Built for teams running intake-form capture at the top of the pipeline
The CRM that treats the intake form as part of the pipeline, not a dead-end web submission.
Intake-driven businesses live or die on the first 90 minutes after a form submits. Strkr ships embedded forms, routing rules, document capture, and AI-powered qualification that lands the intake record on a real pipeline stage in under three minutes.
A generic web form routes to an email inbox, maybe a Slack channel, and often an untouched folder. By the time the intake coordinator gets to it the prospect has shopped three competitors. The pain points below are what Strkr onboarding hears on every intake call with a professional services firm, a nonprofit services provider, an immigration practice, a medical intake clinic, or a wealth management firm.
The form-to-pipeline gap
A web form submission is not a pipeline record.
A legacy intake flow sends an email to a shared inbox. Someone reads it in 90 minutes, forwards it to a producer, and the producer manually creates a CRM record two hours later. The 90-minute response benchmark that drives intake conversion is already gone. Strkr makes intake forms native. A submission lands as a prospect record on the right pipeline stage in under 90 seconds, with routing rules firing immediately.
Field drift
The form fields do not match the CRM fields.
A third-party form builder (Typeform, Jotform, Google Forms, Wufoo) uses its own field names. The CRM uses different field names. Someone writes a Zapier recipe that maps 80 percent correctly and loses the rest. Strkr form fields bind directly to CRM fields with the picklist values pre-aligned, which eliminates the mapping gap and the Zap maintenance burden.
Document capture friction
Intake needs a W-9, a driver license, a client agreement.
Intake forms for professional services often need document capture up front (W-9, driver license, prior tax return, prior case file, medical history form, intake agreement). Legacy form tools support attachment upload but drop the attachment into email as a 14 MB file. Strkr form attachment captures to AWS KMS-encrypted storage with a tenant-scoped retrieval path, and the attachment ties to the prospect record automatically.
Routing by rule
The right intake coordinator for the right case.
A 25-attorney firm wants family law intakes routed to one coordinator and immigration intakes routed to another. A multi-state insurance agency wants state-specific intakes routed to the licensed producer. Legacy form tools do not know pipeline context. Strkr routing rules fire on form submit with declarative conditions (state, line of coverage, case type, revenue band, referral source) and assign the record to the right owner.
AI qualification
Who is a real prospect, who is a tire-kicker.
A busy intake desk gets 60 to 180 submissions per week with 20 to 40 percent tire-kicker rate. The intake coordinator triages manually and loses time on low-fit prospects. Strkr AI runs a fit score on every intake record with reasoning text explaining the score. The coordinator sees a ranked list and works the high-fit prospects first. Average response time to high-fit prospects drops from 90 minutes to 11 minutes.
Audit trail for intake records
HIPAA, bar rules, and state licensing requirements.
Intake records in regulated industries (medical, legal, financial, immigration) need audit trail capture per compliance rules. A form tool that drops into email has no audit trail. Strkr audit log records every intake submission, every record read, every record write, every email, every AI call with 90-day default retention tunable per tenant up to compliance-specified ceilings. HIPAA BAA available on request.
The intake form builder
Forms that live inside the CRM.
Strkr intake forms are first-class objects. The admin builds a form in a drag-and-drop canvas, the form binds to CRM fields, and the submission lands as a prospect record on the right pipeline stage. The cards below are what the builder ships with and how teams use each surface.
Field library
Text, picklist, date, file, signature.
The form field library includes short text, long text, picklist, multi-select, date, number, currency, phone, email, address, file upload, consent checkbox, and signature. Each field binds to a CRM field with picklist values pre-aligned. Required-field validation, format masks, and conditional logic all land in the drag-and-drop canvas.
Embedded surface
JavaScript snippet, iframe, or hosted page.
Strkr intake forms embed as a JavaScript snippet on the firm website, an iframe for walled gardens, or a hosted page on a tenant subdomain. The hosted page option lands with the firm branding (logo, colors, voice) and a clean URL for marketing distribution. The embed loads in under 400 milliseconds on cold cache.
Routing rule engine
Declarative conditions on form submit.
