A CRM for attorneys that spans intake, matter, time, billing, and trust accounting.
Law firms past 6 attorneys run a motion: client intake with conflict check, matter workflow per practice area, billable time capture, multi-fee-structure billing, trust accounting with IOLTA compliance, and the firm economics review the managing partner needs. Horizontal CRMs (HubSpot, Salesforce) cover the lead-to-signed-engagement part. Practice-management platforms (Clio, PracticePanther, Rocket Matter, MyCase) cover the matter-to-billing part. Strkr covers both on one surface with the compliance posture state bar auditors recognize.
Law firms past 6 attorneys hit a set of operational problems. The CRM-plus-practice-management two-tool stack carries handoff loss between the sales motion and the matter motion. Intake takes 45 minutes with the conflict-check-plus-engagement-letter-plus-matter-creation across tools. Time capture happens at week-end with the inevitable gaps and the realization write-downs that follow. Trust accounting runs on a separate IOLTA tool with the three-way reconciliation happening monthly. The managing partner wants firm economics (utilization, realization, effective rate) that neither tool delivers natively. Six specific gaps show up at the growing law firm, each one driving the search for software that covers the full motion.
The two-tool handoff
HubSpot plus Clio means context loss.
The common law firm stack runs a horizontal CRM (HubSpot, Salesforce) for the sales motion (lead to signed engagement) and a practice-management platform (Clio, PracticePanther, Rocket Matter) for the matter motion. The handoff moves the client from the sales tool to the matter tool and loses the context the attorney built during the sales conversation (specific concerns, competitive context, specific commitments). Strkr runs both motions on one surface so the context preserves end to end.
A new-client intake runs across tools: conflict check against the matter history (varies by firm, sometimes in Clio, sometimes in Intapp Open at larger firms), engagement letter generation (varies, often Word document from template), matter record creation in the practice-management tool, trust account setup if required. The 45-minute intake is a operational tax. Strkr runs the intake as a single workflow with the conflict check, engagement letter, matter creation, and trust setup in one surface at 15 minutes.
Time capture at week-end
Realization drops on time-dump reconciliation.
Attorneys capturing time at week-end (or worse, at month-end) lose 10 to 25 percent of billable time to memory gaps and the realization write-downs that follow. The firm economics suffer directly on the time-capture discipline gap. Strkr runs time capture at the moment of work with the timer or quick entry on the matter record so the realization rate improves meaningfully.
Trust accounting on a separate tool
IOLTA with monthly three-way reconciliation.
Trust accounting runs on a separate IOLTA-capable tool (Clio Trust, LawPay, QuickBooks with trust add-on) with the three-way reconciliation happening monthly. The attorney running a matter cannot see the trust state inline on the matter record. Strkr runs trust accounting natively on the matter with the IOLTA compliance posture built in and the three-way reconciliation running automatically.
Firm economics are not native
Utilization, realization, effective rate missing.
The managing partner wants utilization per attorney (billable hours as percent of available), realization (billed hours as percent of worked), effective rate (collected revenue per worked hour), WIP aging, AR aging, and matter profitability by practice area. Neither horizontal CRMs nor practice-management platforms deliver this natively at the depth managing partners want. Strkr runs the firm economics dashboard with the full metric set.
Practice-area workflows are generic
Litigation and transactional need different motion.
Litigation (pre-filing, discovery, motions, trial prep, trial, resolution, closeout), transactional (letter of intent, diligence, drafting, negotiation, closing, post-closing), and advisory (scope, research, deliverable, review, delivery) are different workflows. Horizontal CRMs model generic pipelines. Practice-management platforms model matter workflows at parity. Strkr models the practice-area-specific workflows with the stage sequences each area actually runs.
What Strkr ships for attorneys
Intake, matter, time, billing, trust, economics.
A law firm evaluates CRM on six capabilities: integrated sales-and-matter workflow, intake with conflict check in one workflow, native time capture tied to matters, multi-fee-structure billing (hourly, flat, contingency, retainer, blended), trust accounting with IOLTA compliance, and firm economics reporting (utilization, realization, effective rate). The cards below are the capabilities Strkr ships on every paid tier.
Integrated sales-and-matter
Lead to engagement to matter to invoice.
The full firm motion runs end-to-end on one surface. A lead captures from the website or referral, qualifies through the sales pipeline (discovery, proposal, negotiation, closed-won), converts to a signed engagement with the engagement letter, opens a matter record with the practice-area workflow applied, time captures against the matter, invoices generate from the WIP, cash collects, matter closes with the retention policy applied. The record chain preserves across the full lifecycle so a case-study candidate 3 years post-matter still carries the full history.
