Law practice work is intake driven, conflict aware, matter organized, and privilege sensitive. Strkr ships a CRM shaped around matters, conflict checks, engagement letters, and billable hours context with AI drafting that respects attorney-client privilege.
A general-purpose CRM treats attorney work like sales work with a deal pipeline and conversion funnel. Law practice does not work that way. The client lifecycle is intake, conflict, engagement, matter, billing, and renewal, with privilege and matter confidentiality threading through the entire motion. The pain points below are what Strkr onboarding hears on every intake call with a law firm.
A legal matter runs from intake, through conflict check, engagement signing, active work, billing, and either resolution, settlement, or renewal. The lifecycle has gates (conflict clear, engagement signed, retainer paid) that are not sales stages. Strkr models matter as a first-class object with lifecycle gates, matter type (litigation, transactional, estate, family, immigration, corporate, criminal), and billing structure.
Every new matter requires a conflict check against the full client history across the firm. Partners spend 2 to 6 hours per week running conflict checks manually. Strkr runs an automated conflict check against the full matter history on intake, flags potential conflicts with context, and requires managing-partner sign-off on edge cases before the matter advances to engagement.
A mid-size law firm sends 180 to 400 engagement letters per year. 40 percent come back signed on the first ask. 40 percent need a follow-up. 20 percent need three or more. The partner spends 11 hours per month on signature chase. Strkr tracks engagement letter status as a workflow with reminder cadence at days 7, 14, and 21, Strkr AI drafts the follow-up in a professional voice.
Law firms run time trackers (Clio, Smokeball, MyCase, PracticePanther, bill4time) that know hours per matter. The CRM usually does not. The result is a partner review where the attorney cannot see this matter has absorbed 180 billable hours against a $42,000 fee cap. Strkr exposes the time tracker tie through the standard webhook spec with HMAC signing and prints hours used versus budget on the matter card.
Attorney-client privilege is non-negotiable. AI drafting that pulls from other matters, other clients, or external sources risks privilege violation and malpractice exposure. Strkr AI runs with retrieval scope strictly scoped to the matter and the client, with cross-matter retrieval disabled by default. The admin can tune scope per matter type.
State-bar rules require records of client communication, matter work, and billing. A firm malpractice carrier audit examines the records. A CRM that cannot produce a complete audit trail puts the carrier posture at risk. Strkr audit log captures every record read, record write, email send, document access, and AI call with 90-day default retention tunable per tenant to the bar-rule-required ceiling.
The default CRM schema does not map to legal work. Strkr ships a tunable law firm schema with Client, Matter, Conflict Check, Engagement Letter, Billable Entry, and Court Deadline as first-class objects. The managing partner can rename or extend anything. The default lands close to where most firms eventually settle.
A client in Strkr carries entity type (individual, LLC, corporation, trust, estate, nonprofit, government), representation history (matters opened, matters closed), conflict status against the firm history, and relationship tier. The schema drives the conflict check scope and the AI retrieval scope automatically.
A matter ties to the client and defines matter type (litigation, transactional, estate, family, immigration, corporate, criminal, administrative), lifecycle gate (intake, conflict, engagement, active, billing, resolution), fee structure (fixed, hourly, contingency, hybrid), court deadlines, and primary attorney. The matter drives the billable entry workflow and the court deadline cadence.
A conflict check runs on matter intake against the full firm client history. The object captures the opposing parties, prior representation, flagged client overlaps, and resolution (clear, conflict, waiver obtained). The managing partner signs off on edge cases before the matter advances.
An engagement letter ties to the matter and carries scope paragraph, fee structure, signature status (pending, signed, declined), signature date, and witness or notary status where applicable. The letter workflow drives the automated chase cadence (days 7, 14, 21) with AI-drafted follow-up copy.
A billable entry ties to the matter and the attorney with time logged (tenth-of-hour granularity), task description, billing status (billable, non-billable, write-off, pending review), and client-visible description. Billable entries pull from the time tracker through the standard webhook spec.
Court deadlines tie to the matter and carry jurisdiction, court, filing type (complaint response, motion response, discovery response, appeal, judgment), response date, and reminder cadence. For litigation practices the deadline object drives the matter triage view and the attorney calendar.
Law practice AI cannot sound like a chatbot and cannot leak privileged content. Strkr AI drafts in a professional attorney voice with retrieval scope strictly scoped to the matter and the client. The buyer never picks a model, never configures a provider.
