Client intake and CRM software for law firms where inquiry capture, conflict checks, and engagement letters live natively.
Law firms running structured intake face a common loop: inquiry capture, conflict check with affiliate matching, intake interview, fee agreement, matter opening, and billing-system handoff to Clio Manage, PracticePanther, LeanLaw, TimeSolv, or MyCase. Horizontal CRMs cover the first and last steps and ignore the middle. Strkr covers the whole loop with native primitives for each stage on the flat per-seat line.
Law firms of various sizes face a shared intake rhythm shaped by state-bar rules, the contingency or hourly economics of the practice, and the referral-driven client acquisition pattern. A 24-attorney Minneapolis plaintiff personal-injury firm we spoke with handles 180 inquiries a month across auto negligence, workers compensation, and medical malpractice, converts 42 percent to signed engagements, and splits time across 320 active matters at various stages of litigation. Their contingency-fee economics mean every intake decision has 18-to-36-month revenue implications. The managing partner, Sarah Lindberg, had been running a Lead Docket plus Clio Grow plus HubSpot CRM stack with manual conflict checks that averaged 32 hours and cost her 3 to 5 referrals a month to competitors who called back faster. The pain points below cover the shape of law firm intake and where Strkr fits.
High-volume inquiry capture
180 inquiries a month need structured intake.
A plaintiff PI firm handling 180 monthly inquiries across intake forms, inbound calls, website chat, and referral calls needs structured capture that classifies the inquiry type, triggers the appropriate intake form, and routes to the right intake specialist. Horizontal CRMs force free-text capture that loses structure. Strkr's native inquiry forms land directly on the client record with inquiry-type routing.
Conflict-check turnaround
32-hour manual conflict runs lose referrals.
Manual conflict checks running against spreadsheet-based historical matter lists average 24 to 48 hours. During that window prospective clients call competitors who got back within 2 hours. Firms lose 2 to 5 percent of referred prospects to turnaround delays. Strkr's native conflict engine with affiliate-graph matching runs in under 30 seconds against the structured matter database.
Contingency-fee economics tracking
Case value and fee math at intake drive portfolio decisions.
Contingency-fee firms evaluate cases at intake on estimated case value, liability analysis, and economic damages projection. The intake decision has 18-to-36-month revenue implications per matter. Horizontal CRMs do not model contingency economics. Strkr's matter object captures estimated case value, liability score, damages projection, and fee percentage at intake.
Statute-of-limitations gating
A PI claim lapses in 2 to 6 years depending on state.
Personal injury statute of limitations varies by state and claim type: Minnesota 6-year general negligence, 2-year wrongful death, 4-year product liability; many states run 2 or 3-year PI defaults. Missing a statute deadline is roughly 23 percent of all legal-malpractice claims. Strkr's matter object gates matter opening on statute determination with reminder cadences at 90, 60, 30, 14, and 7 days to deadline.
Referral-source attribution
Chiropractor and former-client referrals are the lifeblood.
Plaintiff firm growth leans on chiropractor networks, orthopedic specialist referrals, prior-client renewals, and attorney-referral networks (where one attorney refers a case outside their practice to a plaintiff specialist). The lead-source taxonomy captures named-referrer attribution. Quarterly rollup shows which referrers drive revenue versus just inquiry volume.
Billing-system handoff
Clio Manage opens the matter after fee agreement signs.
Signed fee agreements fire the matter-open workflow: matter number assignment, Clio Manage matter creation with timekeeper roster, PracticePanther client file creation, intake-close notification to the referral source. Manual handoff loses 2 to 4 hours per matter. Strkr's native billing-system handoff fires on fee-agreement signature.
The law-firm intake primitives
What a law-firm CRM has to model natively.
The cards below cover what Strkr ships natively on the law-firm template that fits practice shapes from solo through 100-attorney firms.
Structured inquiry capture
Intake forms by inquiry type.
Intake forms render by inquiry type (auto accident, workers compensation, medical malpractice, slip and fall, product liability) with claim-specific fields pre-wired (incident date, insurance carrier, treating provider, injury severity, prior claim history). Website chat and inbound-call templates share the structured fields. The record lands with pipeline stage opened.
Conflict-check engine
30-second affiliate matching.
The conflict engine runs the prospective client against the full matter database with name matching (legal name, aliases, married names, DBAs), affiliate matching (business affiliates, personal associations, prior-matter co-parties and opposing parties), and configurable match-strictness thresholds. Results surface in under 30 seconds with match-basis explanation.
Case-value and fee-math capture
Contingency economics at intake.
The matter object captures estimated case value, liability score (strong, moderate, weak), damages projection (medical specials, lost wages, pain and suffering, future damages), fee percentage (standard 33.3 percent pre-trial, higher post-trial), case cost projection, and settlement timing estimate. The intake decision runs on structured economics.