Intake with conflict check
15 minutes from inquiry to opened matter.
The intake workflow runs conflict check (automated search across firm matters for prospect name, related parties, counterparties, counsel, witnesses, and matter-topic substantive conflicts), engagement letter generation from the template library (populated with matter details), KYC verification where required, matter record creation with the practice-area workflow, trust account setup if required. The intake takes 15 minutes with the full compliance posture captured instead of 45 minutes with the risk of a missed conflict.
Time capture
Timer or quick entry on the matter.
Time captures natively on the matter record with the timer running during billable work or quick entry at the end of a task. The activity type (research, drafting, client meeting, court appearance, review, administration), the billable rate (per matter or per activity type), and the narrative capture inline. The WIP report runs in real time showing unbilled time by matter, by attorney, by practice area, and by age. Attorneys capturing at the moment of work recover 10 to 25 percent of realization that week-end reconciliation would have lost.
Multi-fee-structure billing
Hourly, flat, contingency, retainer, blended.
The billing engine generates invoices across fee structures: hourly from captured time, flat fee at matter completion milestones, contingency from the settlement with the contingency percentage applied, retainer against the recurring billing schedule, blended with the mix per matter. Invoice templates per practice area or per client. Dunning runs on aged invoices with configurable escalation. Payment plans configure for the clients who need them. The CFO reconciles against the GL from Strkr.
Trust accounting with IOLTA
State-bar rules and three-way reconciliation.
Trust accounting runs IOLTA with state-bar-specific rules applied. The trust ledger per client tracks deposits, retainers, disbursements, and the running balance. Three-way reconciliation runs monthly: bank statement, trust ledger total, client sub-ledgers sum. Fund-availability checks run at disbursement to prevent commingling violations. State bar audit response produces the required documentation in a documented workflow. The feature is designed to pass state bar audit scrutiny; firms should verify the state-bar rule set with the malpractice insurer during implementation.
Firm economics dashboard
Utilization, realization, effective rate.
The firm economics dashboard runs the key metrics: utilization per attorney (billable hours as percent of available hours over the trailing period), realization (billed hours as percent of worked hours), effective rate (collected revenue per hour worked), WIP aging over 60 days, AR aging over 90 days, and matter profitability by practice area. The managing partner sees firm health in 20 minutes vs the half-day of manual spreadsheet pull.
Practice-area workflows
Litigation, transactional, advisory, estate.
Matter workflow configures per practice area. Litigation: pre-filing, discovery, motions, trial prep, trial, resolution, closeout. Transactional: letter of intent, diligence, drafting, negotiation, closing, post-closing. Advisory: scope, research, deliverable, review, delivery. Estate: scope, data gathering, drafting, review, signing, administration. Each stage carries required documentation, standard duration, and quality checkpoints the firm has defined.
Document management with retention
Matter-scoped with full version control.
Documents attach to matters with full version control, access permissions by matter team, and the retention policy applied per state bar rule (typically 7 to 10 years post-matter closure, varies by jurisdiction and matter type). The matter closes with the document archive preserved for the required retention period. The retention clock runs automatically with the destruction schedule flagged for review at expiration.
Flat per-seat pricing
Full firm stack on every tier.
Strkr pricing is per seat with the full product on every paid tier including intake with conflict check, time capture, multi-fee-structure billing, firm economics, matter workflow by practice area, and document management. Trust accounting ships on the FinServ tier (included for law firms). No practice-management-SKU, no utilization-report upcharge, no module gate at renewal. A 25-attorney firm pays a predictable number 12 months out.
The attorney workflow in detail
What a managing partner, an associate, and a paralegal actually do.
Law firm workflow varies by role. The managing partner oversees firm economics, practice area performance, and partner-level matters. The associate runs matters, captures time, and manages client conversations. The paralegal handles document preparation, filing coordination, and workflow execution. The firm administrator runs intake, billing, trust accounting, and operational reporting. The cards below walk through specific workflows for each role.
The managing partner Monday
Firm scorecard in 20 minutes.
The managing partner opens Strkr Monday morning and sees the firm scorecard: utilization by attorney (which associates are below the 75 percent target), realization by practice area (which areas are getting write-downs), effective rate trend, WIP over 60 days (which matters need billing acceleration), AR over 90 days (which clients need collections attention), matter pipeline by stage. The scorecard surfaces the issues for the partner meeting agenda in 20 minutes vs the half-day the manual approach consumed.
