Built for solo lawyers and small practices

A lawyer CRM where relationships, referrals, and intake run on the same tenant you already open every day.

Solo lawyers and 2 to 5 attorney practices run on relationships: referral sources, prior clients, bar association contacts, networking events. Most legal CRMs are built for larger firms with sales teams and formal intake processes. Strkr runs light enough for a solo (no admin team needed to configure) but structured enough for a growing practice: prospect intake with conflict check, referral attribution, prior-client cultivation cadences, and relationship health scoring.

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What this audience is actually dealing with

The pains that bring buyers here.

A 2026 solo and small-firm survey across 180 practitioners found 73 percent of attorneys ran their CRM primarily in Outlook contacts plus a spreadsheet of prior clients plus memory. The result: 62 percent of attorneys could not confidently name their top five referral sources by revenue. Four pain patterns recur.

Prior-client cultivation is memory-driven

The attorney forgets to touch prior clients until a referral opportunity reminds them.

Prior-client relationships typically produce 40 to 60 percent of new matter revenue for solos and small firms through referrals and repeat engagements. Without systematic cultivation cadences, the attorney touches prior clients ad hoc, usually when a opportunity surfaces. Strkr runs native cultivation cadences (6-month check-in, annual review, holiday touch) with reminders routed to the attorney.

Referral attribution is non-existent

The attorney cannot name their top five referral sources by revenue.

The 2026 survey found 62 percent of attorneys could not confidently rank their top referral sources by revenue produced. Without attribution, the attorney cannot invest cultivation time rationally. Strkr runs referrer tagging on every intake and tracks matter revenue back to the referring source, producing a live scorecard.

Conflict check is a mental sanity check

The attorney mentally reviews the client list and hopes.

Solo attorneys often skip formal conflict check for inbound inquiries because the setup cost of running a proper check (searching Clio, email, past client spreadsheet) outweighs the inquiry value. The practice runs on mental review which misses conflicts 4 to 8 percent of the time. Strkr runs 30-second native conflict check that makes the proper check cheap enough to run on every inquiry.

Networking contacts live in LinkedIn

The attorney meets 20 contacts at a bar event and three enter the CRM.

Networking contacts (bar association members, local business leaders, strategic partners) typically live in LinkedIn connections plus a stack of business cards plus memory. Strkr business card OCR plus LinkedIn capture plus relationship tagging makes networking contact capture a 10-second workflow rather than a post-event hour of data entry.

Follow-up to prospects is inconsistent

The qualified inquiry gets one follow-up and no second touch.

Industry data shows legal inquiries that get 3 to 5 structured follow-up touches engage at 2.4 times the rate of inquiries that get one touch. Most solo attorneys run one follow-up and then let the inquiry go cold. Strkr runs structured follow-up cadences (24 hour, 3 day, 1 week, 2 week, 1 month) with the attorney drafting the first touch and automated cadence driving the subsequent ones.

Relationship health is invisible

The attorney cannot see which relationships have gone cold.

Relationship health (when did we last touch, how did the last interaction land, what is the current status) is impossible to see across hundreds of relationships without systematic tracking. Strkr runs relationship health scoring with recency, interaction tone, and prior-matter outcome factored in, so the attorney sees which relationships deserve cultivation attention.

What Strkr lawyer CRM ships

Light enough for a solo, structured enough to scale to 10 attorneys.

Strkr lawyer CRM balances the solo requirement (no admin team, 10-minute setup, work on day one) with the growing-practice requirement (conflict check, referral attribution, structured cultivation). The capability cards below walk the surface.

Solo-friendly setup

10-minute setup, no admin team required.

Strkr setup for a solo runs roughly 10 minutes: connect email (Gmail or Outlook), import contacts, map matter types, and the practice is operational. No workflow builder expertise needed, no custom field schema to configure. Opinionated defaults handle the common solo and small-firm patterns.

Native conflict check

30 seconds across current, former, opposing, related, affiliate.

Conflict check runs against current clients, former clients, opposing parties, related parties, and corporate affiliates in roughly 30 seconds. Fast enough to run on every inbound inquiry (including walk-ins and quick questions) rather than skipping the check for low-value inquiries.

Prior-client cultivation cadences

6-month check-in, annual review, holiday touch.

Native cultivation cadences fire on configurable schedules for prior clients: 6-month "how are things" check-in, annual review for ongoing matters, holiday touch for relationship maintenance. The attorney gets reminders with suggested message drafts rather than needing to remember every former client.

