Legal work is intake-driven, conflict-aware, matter-organized, and privilege-sensitive. Strkr ships a CRM shaped around matters, conflict checks, engagement letters, billable context, and court deadlines with AI drafting that respects attorney-client privilege.
A general-purpose CRM treats legal work like sales work. The real lifecycle for a legal practice is intake, conflict check, engagement, matter, billing, resolution, and either renewal or close. Privilege and matter confidentiality thread through every stage. The pain points below are what Strkr onboarding hears on every intake call with a legal practice, from the solo practitioner to the 180-attorney regional firm.
A legal matter runs from intake, through conflict check, engagement signing, active work, billing, and resolution or renewal. The lifecycle has gates (conflict clear, engagement signed, retainer paid) that are not sales stages. Strkr models matter as a first-class object with lifecycle gates, matter type (litigation, transactional, estate, family, immigration, corporate, criminal, administrative), and billing structure.
Every new matter requires a conflict check against the full client history across the firm. Partners spend 2 to 6 hours per week running conflict checks manually. Strkr runs an automated conflict check against the full matter history on intake, flags potential conflicts with context, and requires managing-partner sign-off on edge cases before the matter advances to engagement.
A mid-size firm sends 180 to 400 engagement letters per year. 40 percent come back signed on the first ask. 40 percent need a follow-up. 20 percent need three or more. The partner spends 11 hours per month on signature chase. Strkr tracks engagement letter status as a workflow with reminders at days 7, 14, and 21, with Strkr AI drafting follow-ups in a professional voice.
Law firms run time trackers (Clio, Smokeball, MyCase, PracticePanther, bill4time) that know hours per matter. The CRM usually does not. The result is a partner review where the attorney cannot see this matter has absorbed 180 billable hours against a $42,000 fee cap. Strkr exposes the time tracker tie through the standard webhook spec with HMAC signing and prints hours used versus budget on the matter card.
Attorney-client privilege is non-negotiable. AI drafting that pulls from other matters, other clients, or external sources risks privilege violation and malpractice exposure. Strkr AI runs with retrieval scope strictly scoped to the matter and the client, with cross-matter retrieval disabled by default. The admin can tune scope per matter type (tighten further for criminal defense, grand jury, government).
State-bar rules require records of client communication, matter work, and billing. A malpractice carrier audit examines the records. A CRM that cannot produce the full audit trail puts the carrier posture at risk. Strkr audit log captures every record read, record write, email send, document access, and AI call with 90-day default retention tunable per tenant to the bar-rule ceiling.
The default CRM schema does not map to legal work. Strkr ships a tunable law practice schema with Client, Matter, Conflict Check, Engagement Letter, Billable Entry, and Court Deadline as first-class objects. The managing partner can rename or extend anything. The default lands close to where most firms eventually settle.
A client carries entity type (individual, LLC, corporation, trust, estate, nonprofit, government), representation history (matters opened, matters closed), conflict status against firm history, and relationship tier. The schema drives the conflict check scope and the AI retrieval scope automatically.
A matter ties to the client and defines type (litigation, transactional, estate, family, immigration, corporate, criminal, administrative), lifecycle gate (intake, conflict, engagement, active, billing, resolution), fee structure (fixed, hourly, contingency, hybrid), court deadlines, and primary attorney. The matter drives billable entry workflow and deadline cadence.
A conflict check runs on intake against the full firm client history. The object captures opposing parties, prior representation, flagged client overlaps, and resolution (clear, conflict, waiver obtained). The managing partner signs off on edge cases before the matter advances.
An engagement letter ties to the matter and carries scope paragraph, fee structure, signature status (pending, signed, declined), signature date, and witness or notary status. The letter workflow drives automated chase (days 7, 14, 21) with AI-drafted follow-ups.
A billable entry ties to the matter and the attorney with time logged (tenth-of-hour granularity), task description, billing status (billable, non-billable, write-off, pending review), and client-visible description. Entries pull from the time tracker through the standard webhook spec.
Court deadlines tie to the matter and carry jurisdiction, court, filing type (complaint response, motion response, discovery response, appeal, judgment), response date, and reminder cadence. For litigation practices the deadline object drives the matter triage view.
Legal practice AI cannot sound like a chatbot and cannot leak privileged content. Strkr AI drafts in a professional attorney voice with retrieval scope strictly bound to the matter and the client. 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.