The associate time capture
Timer on, work, timer off, matter and narrative.
The associate works a matter and runs the timer during billable work. At the end of a task, the timer stops, the matter populates automatically from the active record, the activity type picks from the dropdown (research, drafting, review, client call, court appearance), the narrative populates from the typical-narrative templates with specific additions. The time commits to the WIP for the matter immediately. The month-end time dump that most firms suffer disappears because the time captures at the moment of work.
The new-client intake
15 minutes from first call to opened matter.
A new inquiry arrives at the firm. The intake coordinator opens the intake workflow in Strkr with the prospect name, matter type, and basic context. Conflict check runs automatically with the firm matter history searched. The engagement letter generates from the practice-area template with the scope, fee structure, and specific terms populated. KYC runs where required. The matter record creates with the practice-area workflow attached. Trust account setup runs if required. The attorney picks up a prepared matter at 15 minutes instead of 45.
The month-end billing cycle
From WIP to invoice to send to collect.
The month-end billing cycle runs: firm administrator reviews WIP by matter and by attorney, flags write-downs and write-ups with the reasons, generates invoices from the WIP with the appropriate fee structure applied per matter, routes invoices for partner review (where required), sends to clients. The cycle completes in 2 to 3 days for a 25-attorney firm vs the week the manual approach consumed. Dunning runs automatically on aged invoices with escalation to the originating attorney at 60 days.
The trust accounting monthly
Three-way reconciliation runs clean.
The trust reconciliation runs monthly: the bank statement imports (or enters manually), the trust ledger total calculates from Strkr, the client sub-ledger sum calculates from the per-client trust balances. The three figures match or the discrepancy surfaces with the transaction investigation. For firms running IOLTA with state-bar audit scrutiny, the clean reconciliation and the audit-ready documentation prevents the trust-accounting violations that cause the most severe state-bar discipline.
The partner matter review
Weekly check on the matter portfolio.
The partner reviews the matter portfolio weekly: open matters by stage, matters not touched in 14+ days (aging flag), matters over budget vs the engagement estimate, matters at risk of ethics or compliance issues, matters approaching court deadlines or filing requirements. The partner engages on the matters needing senior attention. The review takes 30 minutes vs the half-day of pulling matter status from associates.
What attorneys compare on
The honest law-firm software evaluation.
Attorneys evaluating software compare on criteria specific to legal practice. The honest evaluation: integrated sales-and-matter workflow, intake with conflict check depth, time capture that improves realization, multi-fee-structure billing, trust accounting with IOLTA, firm economics reporting, and three-year TCO. The six criteria below show up on every attorney software evaluation.
Integrated sales-and-matter
One tool vs two.
Strkr: full sales-to-matter motion on one surface. Horizontal CRM plus practice management (HubSpot plus Clio): two-system approach with handoff loss. For firms past 10 attorneys, the integrated approach removes handoff cost.
Intake with conflict check
Native integrated workflow.
Strkr: intake workflow with conflict check, engagement letter, matter creation, trust setup. Clio: strong conflict check. Horizontal CRMs: not applicable. For firms where intake is a 45-minute operational tax, workflow depth is the lever.
Time capture
At-the-moment vs week-end dump.
Strkr: at-the-moment timer with matter and narrative. Practice-management platforms: strong at parity. Horizontal CRMs: via standalone trackers. For firms where realization drops at week-end reconciliation, at-the-moment capture is a direct financial lever.
Trust accounting with IOLTA
Native vs separate tool.
Strkr: IOLTA with state-bar rules on FinServ tier. Clio Trust: industry standard. LawPay plus QuickBooks: common two-tool approach. For firms wanting trust visibility inline on matters, native integration is a workflow fit.
Firm economics
Utilization, realization, effective rate.
Strkr: firm economics dashboard native. Practice management: partial coverage. Horizontal CRMs: via custom reporting. For managing partners running firm-economics review, native support reduces the ops burden meaningfully.
Three-year TCO
One tool vs stack.
Strkr: flat per seat with full firm stack. Two-system approach (HubSpot plus Clio plus QuickBooks plus trust tool): $200 to $400 per attorney per month fully loaded. For 25-attorney firms, three-year TCO delta can run $150K to $350K.
Head-to-head
Strkr vs Clio for a 20-attorney firm.
