The CRM that respects privilege, tracks matters, and does not pretend a deal is a case.
Legal services work runs on intake, conflict checks, engagements, matters, and billing with privilege threading through every record. Strkr ships a CRM shaped for that reality with Strkr AI drafting that stays inside matter scope and never leaks across clients.
A generic sales CRM assumes a linear funnel from prospect to closed-won. Legal services does not work that way. The engagement lifecycle is intake, conflict, engagement, matter, billing, and resolution, with court deadlines and bar-rule compliance woven through every touchpoint. The pain points below are what Strkr onboarding hears on every intake call with a legal services firm, from a 12-attorney boutique to a 240-attorney regional practice.
Matter is not a deal
A seven-stage sales pipeline does not model matter work.
A legal matter runs intake, conflict check, engagement, active work, billing, and resolution. The lifecycle has hard 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 (fixed, hourly, contingency, hybrid).
Conflict check latency
Three days to clear a conflict is three days too long.
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. The latency between intake and conflict clear can run three days, during which the prospect calls two more firms. Strkr runs an automated conflict check against the full matter history on intake, flags potential conflicts with context, and routes the edge cases to the managing partner for same-day sign-off.
Engagement letter chase
Chasing signatures through email threads.
A mid-size legal services firm sends 240 to 480 engagement letters per year. 40 percent come back signed on first ask. 40 percent need a follow-up. 20 percent need three or more. The partner spends 14 hours per month on signature chase. Strkr tracks engagement letter status as a workflow with reminder cadence at days 7, 14, and 21, and Strkr AI drafts the follow-up in a professional voice.
Time tracker disconnect
The CRM does not know the billable hours.
Legal services firms run time trackers (Clio, Smokeball, MyCase, PracticePanther, Bill4Time, TimeSolv) 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.
Privilege and confidentiality
AI drafting without leaking matter detail.
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 and per attorney.
Bar rule compliance
ABA Rule 1.6 and state-bar record requirements.
State-bar rules require records of client communication, matter work, and billing. A firm malpractice carrier audit examines the records. A CRM that cannot produce a complete 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 retention tunable per tenant to the bar-rule-required ceiling.
The legal services schema
Objects shaped like legal work.
The default CRM schema does not map to legal services. Strkr ships a tunable legal services schema with Client, Matter, Conflict Check, Engagement Letter, Billable Entry, Court Deadline, and Trust Account Entry as first-class objects. The managing partner can rename or extend anything. The default lands close to where most firms eventually settle after a 90-day customization sprint on a generic tool.
A client in Strkr carries entity type (individual, LLC, corporation, trust, estate, nonprofit, government), representation history (matters opened, matters closed), conflict status against the firm history, and relationship tier. The schema drives the conflict check scope and the AI retrieval scope automatically.
Matter object
Type, lifecycle gate, fee structure, deadline.
A matter ties to the client and defines matter type, lifecycle gate (intake, conflict, engagement, active, billing, resolution), fee structure (fixed, hourly, contingency, hybrid), court deadlines, and primary attorney. The matter drives the billable entry workflow and the court deadline cadence.
Conflict check object
Parties, prior representation, flag reason, resolution.
A conflict check runs on matter intake against the full firm client history. The object captures opposing parties, prior representation, flagged overlaps, and resolution (clear, conflict, waiver obtained). Managing partner signs off on edge cases before the matter advances.
Engagement letter object
Scope, fee, status, signature date.
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 where applicable. The letter workflow drives the automated chase cadence at days 7, 14, and 21 with AI-drafted follow-up copy.
Billable entry object
Time, task, matter, billing status.
A billable entry ties to the matter and the attorney with time logged at tenth-of-hour granularity, task description, billing status (billable, non-billable, write-off, pending review), and client-visible description. Billable entries pull from the time tracker through the standard webhook spec.
Court deadline object
Jurisdiction, filing type, response date.
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 and the attorney calendar.
Trust account entry
IOLTA, deposit, draw, reconciliation.
A trust account entry ties to the matter and the client with deposit source, draw purpose, and reconciliation status. Trust accounting rules vary by state. Strkr ships default per-state rules and alerts the firm when a draw would breach the trust balance for a matter. The reconciliation report runs monthly.
How Strkr AI drafts in an attorney voice
The AI jobs that fit legal services.
A legal services firm cannot ship AI-drafted communication that reads like a chatbot. Clients expect precise, matter-specific, and privilege-aware copy. Strkr AI drafts in the voice of the primary attorney with privilege-scoped retrieval. The jobs below show up inside the first two weeks of every legal services deployment.
Intake summary draft
From a 45-minute intake call to a one-page memo.