Strkr AI drafts the engagement letter scope paragraph from the client type, matter type, fee structure, and prior-matter scope at the firm. The partner reviews and tunes two sentences on average before sending. The draft lands in the firm voice because Strkr AI learns the tone from the first 20 approved letters.
After an intake call Strkr AI drafts the matter intake summary with client situation, legal issues identified, representation scope, fee quote range, and recommended next step. The intake coordinator reviews and routes to the attorney for engagement decision.
For active matters Strkr AI drafts a status update email summarizing recent work, upcoming deadlines, and open client decisions. The attorney reviews and sends. Status update cadence lifts from monthly to weekly for active matters because the draft removes the time cost.
Monthly invoice generation requires a plain-English description per billable entry. Strkr AI drafts the client-visible description from the attorney internal task note, which keeps the privilege-sensitive internal detail off the invoice while giving the client the clarity needed. The billing partner reviews before the invoice sends.
Before a court deadline Strkr AI drafts an internal prep note for the attorney with the filing type, response requirements, prior related filings, and recommended work scope. The attorney uses the note to delegate task work to the associate team.
For retainer clients Strkr AI drafts a year-end representation review summarizing the past-year matters, hours used versus budget, scope expansion opportunities, and recommended fee adjustment. The managing partner tunes and presents to the client in the renewal conversation.
For litigation-heavy practices the pipeline view flips to court deadline triage. For transactional practices it flips to matter closing timeline. The cards below show both patterns.
The triage view ranks every matter by court deadline, with the next 30 days surfaced on top. Each card shows the deadline, response requirement, prior filing status, and attorney assignment. The litigation partner scans for intervention needed this week.
For transactional practices the view flips to matter closing timeline. The next 60 days of expected closings surface on top with transaction status, open client decisions, and attorney assignment. The deal partner uses the view to deploy associate capacity to the active transactions.
Engagement letters that have been outstanding past day 7 surface in a dedicated chase queue with the AI-drafted follow-up email ready to send. The intake coordinator works the queue weekly to close the engagement gap before matter work slips.
Fixed-fee and capped matters show hours used versus budget with projected over-run flag. A matter at 90 percent of hours in month two of a six-month engagement triggers an alert to the matter attorney. The attorney decides to scope back, request additional fee, or absorb.
For firms running IOLTA trust accounts Strkr tracks client funds held per matter versus billable use. The trust monitoring view surfaces matters where billable work has consumed trust funds and the client should be notified for replenishment, per state-bar rules on trust fund notification.
After a matter closes Strkr runs a post-matter retrospective capturing matter type, actual hours versus budget, scope changes, client sentiment on the closing survey, and operational notes. The retrospective feeds the fee quote accuracy on the next similar matter type.
Most law firms try a general CRM once and bounce because the schema does not fit matter work. The comparison below is Strkr law firm posture versus a generic sales CRM applied to the same firm.
| Feature | Strkr | Generic sales CRM for a law firm |
|---|---|---|
| Matter as first-class object | With lifecycle gate, type, fee structure. | Deal with manual lifecycle workaround. |
| Conflict check workflow | Automated against full firm history. | Manual Google Sheet process. |
| Engagement letter workflow | Built-in with chase cadence. | Manual email with no reminders. |
| Time tracker tie | Clio, Smokeball, MyCase via webhooks. | Manual CSV import. |
| Court deadline tracking | First-class with jurisdiction and response date. | Task with no court context. |
| Privilege-scoped AI retrieval | Matter and client scoped by default. | Cross-record retrieval by default. |
| IOLTA trust account tracking | Matter-level trust fund monitoring. | None. |
| Audit log for malpractice posture | Record read and write with 90-day retention. | Partial write-only. |
| HIPAA for health law practices | BAA available on request. | Enterprise tier typical gate. |
The playbooks below are patterns Strkr onboarding sees across law firm deployments.
A 14-attorney boutique estate planning firm in Denver ran its client book in a mix of Clio and a shared Google Sheet. The partner spent about 11 hours per week on administrative chase. Strkr onboarding ran a 14-business-day migration with Clio stayed as the production time tracker. The matter object, engagement letter workflow, and AI-drafted status updates landed on day one. The partner reclaimed about eight hours per week.
