Built for small and mid-size law offices

A law office CRM where intake meets conflict check meets matter tracking on one record.

Law offices run a motion other industries do not: a prospect call triggers a conflict check against every current and former client, a matter opens with an ethical wall if needed, time billables start accruing on hour one, trust accounting posts the retainer, and the client portal starts receiving documents. Clio, MyCase, and PracticeMaster handle practice management but miss the intake-to-conversion motion. Strkr runs the full lifecycle: lead intake, conflict check, matter opening, time tracking integration, trust accounting integration, and client portal on one tenant.

What this audience is actually dealing with

The pains that bring buyers here.

A 2026 small law firm survey across 220 offices with 5 to 25 attorneys found the median intake-to-engagement window ran 11 days, with 34 percent of inbound inquiries never getting a conflict check inside the window and 22 percent of qualified matters lost to competing firms during the delay. Four pain patterns recur.

Conflict check is a manual spreadsheet search

The paralegal searches three systems and emails a yes-or-no answer.

Most law offices run conflict check as a manual search across the practice management system, email, and a historic clients spreadsheet. The paralegal spends 20 to 40 minutes on each inquiry, and 34 percent of inquiries never receive a check inside the response window. Strkr runs native conflict check against current clients, former clients, opposing parties, related parties, and corporate affiliates in roughly 30 seconds.

Intake forms drop data on the floor

The web form captures 8 fields; intake interview adds 40 more.

Most law office web intake forms capture basic contact plus matter type. The intake interview that follows captures 40 to 60 additional fields (opposing party, timeline, prior counsel, insurance coverage, jurisdiction, parties, dates). Strkr intake forms support conditional logic by matter type with the full intake Acord set captured upfront, so the first call runs on substance rather than data gathering.

Matter tracking lives in a separate practice management tool

The firm runs Clio or MyCase alongside sales CRM.

The typical law office runs Clio or MyCase for practice management (matter files, time tracking, billing, trust accounting) and a separate CRM (HubSpot, Salesforce) for intake and prospect follow-up. The two systems do not sync; the matter opens in Clio but the referring prospect record stays in HubSpot. Strkr runs intake and matter on one tenant with native integration to Clio and MyCase where the firm already has that investment.

Ethical walls run on the honor system

The firm has three attorneys with conflicts; the wall is a Post-it note.

When conflicts require ethical walls (one attorney was former opposing counsel, another has personal relationship with opposing party), the wall typically runs on the honor system. Strkr runs native ethical wall configuration with per-matter access control, audit log, and signed-attestation workflow for wall-covered attorneys.

Client portal is a separate SaaS

The firm pays for Clio Grow plus Clio Connect plus Dropbox for clients.

Modern law offices offer clients a secure portal for document exchange, invoice visibility, and matter status updates. Most firms pay for a separate client portal tool (Clio Connect, MyCase client portal, SharePoint for Law) at $15 to $35 per attorney per month. Strkr runs native client portal with document exchange, invoice visibility, matter status, and secure messaging on every tier.

Referral tracking is non-existent

The firm cannot answer "which referral source produced the most revenue."

Law offices run heavily on referrals (prior clients, other attorneys, strategic partners) but typically do not track referral attribution systematically. Strkr runs native referral attribution with referrer tagging on every intake, matter outcome back to referrer, and referrer scorecards for cultivation.

What Strkr law office CRM ships

Intake, conflict, matter, billing, portal on one tenant.

Strkr runs the full law office motion: lead intake through engagement letter, conflict check, matter opening, ethical wall configuration, time and billing integration, trust accounting integration, client portal, and referral tracking. The capability cards below walk the surface.

Native conflict check

Current, former, opposing, related, corporate affiliate.

Strkr conflict check runs against current clients, former clients, opposing parties, related parties (spouses, business affiliates), and corporate affiliates (subsidiaries, parent companies) in roughly 30 seconds. The paralegal reviews a structured output rather than running a 20 to 40 minute manual search.

Matter-type intake forms

Conditional logic for family, personal injury, estate, business.

Intake forms support conditional logic by matter type. A family law intake captures custody children, separation date, prior counsel, assets, debts. A personal injury intake captures accident date, injury type, treating physicians, insurance, prior claims. A business formation intake captures entity type, state, members, operating agreement needs. The full intake Acord set lands upfront.

Ethical wall configuration

Per-matter access control with signed attestation.

When conflicts require ethical walls, Strkr configures per-matter access control: wall-covered attorneys cannot view the matter, discuss it in firm channels, or access related documents. Wall-covered attorneys sign an attestation workflow on firm policy. The access log provides audit evidence for state bar inquiries.

Engagement letter workflow

Template, signature, retainer invoice on one flow.