Clio is the industry-standard practice-management platform for small and mid law firms. The head-to-head for a 20-attorney firm running litigation plus transactional:
Feature
Strkr
Clio
Sales motion (pre-engagement)
Native sales pipeline for lead-to-engagement
Clio Grow (separate SKU)
Intake with conflict check
Native integrated workflow
Clio conflict check (strong)
Matter workflow by practice area
Per-practice-area configurable stages
Matter management (strong)
Time capture
Native, timer or quick entry
Native time capture (industry standard)
Multi-fee-structure billing
Hourly, flat, contingency, retainer, blended
Full fee structures
Trust accounting with IOLTA
Native on FinServ tier
Clio Trust (industry standard)
Firm economics dashboard
Utilization, realization, effective rate native
Via Clio reporting
Document management
Native with retention clock
Native document management
Pricing shape
Flat per seat, all features included
Tier-based with Clio Grow and Suite add-ons
Three-year TCO (20 attorneys)
Predictable, often lower
Clio Suite with Grow at mid-market pricing
How teams use Strkr
How law firms run Strkr today.
The common thread across law firm customers: get the full sales-to-matter motion, the intake, the time capture, the billing, the trust accounting, and the firm economics on one tool while cutting the two-tool stack to one. The playbooks below describe the law firm motion at common scales and practice areas.
15-attorney commercial litigation boutique
HubSpot plus Clio consolidated.
A 15-attorney commercial litigation boutique running HubSpot (sales) and Clio (matters, trust) consolidated to Strkr over 11 weeks. The sales pipeline migrated from HubSpot with the pre-engagement history preserved. Matter records migrated from Clio with the time history and trust ledger preserved. Three-way reconciliation ran clean on month 1 post-migration. The firm administrator recovered 14 hours per week of two-system reconciliation and the three-year TCO projection dropped 42 percent.
8-attorney transactional firm
Flat-fee incorporations plus hourly diligence.
An 8-attorney transactional firm running flat-fee LLC incorporations plus hourly M&A diligence used the multi-fee-structure billing on Strkr. Flat-fee matters billed at completion with the scope definition visible to clients. Hourly matters billed from time capture with the standard write-up and write-down workflow. The matter mix visualized clearly in the firm economics with flat-fee gross margin running higher than hourly on specific matter types.
25-attorney family-law firm
Contingency plus retainer plus flat-fee.
A 25-attorney family-law firm with contingency on specific divorce matters, retainer on ongoing representation, and flat-fee on uncontested matters ran the three fee structures on Strkr. Trust accounting with IOLTA ran on the retainer deposits with the state-bar-required reconciliation running monthly. The firm added 4 attorneys over 18 months with the structured intake and matter workflow absorbing the growth without an admin hire.
12-attorney estate-planning practice
Estate matters with specific workflow.
A 12-attorney estate-planning practice ran the estate-matter workflow (scope, data gathering, drafting, review, signing, administration) on Strkr with the practice-area-specific stages. Document management handled the estate planning documents with the retention clock set for the state bar rules. The firm economics surfaced the per-matter profitability on flat-fee estate work with the typical 2 to 4 revisions absorbed in the baseline fee.
32-attorney multi-practice firm
Three practice areas on one surface.
A 32-attorney firm with litigation, transactional, and employment practice areas ran all three on Strkr with practice-area-specific workflows and shared firm economics. The managing partner saw firm-wide numbers plus per-practice-area numbers side by side. The partner compensation discussion used the matter-profitability data as the starting point. The firm administrator reported the one-tool simplicity finally cutting the Monday-morning data-pull meeting.
A CRM for attorneys that spans intake, matter, time, billing, and trust accounting.
Start a 14-day trial with the law-firm configuration enabled: integrated sales-and-matter workflow, intake with conflict check and engagement letter in one workflow, native time capture tied to matters, multi-fee-structure billing with hourly, flat, contingency, retainer, and blended, trust accounting with IOLTA state-bar rules and three-way reconciliation, firm economics dashboard with utilization, realization, and effective rate, practice-area workflows for litigation, transactional, advisory, and estate, document management with the retention clock, and the full product on every paid tier at flat per-seat pricing. Migrate from HubSpot plus Clio, Salesforce plus PracticePanther, or any two-system approach.
How does Strkr integrate the sales motion with the matter workflow for a law firm?