Statute-of-limitations gating
Deadline reminders at 90, 60, 30, 14, 7 days.
Every matter captures the applicable statute of limitations by state and claim type with default values pre-loaded for all 50 states and major claim types. Reminder cadences fire at 90, 60, 30, 14, and 7 days. Matters within 90 days of deadline surface prominently in the attorney work queue. Missed-deadline risk drops materially.
Fee-agreement workflow
Native e-sign with 7-year retention.
Fee agreements render from firm-specific templates with claim-specific merge fields (contingency percentage, case cost responsibility, settlement authority terms, termination terms). Native e-signature with 7-year retention. Signed agreements trigger the matter-open workflow with billing-system handoff.
Billing-system handoff
Clio, PracticePanther, LeanLaw, TimeSolv, MyCase.
Native bidirectional integration with the major legal practice management systems. Signed fee agreements fire matter creation in the chosen system with structured transfer of client data, matter type, assigned attorney, and billing structure. Trust-account activity surfaces on the client record for intake-rep visibility.
Referral-source taxonomy
Named referrers with quarterly attribution.
Lead-source taxonomy covers typical law-firm referral patterns: client referral (with named referrer), medical-provider referral (chiropractor, orthopedist, physical therapist, specialist), attorney referral (which attorneys refer which case types), bar-association referral, directory listing (Avvo, Justia, Super Lawyers, Martindale-Hubbell, Lawyers.com, FindLaw), paid advertising, website organic. Named-referrer records de-duplicate on normalized identity.
Bar-rule retention
State-specific retention with 7-year default.
Retention policy aligns with state-bar rules: Minnesota 6-year post-matter-close, Wisconsin 6-year, Iowa 5-year, North Dakota 6-year, South Dakota 6-year, California 5-year, New York 7-year, Texas 5-year for business records, Florida 6-year. 7-year default with 10-year Scale tier option. Legal holds freeze records against deletion.
Marketing attribution
Content, SEO, Google LSA, Avvo, Super Lawyers.
Marketing-touch tracking captures first-touch and last-touch per matter across content marketing, SEO organic, Google Local Service Ads (LSA), paid search (Google Ads, Microsoft Ads), social advertising (Facebook, Instagram), directory listings (Avvo premium, Super Lawyers premium, Martindale-Hubbell premium), and content syndication. The ROI conversation runs on matter-revenue data.
Practice shape fit
Which law-firm shapes Strkr fits cleanly.
The law-firm template fits a range of practice shapes with configuration. The cards below describe the typical fit zones.
Plaintiff personal injury
High-volume intake with contingency economics.
Plaintiff PI firms running 100-plus monthly inquiries with contingency-fee economics fit the template cleanly. The structured inquiry capture, 30-second conflict engine, case-value math, and medical-provider referral attribution all align with PI operational realities.
Workers compensation
Volume plaintiff practice with insurer defense counterparty.
Workers comp plaintiff firms running volume practice (200-plus active files) with structured insurance-carrier counterparty tracking fit the template. The claim-type capture, treating-provider referral attribution, and MMI (maximum medical improvement) milestone tracking all run natively.
Family law and divorce
Emotion-sensitive intake with multi-matter family lineage.
Family-law firms handling divorce, custody, support, and post-decree matters fit the template with family-graph modeling for intergenerational matters, confidential-communication handling, and sensitive-intake form flows that respect the emotional context.
Estate planning and probate
Long-cycle matters with family-graph complexity.
Estate planning and probate firms running 18-to-36-month matter lifecycles with trust-and-beneficiary complexity fit the long-cycle matter object with related-matter linkage. Cross-matter outreach surfaces family-network revenue opportunities.
Immigration
USCIS case tracking with multi-year timelines.
Immigration firms running USCIS matters (I-130, I-485, I-751, I-765, N-400 and more) with 6-month to 5-year timelines fit the long-cycle matter object. USCIS case-status integration surfaces receipt-notice and biometrics-appointment data on the client record.
Criminal defense
Hearing-schedule tracking with retainer billing.
Criminal defense firms running hearing-schedule-driven workflows with retainer billing fit the template with court-date tracking, hearing-type capture (arraignment, preliminary, pre-trial, trial, sentencing), and prosecutor-office counterparty tracking.
How a 24-attorney PI firm runs on Strkr
The weekly rhythm at a Minneapolis plaintiff practice.
The cards below describe the weekly rhythm at the Minneapolis 24-attorney plaintiff PI firm referenced earlier: 180 monthly inquiries, 320 active matters, 42 percent inquiry-to-engagement conversion.
Monday morning intake triage
Weekend inquiries conflict-checked by 10 AM.