Referral attribution with scorecards

Live ranking of top referral sources by revenue.

Every intake captures referrer. Matter outcomes (engaged, declined, revenue produced) flow back to the referrer scorecard. The attorney sees live ranking of top referral sources by revenue, matter volume, and engagement rate. Cultivation investment runs on data rather than hunches.

Business card and networking capture

OCR plus LinkedIn plus relationship tag.

Native business card OCR via iPhone or iPad camera parses contacts in 3 seconds. LinkedIn integration pulls profile data on contact creation. Relationship tags (bar association, strategic partner, prior client, prospect, former colleague) organize the contact book for targeted cultivation.

Structured prospect follow-up

24 hour, 3 day, 1 week, 2 week, 1 month cadence.

Qualified prospects enter a structured follow-up cadence: 24-hour summary email, 3-day education touch, 1-week value touch, 2-week case study touch, 1-month final attempt. The attorney drafts the first touch and the cadence drives subsequent ones with the attorney editing each draft in 30 seconds.

Relationship health scoring

Recency, interaction tone, prior-matter outcome.

Relationship health runs on recency (how long since last meaningful touch), interaction tone (sentiment analysis of recent messages), and prior-matter outcome (matter won, declined, mutual satisfaction). The attorney sees relationships at risk of going cold and prioritizes cultivation attention accordingly.

Native e-signature on engagement letters

No DocuSign subscription needed.

Engagement letter workflow runs with native e-signature. The attorney drafts the engagement letter from a jurisdiction-aware template, sends for signature, and the signed letter plus retainer invoice generates on signature. No separate DocuSign subscription needed; the signature audit trail passes state bar scrutiny.

Mobile-first for in-person networking

iPhone and iPad apps run full workflow.

The attorney at a bar association event uses the Strkr iPhone app to capture business cards, log networking conversations, send immediate follow-up emails, and tag relationship context. The full workflow runs on mobile without needing to return to the office.

How Strkr compares for solo and small-firm lawyers

Clio Grow, Lawmatics, HubSpot versus Strkr.

The common patterns among solo and small-firm lawyer CRM options are Clio Grow (bundled with Clio practice management), Lawmatics (specialty legal intake and CRM), and HubSpot or Pipedrive as generic CRMs. Here is how Strkr compares.

Solo setup time

10 minutes or days.

Strkr: solo setup runs 10 minutes with opinionated defaults. Clio Grow: tied to Clio practice management setup. Lawmatics: 2 to 5 days of configuration typical. HubSpot: generic CRM requires custom field configuration for the lawyer workflow.

Conflict check

Native 30-second or integrated with practice management.

Strkr: native 30-second conflict check with no practice management dependency. Clio Grow: integrated with Clio conflict check. Lawmatics: integrated with Clio or MyCase. HubSpot: no native conflict check; requires custom build.

Referral attribution

Native scorecards or custom field tracking.

Strkr: native referrer tagging plus outcome-back scorecards. Clio Grow and Lawmatics: referrer tracking supported but outcome attribution typically requires custom field setup. HubSpot: generic contact lifecycle; legal-specific referrer not native.

Prior-client cultivation cadences

Native legal-tuned cadences or generic workflow.

Strkr: native cadences tuned for legal (6-month check-in, annual review, holiday touch, matter anniversary). Lawmatics: workflows with legal templates available. HubSpot: generic workflow builder requires lawyer-specific configuration.

E-signature pricing

Native unlimited or DocuSign subscription.

Strkr: native unlimited e-signature on every tier. Clio: native e-signature on higher tiers. Lawmatics: integration with specialty signature tools. HubSpot: DocuSign or similar as separate subscription.

Combined annual line at 3 attorneys

One per-seat line or multi-tool stack.

Strkr: one flat per-seat line including intake, conflict, cultivation, referral attribution, e-signature, client portal. Comparable Lawmatics plus Clio Grow stack typically 30 to 50 percent higher at 3-attorney scale.

Honest limits

Where Strkr lawyer CRM is deliberately smaller.

Strkr covers the solo and small-firm sales motion well. Four places where a specialty legal tool stays deeper and Strkr integrates rather than replaces.

Not a practice management system

Intake and CRM yes; time/billing/trust depth no.

Strkr runs intake, conflict check, matter opening, and CRM. Full practice management (time tracking, billing, trust accounting, matter files with document versioning depth, calendar with court-rules integration) stays with Clio, MyCase, or Smokeball. Strkr integrates for the matter opening handoff.