A 42-attorney litigation firm ran a mix of Smokeball for time tracking, a custom Access database for conflict checks, and a tangle of Outlook calendars for court deadlines. Strkr onboarding ran a 24-business-day migration consolidating the conflict check, court deadline tracking, and matter management into Strkr with Smokeball staying for time tracking. Court deadline misses dropped from four to zero in the first six months.
An 85-attorney mid-size regional firm serving corporate, litigation, and transactional practice groups ran a legacy practice management system that had drifted over 14 years. Strkr onboarding ran a 32-business-day migration consolidating the firm onto Strkr with practice-group-specific pipeline configurations. Each practice group kept its own matter triage view (litigation, transactional, corporate) while the managing partner retained a cross-firm cockpit.
A 25-attorney immigration law practice ran a mix of INSZoom and shared Google Sheets with case-type specific tracking (H-1B, L-1, EB-5, O-1, family-based). Strkr onboarding configured case-type specific matter configurations and the government filing deadline tracking. The AI-drafted status updates in Mandarin, Spanish, and Portuguese covered the firm multi-language client base. Status update cadence lifted from monthly to weekly for active matters.
A 32-attorney health law practice served medical practice clients, which brought protected health information into the matter detail. Strkr delivered the BAA on request and configured the AI retrieval scope to exclude PHI fields. The migration ran in 24 business days. The health-law practice ran inside the HIPAA perimeter with the matter management workflow intact. The firm added seven new medical-group clients in the first full year on Strkr.
Book a 30 minute call. We will walk through the law firm schema, the conflict check workflow, and the engagement letter cadence with your actual practice areas and attorney structure.
Strkr integrates with every major practice management and time-tracking tool through its standard webhook spec with HMAC signing and the published OpenAPI spec. The typical setup pulls billable entries, matter work history, and client contact data into Strkr while the time-tracking tool stays as the production system for time entry. For Clio, Smokeball, MyCase, and PracticePanther the integration lands in an engineering sprint of one to two weeks. The result is bi-directional sync between the matter record and the practice management tool.
Strkr AI runs with retrieval scope strictly scoped to the matter and the client by default. Cross-matter retrieval is disabled unless the admin explicitly enables it for a matter type. The AI calls do not train on tenant data, and the audit log captures every AI call with timestamp, matter context, and user for malpractice posture review. For firms with heightened privilege requirements (criminal defense, grand jury, government) the retrieval scope can tighten further to exclude specific field types.
Yes. On matter intake Strkr runs an automated conflict check against the full firm client history across all matters, including closed matters and lapsed clients. Potential conflicts flag with context (prior representation details, opposing party overlaps, related matters) and route to the managing partner for sign-off on edge cases before the matter advances to engagement. The conflict check history logs to the audit log so the firm can produce the full conflict check record for a malpractice carrier audit.
Strkr runs flat per seat at $29 on Starter, $59 on Pro, and $119 on Scale per user per month, with a 14-day trial. For a 25-attorney firm on Pro the monthly spend runs $1,475 for seats plus $49 for AI Enhancement. Clio Grow prices around $59 to $99 per user per month depending on tier. Lawmatics prices around $125 per user per month. Captorra runs similar. Strkr sits in the mid range on seat price and adds a deeper AI capability, custom-object schema flexibility, and the open API posture that the law-firm-specific CRMs often gate to premium tiers.
Strkr tracks client funds held per matter in a trust fund monitoring view. The view surfaces matters where billable work has consumed trust funds and the client should be notified for replenishment per state-bar rules on trust fund notification. The actual trust account itself lives in the firm bank account and the practice management or accounting tool (Clio, Smokeball, QuickBooks). Strkr becomes the reporting and notification layer that keeps the attorney informed without jumping between systems. The audit log captures every trust-related event for bar-rule compliance posture.
Strkr is HIPAA compliant with a BAA available on request (relevant for health law practices), GDPR and CCPA compliant today, and SOC 2 Type II is in progress with a target of 2026-Q4. Integration tokens live in AWS KMS, platform credentials live in AWS Secrets Manager, and the audit log captures every record read and write with 90-day default retention tunable per tenant to the bar-rule-required retention ceiling. SSO (SAML and OIDC) is live on Scale tier through Clerk, MFA with TOTP plus text-based verification is live across all tiers, and Verified Domains are live on Scale tier.
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