The routing rule engine fires on form submit with declarative conditions (state picklist, case type picklist, revenue band, referral source, custom field match). Rules route the record to a owner, assign a pipeline stage, add specific tags, and trigger specific follow-up flows. Admin writes rules in a GUI without code.
Document capture
Encrypted attachment with the record.
Form attachment fields capture files to AWS KMS-encrypted storage with a tenant-scoped retrieval path. The attachment ties to the prospect record automatically with the original filename, upload timestamp, and submitter identity. Attachment file-size cap defaults to 25 MB per file with up to 10 attachments per submission.
Signature capture
The intake agreement signed in the form.
A signature field captures a legally binding signature in the form flow. The signed intake agreement attaches to the prospect record and ties to the audit log. For firms that need witnessed or notarized signatures the Strkr integration surface supports third-party e-signature tools (DocuSign, Dropbox Sign, Adobe Acrobat Sign) through the standard webhook spec.
Thank-you workflow
The post-submit confirmation.
After submit the form fires a thank-you flow with a confirmation email in the firm voice (drafted by Strkr AI, approved by the admin once), a calendar booking link for scheduled intakes, and a document checklist email for intakes that need follow-up documents. The intake coordinator sees the submission in Strkr before the thank-you email lands in the prospect inbox.
Analytics
Submission volume, source, conversion.
The form analytics view tracks submission volume by day, source (landing page URL, UTM parameters, referral), completion rate, drop-off field, and downstream conversion to bound engagement. The admin uses the analytics to tune the form (removing a field that drops 40 percent of submissions, adding a routing rule that lifts conversion by 11 percent).
How Strkr AI qualifies intake records
Fit score and routing on every submission.
Strkr AI runs a fit score on every intake submission with reasoning text explaining the score. The intake coordinator sees a ranked list and works high-fit prospects first. The buyer never picks a model, never configures a provider. Strkr AI is an opt-in add-on at $49 per month with 5,000 calls included and $0.012 per call overage.
Fit score
0 to 100 with reasoning text.
Every intake record carries a Strkr AI fit score from 0 to 100 with reasoning text explaining the score (industry fit, revenue band fit, geographic fit, referral quality, timing). The score updates when the record changes (contact adds a note, upgrades a field, uploads a document). The coordinator sorts the pipeline by fit score to work high-fit first.
Intent score
How ready is the prospect to engage.
Strkr AI runs a separate buyer-intent score (0 to 100) on inbound email replies and form submissions. A prospect that submits an intake form and replies to the confirmation email within 10 minutes scores higher than one that submits a form and goes dark. The intent score drives the response priority on the coordinator queue.
Qualification notes
Strkr AI drafts the intake summary.
After the intake record lands Strkr AI drafts a one-paragraph intake summary for the coordinator and the producer. The summary pulls from the form fields, the attached documents, and any inbound email. The producer reads the summary in 20 seconds instead of reconstructing the context from the form page.
Routing recommendation
The right owner for the intake.
For intakes where routing rules do not produce a clean match Strkr AI recommends an owner based on past workload, specialization, and the intake content. The coordinator can accept or override. Over time the recommendation improves as the AI retrieval index learns which coordinator closed which case type.
Follow-up draft
The 24-hour follow-up email.
If the prospect does not engage within 24 hours of the thank-you email Strkr AI drafts a follow-up email in the firm voice referencing the intake content. The coordinator approves and sends. Follow-up conversion on day two runs 24 percent higher than a generic nudge.
Red flag detection
Intakes that need a conflict check.
Strkr AI flags intakes that may need a conflict check (adverse party match in a law firm context, prior claim history in an insurance context, prior patient relationship in a medical context). The intake coordinator reviews the flag before advancing the record to engagement.
The intake triage view
The pipeline board that opens on the intake queue.
Strkr pipeline view ships with an intake triage mode that ranks every new submission by fit score, intent score, submission time, and routing status. The coordinator opens Strkr in the morning and sees the full queue ranked for action. The cards below show what the triage view surfaces.
Submission age
The 90-minute response window.
The triage view surfaces intake records by submission age with a 90-minute response window flagged in red. Records approaching the 90-minute mark get a visual nudge and a Slack ping to the assigned coordinator. Response time to high-fit prospects drops from 90 minutes to 11 minutes on average.
Fit score rank
High-fit prospects on top.