Strkr AI drafts the engagement letter scope paragraph from the client type, matter type, fee structure, and prior-matter scope at the firm. The partner reviews and tunes two sentences on average before sending. The draft lands in the firm voice because Strkr AI learns the tone from the first 20 approved letters.
After an intake call Strkr AI drafts the matter intake summary with client situation, legal issues identified, representation scope, fee quote range, and recommended next step. The intake coordinator routes to the attorney for engagement decision.
For active matters Strkr AI drafts a status update email summarizing recent work, upcoming deadlines, and open client decisions. The attorney reviews and sends. Status update cadence lifts from monthly to weekly because the draft removes the time cost.
Monthly invoice generation requires plain-English descriptions per billable entry. Strkr AI drafts the client-visible description from the attorney internal task note, which keeps privilege-sensitive internal detail off the invoice while giving the client clarity. The billing partner reviews before sending.
Before a court deadline Strkr AI drafts an internal prep note for the attorney with filing type, response requirements, prior related filings, and recommended work scope. The attorney uses the note to delegate task work to the associate team.
For retainer clients Strkr AI drafts a year-end representation review summarizing past-year matters, hours used versus budget, scope expansion opportunities, and recommended fee adjustment. The managing partner tunes and presents to the client in the renewal conversation.
For litigation-heavy practices the pipeline view flips to court deadline triage. For transactional practices it flips to matter closing timeline. The cards below show both patterns and the operations each surfaces.
The triage view ranks every matter by court deadline with the next 30 days surfaced on top. Each card shows deadline, response requirement, prior filing status, and attorney assignment. The litigation partner scans for intervention needed this week.
For transactional practices the view flips to matter closing timeline. The next 60 days of expected closings surface on top with transaction status, open client decisions, and attorney assignment. The deal partner uses the view to deploy associate capacity to active transactions.
Engagement letters outstanding past day 7 surface in a dedicated chase queue with the AI-drafted follow-up email ready to send. The intake coordinator works the queue weekly to close the engagement gap before matter work slips.
Fixed-fee and capped matters show hours used versus budget with projected over-run flag. A matter at 90 percent of hours in month two of a six-month engagement triggers an alert to the matter attorney. The attorney decides to scope back, request additional fee, or absorb.
For firms running IOLTA trust accounts Strkr tracks client funds held per matter versus billable use. The monitoring view surfaces matters where billable work has consumed trust funds and the client should be notified for replenishment per state-bar rules.
After a matter closes Strkr runs a retrospective capturing matter type, actual hours versus budget, scope changes, client sentiment on the closing survey, and operational notes. The retrospective feeds fee quote accuracy on the next similar matter type.
Most law firms try a general CRM once and bounce because the schema does not fit matter work. The comparison below is Strkr legal posture versus a generic sales CRM applied to the same firm.
| Feature | Strkr | Generic sales CRM for a law practice |
|---|---|---|
| Matter as first-class object | With lifecycle gate, type, fee structure. | Deal with manual lifecycle workaround. |
| Conflict check workflow | Automated against full firm history. | Manual Google Sheet process. |
| Engagement letter workflow | Built in with chase cadence. | Manual email with no reminders. |
| Time tracker integration | Clio, Smokeball, MyCase via webhooks. | Manual CSV import. |
| Court deadline tracking | First-class with jurisdiction. | Task with no court context. |
| Privilege-scoped AI retrieval | Matter and client bound by default. | Cross-record retrieval typical. |
| IOLTA trust tracking | Matter-level trust fund monitoring. | None. |
| Malpractice audit log | Record-read and record-write with retention. | Partial write-only typical. |
| HIPAA BAA for health law | Available on request. | Enterprise tier gate typical. |
| Monthly cost for 14 attorneys | $875 per month with 14-day trial. | $1,500 to $2,400 per month typical. |
The playbooks below are patterns Strkr onboarding sees across legal practice deployments.
A solo practitioner in Austin running a family law practice managed clients in a shared Google Sheet with manual email cadence. The attorney spent about 11 hours per week on administrative chase. Strkr onboarding ran a 10-business-day setup configuring the matter schema, engagement letter workflow, and AI-drafted status updates. The attorney reclaimed about 8 hours per week and took on 11 new matters in the first full quarter.
