billing, and collections. XPRTS configures Clio around real firm workflows rather than leaving it at the default setup.
Bay Legal's current Clio configuration supports its 98.5% collections rate.
Lawmatics
The intake and marketing engine for pipeline management, automation, attribution, drip campaigns, scheduling, and engagement workflows.
The configured intake system at Bay Legal supports a sub-five-minute speed-to-lead.
We Configure Whatever Your Firm Runs On
Firms already using another platform do not automatically need a migration. The same operational principles can often be applied to the software already in place.
Go High Level (CRM)
Flexible CRM and marketing automation for firms running marketing-heavy intake operations.
Pipeline design •
Automation •
Intake workflows •
Zapier integrations
Smokeball
Practice management centered around Microsoft Word and Outlook, with strong document automation capabilities.
Matter templates •
Billing •
Document automation •
Integrations
MyCase
Practice management + client portal
PracticePanther
Automation-friendly practice management
Docketwise
Immigration-specific case management
DecisionVault
Client data collection for estate planning
Gavel
Document automation and client intake
WealthCounsel
Estate planning document drafting
Clio Grow
Clio's native CRM
Lead Docket
Legal-specific lead tracking and intakent drafting
Filevine
PI and litigation project management
Actionstep
Configurable platform for mid-size firms
Everything Connects. Nothing Siloed.
Zapier / Make
The connective layer between the systems in your stack, including phone systems, Google Workspace, Slack, QuickBooks, and practice management platforms.
Works across supported platforms
QuickBooks
Connect accounting with practice management so billing information, reconciliation, and financial reporting are easier to review from a consistent source.
Financial visibility from one place
About Systems & Automation
We’ve had Clio for years but never set it up properly — can you still help?
Yes — and this is our most common scenario. Firms that have owned Clio for years without configuring it have the exact problem XPRTS solves. We audit your current installation, identify what’s misconfigured or missing, and rebuild it correctly. The fact that you’ve been using Clio (even partially) means we don’t have to start from zero with your data. The same applies to Go High Level, Smokeball, or any other platform — a partially-used system is fixable without starting over.
How long does a full systems implementation take?
What does “AI-ready data architecture” mean in practice?
AI tools in the legal industry — intake assistants, drafting tools, analytics platforms — all require clean, structured data to function. Firms with poorly organized Clio data (inconsistent custom fields, missing matter types, unstructured documents) won’t be able to use these tools effectively as they emerge. XPRTS configures your system so that the data is organized correctly from the start, making AI adoption straightforward when you’re ready.
We don’t use Clio or Lawmatics — can XPRTS still help?
Yes. XPRTS works with Go High Level, Smokeball, MyCase, PracticePanther, Docketwise, Filevine, Actionstep, and more. Clio and Lawmatics are the platforms we know most deeply — we run them daily at Bay Legal — but the operational principles we apply work on any platform that supports automation. The Strategy Review assesses your current setup and tells you exactly what needs to change, regardless of which tool you’re using. See all platforms we support →
Do you provide ongoing support after the implementation?
The standard systems engagement includes a 30-day post-implementation review and a defined period of support for questions and adjustments. For firms that want ongoing systems management — automation audits, dashboard updates, new integration builds — that’s covered under the Fractional Operations engagement.
Ready to Make Your Tech Stack Actually Work?
Request a free systems audit. We’ll assess your current tech stack — Clio, Lawmatics, Go High Level, Smokeball, or whatever you’re running — and show you exactly what’s been misconfigured.