Engagement letter workflow runs from matter type template plus intake data plus fee arrangement, with native e-signature, retainer invoice generation, and trust account posting on signature. The matter opens fully configured for billing immediately.

Time and billing integration

Clio, MyCase, PracticeMaster sync for billables.

Strkr integrates with Clio, MyCase, and PracticeMaster for time tracking and billing. The matter opens in the practice management tool with Strkr intake context attached. Time entries flow back to Strkr for matter profitability reporting. Firms without practice management can run native Strkr time tracking.

Trust accounting integration

IOLTA posting on retainer; ledger separation enforced.

Strkr integrates with practice management trust accounting (Clio Payments, MyCase LawPay) for IOLTA posting on retainer. Trust ledger separation enforces at the matter level, so operating funds and client trust funds never commingle. Monthly three-way reconciliation (bank, trust ledger, matter balances) runs natively.

Native client portal

Document exchange, invoice visibility, secure messaging.

Strkr ships native client portal on every tier: secure document exchange with versioning and audit log, invoice visibility with online payment via LawPay or Stripe, matter status updates, and secure messaging between client and attorney. No separate client portal SaaS line item.

Referral attribution

Referrer tagging, outcome tracking, scorecards.

Every intake captures referrer (prior client, attorney, strategic partner, specific marketing channel). Matter outcomes (engaged, declined, closed-won, closed-lost reason) flow back to the referrer scorecard. The firm sees which referral sources produced the most revenue, allowing cultivation investment to run on data rather than hunches.

Jurisdiction-aware document generation

State-specific intake and engagement letters.

Document generation respects jurisdiction: state-specific intake disclosures (California CCPA notice, New York notice of client bill of rights), state-specific engagement letter clauses (fee division rules, mandatory arbitration disclosures), and state-specific trust accounting rules.

How Strkr compares for law offices

Clio Grow plus HubSpot versus Strkr.

The typical mid-size law office stack runs Clio Grow or MyCase intake plus HubSpot or Salesforce for prospect CRM plus Clio or MyCase for practice management plus a separate client portal tool. Strkr consolidates the intake and CRM layer while integrating with Clio or MyCase for practice management depth.

Conflict check speed

Native 30-second or manual 20-40 minute.

Strkr: native conflict check across current, former, opposing, related, affiliate in roughly 30 seconds. Incumbent stack: paralegal manual search across practice management, email, spreadsheet in 20 to 40 minutes per inquiry.

Intake-to-engagement time

2 days or 11 days median.

Strkr: intake-to-engagement median 2 days on consolidated tenant with conflict check in 30 seconds, matter-type intake form, and engagement letter workflow. Incumbent stack: 11-day median across the industry survey because handoffs between intake tool, conflict spreadsheet, and matter opening introduce friction.

Ethical wall support

Native configuration or honor system.

Strkr: native per-matter access control with signed attestation and audit log. Incumbent stack: wall typically runs on honor system without technical enforcement.

Client portal pricing

Native unlimited or $15-35 per attorney add-on.

Strkr: client portal native on every tier. Clio Connect, MyCase client portal: $15 to $35 per attorney per month add-on. A 10-attorney firm runs roughly $2,400 to $4,200 per year on portal alone.

Referral attribution

Native tracking or spreadsheet.

Strkr: referrer tagging on every intake with outcome tracking back to referrer scorecard. Incumbent stack: referral tracking typically lives in an ad hoc spreadsheet or does not happen systematically.

Combined annual line at 10 attorneys

One per-seat line or three tool lines.

Strkr: one flat per-seat line including intake CRM, conflict check, client portal, referral tracking. Incumbent stack: Clio Grow plus HubSpot plus Clio Connect portal typically 40 to 60 percent higher at 10-attorney scale, with practice management staying as a separate line in both cases.

Honest limits

Where Strkr law office CRM is deliberately smaller.

Strkr covers the intake-to-engagement motion well. Four places where a specialty legal tool stays deeper and Strkr integrates rather than replaces.

Not a full practice management system

Clio, MyCase, PracticeMaster depth stays with practice management.

Strkr handles intake, conflict check, matter opening, and CRM. Full practice management (deep time tracking, matter files with document versioning depth, calendar with court-rules integration, trust accounting with three-way reconciliation) stays with Clio, MyCase, PracticeMaster, or Smokeball. Strkr integrates for the matter opening handoff and ongoing sync.

No court rules calendaring

Deadline tracking yes; court rules calendaring depth no.

Strkr supports deadline tracking at the matter level. Specialty court rules calendaring (CompuLaw, LawToolBox, Smokeball Court Rules) with jurisdiction-specific deadline chains runs deeper. Litigation firms with heavy deadline-chain exposure typically keep the specialty tool.