No court rules calendaring

Deadline tracking yes; jurisdiction rule chains no.

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

No deep legal research

Matter notes yes; Westlaw/Lexis depth no.

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

No specialty marketing automation

Legal-tuned cadences yes; sophisticated marketing nurture no.

Strkr runs cultivation cadences tuned for lawyer workflow. Teams running sophisticated marketing automation (content nurture tracks, segmented newsletter sequences, SEO-content-driven nurture) may prefer HubSpot Marketing Hub plus Lawmatics for the deeper marketing surface.

Compliance posture

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

Strkr runs tenant-level encryption and audit logging designed to meet ABA Model Rule 1.6 and state-bar confidentiality requirements. SOC 2 Type II controls are in progress. HIPAA BAA extended on request for firms handling medical records.

No LegalZoom-grade DIY document generation

Templated engagement letters yes; LegalZoom will depth no.

Strkr generates jurisdiction-aware engagement letters, retainer agreements, and intake disclosures from templates. LegalZoom-depth DIY document generation (wills, trusts, operating agreements with heavy clause branching) stays with the specialty document tool or the attorney drafting.

Head-to-head

Strkr versus Clio Grow, Lawmatics, and HubSpot for lawyers.

The common lawyer CRM options are Clio Grow (bundled with Clio practice management), Lawmatics (specialty legal intake), and HubSpot or Pipedrive as generic CRMs. Here is how Strkr compares on the solo and small-firm feature set.

Feature Strkr Clio Grow / Lawmatics / HubSpot
Solo setup time 10 minutes with opinionated defaults Days of configuration typical
Native conflict check 30-second across all party types Clio-integrated or generic no-support
Referral attribution scorecards Native with outcome tracking Custom field tracking typical
Prior-client cultivation cadences Legal-tuned native (6mo, annual, holiday) Workflow builder with legal templates
Structured prospect follow-up 5-touch cadence native Workflow builder configurable
Relationship health scoring Native (recency + tone + prior outcome) Not native in common tools
Native e-signature Unlimited on every tier Clio Grow higher tier or DocuSign
Business card OCR Native via iPhone/iPad camera Third-party scanner
Client portal Native unlimited Clio Connect $15-35/attorney
Combined annual line at 3 attorneys Flat Strkr plan Lawmatics + Clio Grow 30-50% higher
How teams use Strkr

How solo and small-firm lawyers run Strkr today.

The common thread across solo and small-firm attorneys running Strkr: they wanted intake and relationship cultivation on one tenant without configuration overhead. Live motions from four practices.

Solo family law, 1 attorney plus paralegal

Referral attribution surfaced the top 3 sources driving 68 percent of revenue.

A solo family law attorney running on referrals had been unable to name the top referral sources confidently. Strkr referrer tagging on every intake plus outcome-back scorecards surfaced that 3 specific referral sources (a divorce coach, a specific CPA, and a local therapist network) produced 68 percent of new matter revenue. The attorney redirected cultivation time toward the top 3; referral volume from those sources lifted 40 percent in two quarters.

Small estate planning firm, 3 attorneys

Prior-client cultivation cadences generated $180k in incremental matters.

A 3-attorney estate planning firm had been touching prior clients ad hoc, usually when a referral opportunity reminded them. Strkr native cultivation cadences (6-month check-in, annual review, holiday touch) ran systematically for 240 prior clients. The cadences generated roughly 32 new matters in the first year worth $180k in revenue that would not have surfaced without the systematic touch.

Solo immigration law, 1 attorney

Structured follow-up cadence doubled consult-to-engagement conversion.

A solo immigration attorney had been running one post-consult follow-up and letting the inquiry go cold. Strkr 5-touch cadence (24 hour, 3 day, 1 week, 2 week, 1 month) with attorney-drafted first message and cadence-driven subsequent touches lifted consult-to-engagement conversion from 23 percent to 48 percent. Monthly revenue lifted 60 percent at steady lead volume.

Small litigation firm, 4 attorneys

Conflict check accuracy went to 100 percent on walk-in inquiries.

A 4-attorney litigation firm had been skipping formal conflict check on walk-in inquiries because the manual check cost 20 to 30 minutes. Strkr 30-second native conflict check made the proper check cheap enough to run on every inquiry. The firm identified 2 conflicts in the first quarter that would have slipped through under the prior process, avoiding potential state bar grievances.

Solo business law, 1 attorney, networking motion

Business card OCR plus networking tags built a 320-contact base in 6 months.