Within the response window records sort by fit score. The coordinator works the top 10 to 15 records first. Low-fit records route to an auto-reply flow with a polite deflection and a referral note. The coordinator time budget stays on high-fit work.
Document completeness
Attached documents on the record card.
Each intake record shows document completeness status (red for required documents missing, yellow for partial, green for complete). The coordinator can start work on green records immediately. Red records trigger an automated document chase flow with AI-drafted follow-up email.
Owner routing status
Who owns the intake right now.
The triage view shows owner routing status (auto-assigned, pending reassignment, manually overridden). A record that failed routing (no matching rule, owner on PTO, no license in the state) surfaces for coordinator intervention within 5 minutes of submission.
Source attribution
Which page or referral drove the intake.
Each record shows source attribution (landing page URL, UTM campaign, referral source, inbound call recording). The marketing team sees which campaigns produce high-fit intakes and tunes spend accordingly. The intake coordinator sees source context before the first call.
Post-intake retrospective
Which intakes became engagements.
After an intake record resolves (converted, declined, lost) Strkr runs a retrospective tying the resolution back to the form fields, the fit score, the owner, and the source. The admin uses the retrospective to tune routing rules, improve form questions, and shift marketing spend toward sources that convert.
Head-to-head
Strkr vs a form builder plus Zapier plus a generic CRM.
Most teams try the form-builder-plus-Zapier-plus-CRM stack and bounce because the mapping drift breaks the pipeline. The comparison below is Strkr intake posture versus a stitched-together legacy stack.
Feature
Strkr
Form builder + Zapier + generic CRM
Form fields bound to CRM fields
Native binding with picklist alignment.
Zap recipe with 80 percent accuracy.
Routing rules on submit
Declarative GUI with conditions.
Multiple Zaps per routing branch.
Document attachment with encryption
KMS-encrypted storage tied to the record.
Attachment via Zap with size limits.
AI fit score on every submission
Scored with reasoning text.
Manual triage.
Audit trail for compliance
Record-read and record-write with retention.
Partial submission-only log.
Response time to 90 minutes
Under three minutes typical.
Fifteen to ninety minutes typical.
HIPAA posture for medical intakes
BAA available on request.
Form tool typically out of scope.
Signature capture in form
Yes with audit log tie.
Separate e-sign tool typical.
Hosted page on tenant subdomain
Branded with tenant logo and colors.
Form-builder-branded URL typical.
Analytics with downstream conversion
Submission to engagement visible.
Form submissions only.
How teams use Strkr
Five intake-form playbooks.
The playbooks below are patterns Strkr onboarding sees across intake-driven deployments, from law firms and medical clinics to immigration practices and nonprofit services.
Pattern A
The 14-attorney family law firm.
A 14-attorney family law firm in Austin ran a Typeform embedded on the firm website routing to a shared inbox. Response time averaged 90 minutes. The firm principal spent about four hours per week manually triaging intakes. Strkr onboarding ran a 12-business-day migration consolidating the Typeform into a Strkr intake form with routing rules for custody, divorce, adoption, and estate. Response time dropped to 11 minutes on high-fit intakes. Conversion from intake to signed engagement lifted from 24 percent to 38 percent.
Pattern B
The 42-provider primary care clinic.
A 42-provider primary care clinic in the Pacific Northwest ran a Jotform embedded on the clinic website for new patient intake. The HIPAA posture was fragile (attachment flow dropped into email, no audit trail). Strkr delivered the BAA on request and configured the AI retrieval scope to exclude PHI fields. The intake form landed on a tenant subdomain with the clinic branding. New patient intake volume grew 42 percent in the first full quarter without additional ad spend because the hosted-page conversion lifted.
Pattern C
The 25-attorney immigration law practice.
A 25-attorney immigration law practice ran case-type specific intake across H-1B, L-1, EB-5, O-1, family-based, and asylum. Legacy stack was 11 separate Typeforms with no shared routing. Strkr onboarding configured case-type specific intake forms with shared routing rules and a unified pipeline view. The AI-drafted intake summaries supported Mandarin, Spanish, and Portuguese. The firm added 180 new prospective client intakes per month and the intake coordinator reclaimed 14 hours per week.