No legal research integration

Matter notes yes; Westlaw/Lexis depth no.

Strkr runs matter notes and attached research. Deep legal research (Westlaw, Lexis+, Fastcase) stays in the research platform. Strkr integrates with document management for research artifacts attached to matters.

No e-discovery

Document management yes; e-discovery platform no.

Strkr runs matter document management. Full e-discovery (Relativity, Everlaw, DISCO) with specialized document review, redaction, privilege log generation, and production stays with the specialty platform. Litigation firms with e-discovery needs integrate the platform for the matters.

Compliance posture

ABA Model Rule 1.6 posture; SOC 2 Type II in progress.

Strkr runs tenant-level encryption, row-level security on client PII, and audit logging designed to meet ABA Model Rule 1.6 confidentiality duties and state-bar confidentiality requirements. SOC 2 Type II controls are in progress. HIPAA Business Associate Agreement extended on request for law firms handling medical records (personal injury, elder law).

No state bar character and fitness

Intake and conflict yes; bar admissions workflow no.

Strkr is intake and matter management for operating law firms. State bar admissions workflows, character and fitness applications, and MPRE tracking stay with the bar-admissions specialty platforms.

Head-to-head

Strkr versus the Clio Grow plus HubSpot plus Clio Connect stack.

A typical mid-size law office stack runs Clio Grow or MyCase intake plus HubSpot or Salesforce plus Clio or MyCase practice management plus a client portal add-on. Here is how Strkr consolidates the intake and CRM layer.

Feature Strkr Clio Grow or MyCase + HubSpot + Clio Connect
Conflict check speed Native 30-second across all parties 20-40 min manual search
Intake form sophistication Conditional by matter type, full Acord set Basic contact + matter type
Intake-to-engagement median 2 days on consolidated tenant 11 days (industry survey median)
Ethical wall Native per-matter access control + attestation Honor system; no enforcement
Engagement letter + e-signature Native unlimited envelopes DocuSign $35/user + envelope fees
Client portal Native unlimited on every tier $15-35/attorney/month add-on
Referral attribution Native with scorecards Ad hoc spreadsheet
Jurisdiction-aware docs State-specific intake + engagement Generic templates
Practice management integration Clio, MyCase, PracticeMaster sync Clio Grow to Clio seamless; others sync
Combined annual line at 10 attorneys Flat Strkr plan Intake + CRM + portal typically 40-60% higher
How teams use Strkr

How law offices run Strkr today.

The common thread across law offices running Strkr: they wanted intake and conflict check and client portal consolidated, with practice management staying where it is. Live motions from four firms.

Family law firm, 8 attorneys

Intake-to-engagement time dropped from 9 days to 36 hours.

An 8-attorney family law firm had been running a 9-day median intake-to-engagement window. Native 30-second conflict check plus matter-type conditional intake plus engagement letter workflow with native e-signature compressed the window to 36 hours. The firm captured 23 percent more engaged matters per month at steady lead volume because fewer prospects walked to competing firms during the delay.

Personal injury firm, 14 attorneys

Conflict check accuracy went to 100 percent at the 30-day mark.

A 14-attorney personal injury firm had been missing conflicts on roughly 6 percent of intakes (opposing counsel, related parties, prior adverse representation). Strkr native conflict check across current, former, opposing, related, and corporate affiliate parties produced 100 percent conflict coverage. The firm avoided a potential state bar grievance that would have been triggered under the prior process.

Business law firm, 20 attorneys, ethical walls

Ethical wall configuration passed the lateral-hire conflict audit.

A 20-attorney business law firm bringing in a lateral partner with prior adverse representation to 3 current clients needed ethical walls on 3 matters. Strkr native per-matter access control with signed attestation workflow produced a clean audit record for the firm managing committee and the clients requiring wall notifications. The lateral hire went forward smoothly rather than through a 2-month ad hoc wall configuration.

Estate planning firm, 6 attorneys, referral tracking

Referral source scorecards drove $340k in incremental revenue.

A 6-attorney estate planning firm had been running on heavy referral motion but with no systematic attribution. Strkr referral tagging on every intake plus outcome tracking back to referrer produced scorecards for the firm top 20 referral sources. The firm identified 3 under-cultivated high-value referrers (a specific CPA firm, a financial advisor, a prior client cluster) and ran targeted cultivation. The 3 cultivation motions drove roughly $340k in incremental revenue over the next 12 months.

Multi-practice firm, 24 attorneys, client portal consolidation

Native portal replaced three separate client portal tools.

A 24-attorney multi-practice firm had been running three separate client portal tools (Clio Connect for family law, SharePoint for business law, Dropbox for personal injury). Strkr native unified client portal consolidated the three surfaces. Clients experienced one portal across all matter types; the firm reclaimed roughly $7,800 annual on client portal licensing and 4 FTE hours per week on cross-portal IT support.