Monday morning the intake team reviews weekend inquiries. The native 30-second conflict engine runs each prospective client. Clean inquiries route to intake interview scheduling with the right attorney. Potential conflicts route to the firm conflict partner for review. The 24-attorney firm averages 42 to 48 inquiries per weekend; all clear or escalate by 10 AM Monday.
Tuesday intake interviews
Structured discovery with case-value capture.
Tuesday afternoon attorneys run intake interviews with structured discovery (incident details, injury severity, treating providers, insurance information, prior claims, employment status for lost-wage analysis). Strkr AI generates the interview summary and populates the structured matter fields.
Wednesday case-value review
Managing partner reviews candidate matters.
Wednesday the managing partner reviews new candidate matters with case-value math, liability analysis, and portfolio-fit assessment. Marginal cases get the decline-with-referral treatment where the firm refers to a specialist for a portion of the contingency fee. Strong cases move to fee-agreement.
Thursday fee agreements
Signed engagements open matters in Clio Manage.
Thursday the engagement cycle runs. Fee agreements with contingency terms, case-cost responsibility, and settlement-authority language send through native e-sign. Signed agreements fire Clio Manage matter creation with timekeeper roster, PracticePanther integration as backup, and intake-close notification to the referring provider.
Friday statute review
Deadline-at-90-days matters prioritized.
Friday morning the matter team reviews statute-of-limitations deadlines. Matters within 90 days of statute surface in the attorney work queue with filing-preparation workflow. Reminder cadences at 60, 30, 14, and 7 days keep deadlines in attention. Firm-wide statute compliance preserves.
Monthly referral attribution
Chiropractor and provider referrals rolled up.
Monthly the managing partner reviews referral attribution. Named chiropractors, orthopedists, physical therapists, and specialists roll up with new-matter revenue and lifetime matter revenue. Appreciation gestures (lunch meetings, educational dinners, co-marketing campaigns where ethically permissible) land on the top referrers.
Head-to-head
Strkr vs Lead Docket + Clio Grow + HubSpot stack.
The typical plaintiff law-firm stack runs Lead Docket for high-volume intake plus Clio Grow for engagement workflow plus HubSpot CRM for marketing and attribution plus Clio Manage for billing. The comparison runs that stack against Strkr Growth with the law-firm template.
Feature
Strkr
Lead Docket + Clio Grow + HubSpot CRM Pro
Structured inquiry capture
Native by inquiry type
Lead Docket only
Conflict-check engine
Native 30-second affiliate matching
Clio Grow basic
Case-value and fee math
Native contingency economics
Custom fields
Statute-of-limitations gating
50-state defaults with cadence
Manual calendar
Fee-agreement e-sign
Native with 7-year retention
DocuSign add-on
Clio Manage billing handoff
Native bidirectional
Clio Grow to Manage
Referral-source attribution
Named-referrer with rollup
HubSpot CRM
Marketing attribution
Native per-matter
HubSpot CRM
Bar-rule retention
50-state defaults with hold
Workspace-level
Flat per-seat pricing
One line with AI included
Four invoices stacked
How teams use Strkr
How law firms run Strkr.
The firms below picked Strkr for the law-firm template's combination of structured inquiry capture, native conflict engine, case-value math, and billing-system handoff.
Minneapolis PI firm, 24 attorneys
Inquiry-to-engagement conversion lifted from 34 to 42 percent.
A 24-attorney Minneapolis plaintiff PI firm with 180 monthly inquiries had been running Lead Docket plus Clio Grow plus HubSpot CRM at $340 per seat per month combined. Manual conflict checks averaged 32 hours and the firm lost 3 to 5 referrals a month to turnaround delays. Sarah Lindberg, the managing partner, consolidated to Strkr Growth over 9 weeks. Conflict check dropped to 30 seconds. Inquiry-to-engagement conversion lifted from 34 to 42 percent in the second full quarter. Monthly stack cost dropped to $125 per seat.
A 14-attorney Milwaukee workers compensation firm had been losing visibility on files approaching MMI (maximum medical improvement) status, which triggers the settlement window. Strkr's MMI milestone tracking with 60-day pre-MMI alerts surfaced 11 settlement-ready files in Q2 2025 that would have sat passive under the prior workflow. Settlement throughput lifted 18 percent.
Phoenix family-law firm, 11 attorneys
Family-graph modeling surfaced $280K in cross-matter revenue.
An 11-attorney Phoenix family-law firm had matters spread across family members (parents, adult children, former spouses) without a shared relationship graph. Strkr's family-graph modeling surfaced family lineages for 140 existing clients. The firm identified $280K in previously unlinked matters where separate family members were being served by the firm without cross-matter awareness. The next-quarter cross-matter outreach drove 22 new engagements.