Pattern D
The nonprofit services provider.
A regional nonprofit services provider ran intake for housing assistance, job placement, and legal services. The intake volume averaged 180 submissions per week with a 32 percent eligibility rate. Strkr configured the eligibility screening into the form with branching logic. Ineligible submissions auto-routed to a referral flow with resource links. Eligible submissions landed on the services coordinator pipeline. Coordinator time budget shifted from screening to service delivery.
Pattern E
The 32-advisor wealth management firm.
A 32-advisor wealth management firm ran a Wufoo form for new prospect inquiry with manual routing to the regional team. Routing errors sent New York prospects to the California team roughly 11 percent of the time. Strkr onboarding configured state-based routing rules with license verification against the advisor roster. Routing errors dropped to zero. The AI fit score surfaced high-net-worth prospects immediately for the senior advisor queue. Advisor response time dropped from four hours to 20 minutes on high-fit prospects.
Run intake on a CRM shaped for form-driven work.
Book a 30 minute call. We will walk through the intake form builder, the routing rule engine, and the AI qualification flow with your actual service lines and routing requirements.
Yes. Strkr intake forms embed through a JavaScript snippet (one line of code), an iframe for walled-garden content management systems, or a hosted page on a tenant subdomain. The JavaScript embed loads in under 400 milliseconds on cold cache. The iframe option works for sites that cannot run external JavaScript. The hosted page option lands with the firm branding (logo, colors, voice) and a clean URL for marketing distribution and QR code scanning.
How does Strkr handle HIPAA for medical and healthcare intakes?
Strkr is HIPAA compliant with a BAA available on request. For medical intakes the AI retrieval scope limits to non-PHI fields by default, and the admin can tune the scope per form. The audit log captures every submission, every record read, every record write, every email, every AI call with 90-day default retention tunable per tenant up to HIPAA-required ceilings. SOC 2 Type II is in progress through 2026-Q4. Signature capture ties to the audit log for intake agreement attestation.
Can routing rules handle multi-state licensing requirements?
Yes. The routing rule engine supports declarative conditions on any form field including state picklist. For a multi-state insurance agency, wealth management firm, or legal practice the admin configures state-based routing with license verification against the producer, advisor, or attorney roster. Routing failures (no licensed owner in the state, licensed owner on PTO, licensed owner at capacity) escalate to a backup rule with coordinator notification within 5 minutes.
What happens to form submissions when the AI qualification is paused?
The AI Enhancement add-on is optional at $49 per month. If the agency does not enable the module intake forms still work. Submissions land as prospect records on the right pipeline stage, routing rules fire, document captures tie to the record, and the thank-you workflow runs. The fit score and the AI-drafted intake summary turn off. The coordinator triages manually with the standard pipeline view. The agency can enable the AI module at any time, and the historical records index into the retrieval scope for future fit scoring.
Can Strkr handle intake forms that need witnessed or notarized signatures?
Yes. For firms that need witnessed or notarized signatures Strkr integrates with third-party e-signature tools (DocuSign, Dropbox Sign, Adobe Acrobat Sign) through the standard webhook spec. The form captures the signature flow, routes to the e-signature service for the witness or notary step, and the completed signed document returns to the prospect record with the audit trail intact. The flow handles power-of-attorney documents, bar-rule-required engagement letters, and HIPAA authorization forms.
What does Strkr cost compared to a Typeform plus Zapier plus HubSpot stack?
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 14-user team on Pro the monthly spend runs $826. The AI Enhancement add-on runs $49 per month with 5,000 Strkr AI calls included. Typeform Business runs $83 per month plus Zapier Professional at $69 per month plus HubSpot Sales Hub Professional at $100 per user per month for 14 users ($1,400). Total stack cost roughly $1,552. Strkr delivers the same workflow at $875 per month without the mapping drift.
How many intake forms can we run on one tenant?
No cap. A typical professional services firm runs 4 to 12 intake forms (one per service line or practice group). A nonprofit services provider runs 6 to 18 forms per program and eligibility screen. A wealth management firm runs 2 to 6 forms per advisor team. Each form has its own fields, routing rules, document checklist, thank-you flow, and analytics. All forms land in the shared Strkr tenant with the shared prospect pipeline.
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