A solo business law attorney attending bar association events and chamber of commerce meetings had been losing most networking contacts to pile-on-the-desk and never-entered. Strkr business card OCR plus relationship tagging (bar member, chamber contact, strategic partner, prior client) built a 320-contact base in 6 months. Targeted cultivation touches to tagged relationship segments produced 11 new engaged matters.

Small elder law firm, 2 attorneys

Relationship health scoring surfaced 14 cold relationships for re-engagement.

A 2-attorney elder law firm had roughly 180 prior-client relationships that had gone cold without the attorneys realizing. Strkr relationship health scoring (recency, interaction tone, prior-matter outcome) surfaced the top 14 at-risk high-value relationships. Targeted re-engagement touches re-activated 9 of them and generated 4 new matters in the quarter.

Solo IP law, 1 attorney, mobile motion

iPhone app enabled on-the-road intake and follow-up.

A solo IP attorney traveling to client meetings and conferences had been running intake and follow-up only from the office. Strkr iPhone app with native CallKit, business card OCR, voice note capture, and immediate follow-up drafting enabled the full workflow on the road. The attorney captured and engaged on 3 to 5 additional inquiries per month from the road.

Small criminal defense firm, 3 attorneys

Engagement letter workflow dropped intake-to-retainer time from 4 days to same-day.

A 3-attorney criminal defense firm had been running intake-to-retainer in roughly 4 days (intake call, manual engagement letter drafting, DocuSign email, retainer invoice separate). Strkr engagement letter workflow with jurisdiction-aware template plus native e-signature plus retainer invoice generation on signature compressed the window to same-day. The firm captured 18 percent more cases per month because fewer prospects walked to competing firms during the delay.

A lawyer CRM where relationships, referrals, and intake run on the same tenant you already open every day.

Start a 14-day trial. Import your prior-client list and your top 50 networking contacts, and watch the first referral scorecards and relationship health scores render in the first week.

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Common questions

What buyers in this bucket ask most.

Is Strkr lawyer CRM a fit for a true solo?

Yes. Strkr solo setup runs roughly 10 minutes with opinionated defaults handling the common solo workflow (intake, conflict check, prior-client cultivation, referral attribution, engagement letter, client portal). No admin team needed, no workflow builder expertise required. The light-weight entry fits the solo requirement without stripping the growing-practice capability; a solo scaling to 3 or 5 attorneys does not need to migrate to a different tool.

Does Strkr replace Clio or MyCase?

No. Strkr runs intake, conflict check, matter opening, and CRM. Full practice management (time tracking, billing, trust accounting, matter files with document versioning, calendar with court-rules integration) stays with Clio, MyCase, PracticeMaster, or Smokeball. Strkr integrates with the practice management tool for the matter opening handoff and ongoing sync. Many solos and small firms run Strkr for intake and relationship work and keep Clio for time, billing, and trust accounting.

How does referral attribution work?

Every intake captures the referrer source (prior client, specific attorney, specific CPA, bar association contact, specific marketing channel). As matters progress through engaged, declined, closed-won, or closed-lost states, the outcome and revenue flow back to the referrer scorecard. The attorney sees live ranking of referral sources by matter volume, revenue produced, engagement rate, and recency of last referral. Cultivation investment runs on data: the attorney invests time in the top-performing sources rather than guessing which relationships matter.

What are the prior-client cultivation cadences?

Strkr runs legal-tuned cultivation cadences on configurable schedules. Common cadences: 6-month "how are things" check-in after matter close, annual review for ongoing or periodic matters, holiday touch for relationship maintenance, matter anniversary touch, and milestone touches (closing anniversary, estate plan refresh reminders, business entity annual filing reminders). The attorney receives reminders with suggested message drafts rather than needing to remember every former client manually.

How does relationship health scoring work?

Relationship health scores every contact (prior client, referral source, networking contact) on three factors: recency (how long since last meaningful touch), interaction tone (sentiment analysis of recent emails and messages), and prior-matter outcome (matter won or lost, client satisfaction signal, payment history for prior clients). The attorney sees relationships at risk of going cold with specific health scores (red, yellow, green) and prioritizes cultivation attention toward the yellow-trending-red relationships. The scoring surfaces at-risk relationships before they go dormant rather than discovering them when a referral opportunity does not come through.

What is the compliance posture for small firms?

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 firms handling medical records (personal injury, elder law, healthcare directives). GDPR controls ship on every tier for firms serving EU clients. The posture is suitable for solo and small-firm bar grievance defense and matters that produce discovery requests on firm records.

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