A 14-attorney boutique estate planning firm in Denver ran its client book across Clio and a shared Google Sheet. The partner spent about 11 hours per week on administrative chase. Strkr onboarding ran a 14-business-day migration with Clio staying as the production time tracker. The matter object, engagement letter workflow, and AI-drafted status updates landed on day one. The partner reclaimed about 8 hours per week.
A 42-attorney litigation firm ran Smokeball for time tracking, a custom Access database for conflict checks, and a tangle of Outlook calendars for court deadlines. Strkr onboarding ran a 24-business-day migration consolidating the conflict check, court deadline tracking, and matter management into Strkr with Smokeball staying for time tracking. Court deadline misses dropped from four to zero in the first six months.
An 85-attorney mid-size regional firm serving corporate, litigation, and transactional practice groups ran a legacy practice management system that had drifted over 14 years. Strkr onboarding ran a 32-business-day migration consolidating the firm onto Strkr with practice-group-specific pipeline configurations. Each practice group kept its own matter triage view while the managing partner retained a cross-firm cockpit.
A 32-attorney health law practice served medical practice clients, which brought protected health information into the matter detail. Strkr delivered the BAA on request and configured the AI retrieval scope to exclude PHI fields. The migration ran in 24 business days. The firm added seven new medical-group clients in the first full year on Strkr.
Book a 30 minute call. We will walk through the legal schema, the conflict check workflow, and the engagement letter cadence with your actual practice areas and attorney structure.
Strkr integrates with every major practice management and time-tracking tool through its REST and GraphQL API, outbound webhooks with HMAC signing, and the published OpenAPI spec. The typical setup pulls billable entries, matter work history, and client contact data into Strkr while the time-tracking tool stays as the production system. For Clio, Smokeball, MyCase, and PracticePanther the integration lands in an engineering sprint of one to two weeks. The result is bi-directional sync between the matter record and the practice management tool.
Strkr AI runs with retrieval scope strictly scoped to the matter and the client by default. Cross-matter retrieval is disabled unless the admin explicitly enables it for a matter type. The AI calls do not train on tenant data, and the audit log captures every call with timestamp, matter context, and user for malpractice posture review. For firms with heightened privilege requirements (criminal defense, grand jury, government matters) the scope can tighten further to exclude specific field types.
Yes. On matter intake Strkr runs an automated conflict check against the full firm client history across all matters, including closed matters and lapsed clients. Potential conflicts flag with context (prior representation details, opposing party overlaps, related matters) and route to the managing partner for sign-off on edge cases before the matter advances. The conflict check history logs to the audit log for malpractice carrier review.
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 25-attorney firm on Pro the monthly spend runs $1,475 for seats plus $49 for AI Enhancement if enabled. Clio Grow prices around $59 to $99 per user per month depending on tier. Lawmatics prices around $125 per user per month. Captorra runs similar. Strkr sits in the mid-range on seat price and adds a deeper AI capability, custom-object schema flexibility, and the open API posture.
Strkr tracks client funds held per matter in a trust fund monitoring view. The view surfaces matters where billable work has consumed trust funds and the client should be notified for replenishment per state-bar rules on trust fund notification. The actual trust account itself lives in the firm bank account and the practice management or accounting tool (Clio, Smokeball, QuickBooks). Strkr becomes the reporting and notification layer that keeps the attorney informed without jumping between systems.
Strkr is HIPAA compliant with a BAA available on request (relevant for health law practices), GDPR and CCPA compliant today, and SOC 2 Type II is in progress with target completion 2026-Q4. Integration tokens live in AWS KMS, platform credentials live in AWS Secrets Manager, and the audit log captures every record read and write with 90-day default retention tunable per tenant to the bar-rule ceiling. SSO (SAML and OIDC) is live on Scale tier through Clerk, MFA with TOTP and text-based verification is live, and Verified Domains are live on Scale.
Yes. Strkr integrates with SharePoint, Google Drive, Dropbox, iManage, and NetDocuments through the standard webhook spec. Engagement letters, matter documents, and client correspondence stay in the DMS as the system of record. Strkr pulls document metadata and search context into the matter record so the attorney can find the right document without jumping between systems. The DMS access permissions carry over to the Strkr view.
No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.