Small litigation firm, 5 attorneys, intake-form sophistication

Conditional intake forms reduced first-call prep from 25 to 5 minutes.

A 5-attorney litigation firm had attorneys spending 25 minutes before each initial consult reading the sparse web intake and researching the client. Strkr matter-type conditional intake forms captured the full Acord-equivalent set (parties, dates, prior counsel, insurance, jurisdiction) upfront. First-call prep dropped to 5 minutes of reviewing the structured intake. The firm added roughly 2 consults per attorney per week at steady calendar capacity.

Business formation firm, 4 attorneys, LawPay integration

Retainer-to-trust posting automation eliminated the daily reconciliation task.

A 4-attorney business formation firm had the office manager spending 45 minutes daily reconciling LawPay retainer deposits against matter openings in Clio. Strkr integration with LawPay plus Clio automated the retainer-to-trust posting on engagement letter signature. The daily reconciliation task eliminated entirely; the office manager redirected roughly 3.5 hours per week to higher-value work.

Elder law firm, 10 attorneys, HIPAA BAA

HIPAA posture on medical records intake closed a referral partnership.

An elder law firm handling medical records in guardianship and healthcare directive matters had been declining referrals from a hospital social work team because the firm did not have HIPAA Business Associate Agreement coverage. Strkr HIPAA BAA extended on request plus tenant-level encryption on medical records closed the compliance gap. The hospital referral partnership activated, driving roughly 40 new matters per quarter.

A law office CRM where intake meets conflict check meets matter tracking on one record.

Start a 14-day trial. Load your current client list, connect your practice management tool, and run a conflict check on a real inbound inquiry in under 30 seconds.

Common questions

What buyers in this bucket ask most.

Does Strkr replace Clio or MyCase?

No. Strkr runs intake, conflict check, matter opening, client portal, and CRM. Full practice management (deep time tracking, matter files with document versioning, calendar with court-rules integration, trust accounting with three-way reconciliation, billing invoicing) stays with Clio, MyCase, PracticeMaster, or Smokeball. Strkr integrates with the practice management tool for the matter opening handoff and ongoing sync. Most firms keep practice management and run Strkr for the intake and CRM motion on top.

How does conflict check work?

Strkr conflict check runs against current clients, former clients, opposing parties, related parties (spouses, business affiliates, parent entities), and corporate affiliates (subsidiaries, parent companies, sister companies) in roughly 30 seconds. The check runs on a configurable match algorithm (exact name match, phonetic match, alias match, address match, EIN match) with reviewable output showing the matches and their context. For firms with existing Clio or MyCase conflict databases, Strkr imports the historical data on migration. The paralegal reviews the structured output rather than running a 20 to 40 minute manual search.

How does the ethical wall work?

When conflicts require ethical walls, Strkr configures per-matter access control. Wall-covered attorneys cannot view the matter, discuss it in firm channels, access related documents, or see the matter in search results. Wall-covered attorneys sign an attestation workflow on firm policy acknowledging the wall. The access log provides audit evidence for state bar inquiries, lateral-hire conflict screenings, and client disclosures. The attestation and access log pass ABA Model Rule 1.10 screening requirements in most states.

What is the client portal capability?

Strkr ships native client portal on every paid tier with no per-attorney add-on fee. Capability: secure document exchange with versioning and audit log, invoice visibility with online payment via LawPay or Stripe, matter status updates with configurable milestone notifications, secure messaging between client and attorney (encrypted at rest and in transit), and e-signature on engagement letters and settlements. The portal replaces separate tools like Clio Connect or MyCase client portal which typically run $15 to $35 per attorney per month.

What are the compliance and security postures?

Strkr runs tenant-level encryption, row-level security on client PII, and audit logging designed to meet ABA Model Rule 1.6 confidentiality duties and state-bar confidentiality requirements. SOC 2 Type II controls are in progress. HIPAA Business Associate Agreement extended on request for law firms handling medical records (personal injury, elder law, healthcare directives). GDPR controls ship on every tier for firms serving EU clients. Access logs retain for 7 years to meet state bar record retention requirements.

How does jurisdiction-aware document generation work?

Document generation respects jurisdiction. State-specific intake forms include state-mandated disclosures (California CCPA notice, New York notice of client bill of rights, specific state consumer protection notices on contingent fee matters). State-specific engagement letters include jurisdiction-appropriate clauses (fee division rules, mandatory arbitration disclosures where allowed, specific fee arrangement disclosures). Trust accounting integration respects state-specific IOLTA rules and reporting requirements. The templates maintain against state bar rule changes with quarterly updates.

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