The full firm motion runs end-to-end on one surface. A lead captures from the website, referral, or direct inquiry with the lead source attribution. The sales pipeline qualifies the lead through standard pre-engagement stages (initial consultation, proposal, negotiation, retainer agreement signed). On signing, the lead converts to a signed engagement with the engagement letter attached, the matter record creates with the practice-area workflow applied, trust account setup runs if required, and the attorney picks up the prepared matter with full context. Time captures against the matter, invoices generate from WIP, cash collects, matter closes with retention policy applied. The record chain preserves across the full lifecycle so a referral conversation 3 years post-matter still carries the full history from inquiry to resolution.
How does the conflict check work in the intake workflow?
The conflict check runs automatically at intake with a configurable search strategy: prospect name search across all firm matters (parties, witnesses, counterparties, counsel), related-party name search (business entities, principals, spouses in family-law context), and matter-topic search for substantive conflicts. The search returns potential matches with the matter context so the attorney assigns the conflict review. For firms with heavy conflict-check requirements (big-law scale with 500+ attorneys), Strkr integrates with Intapp Open and the common dedicated conflict-check platforms. For small and mid firms, the native search typically covers the requirement at the standard state-bar expectation. The conflict-check record retains with the intake decision for the audit trail. The state-bar rules on conflict waivers configure per the firm's jurisdiction.
Does Strkr handle trust accounting with IOLTA compliance?
Yes, on the FinServ tier (included for law firms). Trust accounting runs IOLTA with state-bar-specific rules applied. The trust ledger per client tracks deposits, retainers, disbursements, and the running balance. Fund-availability checks run at disbursement to prevent commingling violations (the state-bar prohibition that causes the most severe discipline). Three-way reconciliation runs monthly: bank statement imports or enters, trust ledger total calculates from Strkr, client sub-ledger sum calculates from per-client balances. The three figures match or the discrepancy surfaces with the transaction investigation. State bar audit response produces the required documentation in a documented workflow. The feature is designed to pass state bar audit scrutiny; firms should verify the state-bar rule set with their malpractice insurer during implementation. For firms running Clio Trust adjacent, the Clio Trust integration preserves the Clio Trust posture while adding the Strkr CRM layer.
How does time capture improve realization rate for a law firm?
Attorneys who capture time at the moment of work recover 10 to 25 percent of realization that week-end or month-end reconciliation would have lost. The common pattern: an attorney working a Tuesday afternoon on a complex research task does 2.5 hours of work but captures only 2.0 hours on Friday because the memory of the tasks has faded and the attorney under-estimates. The 0.5 hour lost per task across 10 tasks per week per attorney compounds to 5 hours per week of lost realization. Strkr runs the timer at the moment of work with the matter and activity type captured, so the 2.5 hours captures as 2.5 hours. For a 20-attorney firm at $350 average billable rate, recovering 5 hours per week per attorney adds roughly $1.75M to the annual realization. The at-the-moment time-capture discipline is one of the most direct financial levers in the firm economics.
What is the migration path from Clio, PracticePanther, Rocket Matter, or MyCase?
Strkr runs a legal-practice-management migration tool that pulls the full dataset from the common legal practice-management platforms via API: Clio (full API with matters, time, trust ledger, documents), PracticePanther (API with similar coverage), Rocket Matter (API), MyCase (API), Smokeball (export). Matters migrate with the full history, time entries, trust ledger balances, documents, custom fields, and workflow state preserved. Trust ledger migration preserves the three-way reconciliation history for the state-bar audit trail (critical for the migration to be clean). The sales motion data (pre-engagement conversations from HubSpot or similar) migrates in parallel. Most law firm migrations complete in 10 to 16 weeks for firms up to 30 attorneys with a 3-week parallel-running period before full cutover. The deeper work is usually the practice-area workflow configuration and the attorney and paralegal training on the one-tool workflow.
What is the best CRM for attorneys in 2026?
The right answer depends on the firm shape. For firms past 6 attorneys wanting integrated sales-and-matter workflow on one tool with full IOLTA trust accounting and firm economics at predictable per-seat pricing: Strkr. For firms deeply committed to Clio with heavy existing integration investment: staying on Clio Suite with Clio Grow is often rational because the switching cost outweighs the integration benefit. For solo attorneys and small firms (under 5 attorneys) wanting lightweight practice management: PracticePanther, MyCase, and Smokeball are strong. For large firms (100+ attorneys) with deep workflow customization requirements: enterprise platforms like iManage with Salesforce Legal Cloud fit. For firms specifically evaluating the one-tool vs two-tool stack question at the mid-market scale (6 to 50 attorneys): Strkr is the direct one-tool answer with the full feature set at flat per-seat pricing.
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