An 18-attorney Orlando immigration firm had been fielding 60 to 90 daily client-check calls asking USCIS case status. Strkr's USCIS case-status integration surfaced receipt-notice and processing-stage data on the client record and triggered client-facing status update notifications. The daily call volume dropped from 75 to 18 within 6 weeks. Attorney productive time lifted roughly 4 hours per attorney per week.
Client intake and CRM software for law firms where inquiries, conflicts, and engagements all live natively.
Start a 14-day Strkr trial with the law-firm template loaded. Structured inquiry capture by claim type. 30-second conflict engine with affiliate matching. Case-value and fee math at intake. Statute-of-limitations gating with 50-state defaults. Fee-agreement e-sign with 7-year retention. Clio Manage, PracticePanther, LeanLaw billing handoff. Strkr AI on the flat per-seat line.
How does the 30-second conflict engine actually work?
The conflict engine runs the prospective client against the firm's structured matter database with multi-factor matching: legal name (full and partial match), aliases (married names, maiden names, DBAs, corporate reorganization lineage), business affiliates (parent companies, subsidiaries, divisions, officer-and-director relationships), personal associations (co-parties in prior matters, business partners from prior engagements, family relationships where captured). Match-strictness threshold configures per firm policy (fuzzy match tolerance, phonetic matching, name-component weighting). Results surface in under 30 seconds with match-basis explanation (direct name match, affiliate relationship, co-party in prior matter, opposing party in prior matter) for attorney review. The audit log preserves the review decision for discovery-rule compliance.
What happens on fee-agreement signature?
Signed fee agreements trigger the matter-open workflow: matter number assignment (format configurable per firm), Clio Manage matter creation with timekeeper roster populated and billing structure propagated, PracticePanther client file creation for firms running the Panther stack, LeanLaw matter creation for firms on LeanLaw, intake-close notification to the referring provider or attorney, calendar event for the kickoff call with the client, and welcome packet dispatch with client-portal onboarding. The handoff typically completes within 10 minutes of signature versus the 2-to-4-hour manual pattern.
How does statute-of-limitations tracking actually work?
Every matter captures the applicable statute of limitations by state and claim type at intake. The 50-state default library pre-loads common defaults: 2-year general PI in California, 3-year in New York, 6-year general negligence in Minnesota, 4-year PI in Florida, 2-year wrongful death in most states, 4-year product liability default, 2-year medical malpractice continuous-treatment rule where applicable. Firms override defaults per matter based on specific legal analysis. Reminder cadences fire at 90, 60, 30, 14, and 7 days to deadline. Matters within 90 days of statute surface prominently in the attorney work queue. Missed-deadline risk drops materially from the structured discipline.
Can Strkr handle contingency-fee economics at intake?
The matter object captures contingency economics at intake: estimated case value, liability score (strong, moderate, weak), damages projection (medical specials, lost wages, pain and suffering, future damages, loss of consortium where applicable), fee percentage (standard 33.3 percent pre-trial, 40 percent post-trial, higher for retrial, configurable per state and jurisdiction), case-cost projection (filing fees, expert witnesses, deposition costs, exhibit preparation, trial expenses), and settlement timing estimate. The intake decision runs on structured economics. Portfolio-level reports show case-value distribution, expected-value aggregation, and risk-adjusted projection for the firm's overall contingency portfolio.
How does the medical-provider referral tracking actually work?
Lead-source taxonomy captures medical-provider referrals with structured provider records (clinic name, provider name, specialty, address, contact person, referral-agreement terms where applicable). Each new client captures the referring provider. Quarterly rollup shows new-matter revenue per provider and lifetime matter revenue per provider. The report flags providers with declining referral volume for business-development attention and providers with climbing referral volume for appreciation gestures (educational dinners, co-marketing campaigns where ethically permissible, continuing-medical-education sponsorships). The named-referrer records de-duplicate on normalized provider identity so Dr. James Patterson and J. Patterson DO and Patterson Chiropractic roll up correctly.
What is the pricing math at a 24-attorney firm?
A typical 24-attorney plaintiff PI firm stitching Lead Docket at $125 per seat plus Clio Grow at $59 per seat plus HubSpot CRM Pro at $100 per seat plus DocuSign at $45 per seat lands near $329 per seat per month, annualizing to roughly $95K at 24 seats. Strkr Growth at $75 per seat includes structured inquiry capture, conflict engine, case-value math, statute tracking, fee-agreement e-sign, Clio Manage handoff, referral attribution, and Strkr AI on one line, annualizing to roughly $22K at 24 seats. Strkr Scale at $125 per seat adds the deeper retention, audit, and multi-office posture that firms past 50 attorneys typically want, annualizing to $36K at 24 seats. Either tier beats the stitched stack by 60 to 75 percent.
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