After an intake call Strkr AI drafts a one-page intake memo with client identification, matter type, requested scope, conflict flags, fee discussion, and next steps. The attorney reviews and tunes two paragraphs before sending to the managing partner for conflict check routing. The draft lands grounded in the call summary and the client card.
Engagement letter draft
Scope paragraph in the firm voice.
Strkr AI drafts the engagement letter scope paragraph from the matter type, fee structure, and prior-matter scope. The attorney reviews and tunes two sentences before sending. The draft lands in the firm voice because Strkr AI learns the tone from the first 20 letters the firm approves.
Client status update
The weekly or monthly touchpoint.
For active matters Strkr AI drafts a weekly or monthly status email summarizing recent work, outstanding items, next steps, and billing status. The attorney approves and sends to a batch of matters in one pass. The draft stays strictly scoped to the client and the matter.
For litigation matters Strkr AI drafts discovery requests (document requests, interrogatories, deposition notices) from the case theory and the matter record. The attorney reviews and tunes before filing. The draft stays scoped to the matter without leaking across the firm book.
Settlement demand letter
The pre-litigation or pre-trial demand.
Strkr AI drafts settlement demand letters with case summary, liability theory, damages calculation, and settlement range. The attorney tunes the tone (reasonable, aggressive, firm) and sends. The draft pulls from the matter record and the damages worksheet.
Invoice narrative
The billable work description per invoice line.
For hourly matters the invoice line item description matters for client review. Strkr AI drafts narrative descriptions from the billable entries that read professionally without exposing privileged detail inappropriate for the invoice document. The attorney reviews before the invoice sends.
Court filing summary
The pre-read for the partner review.
For court filings Strkr AI drafts a one-page summary for the review partner with filing type, legal theory, procedural posture, and key authorities cited. The review partner reviews the filing against the summary before sign-off. The summary pulls from the filing draft and the matter record.
Matter triage view
The pipeline that flips to deadline sort during trial season.
Strkr's pipeline view ships with a matter triage mode that flips the primary sort from intake date to next court deadline. For litigation practices during trial season the partner sees the full book of matters ranked by filing deadline, discovery deadline, and trial date. The cards below are what the triage view surfaces.
Deadline sort
The next 30 days of filings on top.
The triage view ranks every matter by next court deadline. The top of the list is the 24 matters with filings due in the next 30 days. The partner can filter to an attorney, matter type (litigation, transactional, estate), or court to focus a work session.
For litigation matters the discovery schedule drives the attorney calendar. Document request deadlines, deposition notice deadlines, expert disclosure deadlines land on the matter card with reminder cadence. The attorney sees the next discovery deadline on the triage view without opening the matter.
Trial readiness
Thirty days, 60 days, 90 days from trial.
Matters near trial surface in a dedicated readiness view with 90-day, 60-day, and 30-day checklists (motion in limine deadline, witness list, exhibit list, trial brief, voir dire preparation). The partner sees readiness status across the trial calendar for the next quarter.
Conflict queue
New matters pending conflict clear.
New matters pending conflict check surface in a dedicated queue. The managing partner batch-reviews the flagged overlaps and clears or waivers each. The conflict clear release updates the matter card lifecycle gate to engagement in progress.
Billing readiness
Matters with pending billable entries.
A separate triage view shows matters with pending billable entries awaiting review before invoice generation. The attorney reviews and approves the entries, which pass to the time tracker and the invoice workflow through the webhook spec.
Retention and closed matters
Matters closed in the last 24 months.
Closed matters stay in the system with the bar-rule-required retention period. Strkr's audit log captures the full record for malpractice carrier review and bar-rule compliance. The closed matter view surfaces matters for potential re-engagement outreach.
Head-to-head
Strkr vs a legal practice management tool for client workflow.
Most legal services firms run a legal practice management tool (Clio, MyCase, PracticePanther, Smokeball, Rocket Matter) for billing and matter management plus a generic CRM retrofit for client relationship work. The comparison below is Strkr's legal services posture versus that two-tool stack.
Feature
Strkr
Legal practice tool plus generic CRM
Matter as a first-class object
Yes with lifecycle gates.
Yes in practice tool, no in CRM.
Conflict check automation
Built in with managing-partner routing.
Manual query against practice tool.
Engagement letter workflow
Built in with chase cadence.
Email with no reminders.
Billable hours context on CRM card
Yes via webhook from time tracker.
Separate login to the practice tool.
AI drafting with privilege scoped retrieval
Scope locked to matter and client.
Not available or scope not configurable.
Court deadline calendar
First-class deadline object.
Separate calendar or spreadsheet.
Trust accounting entries
First-class with per-state rules.
Practice tool only.
Audit log for bar-rule compliance
Record read and write with retention.
Partial record write only.
Tool count for one client view
One.
Two with sync friction.
Price per attorney
Flat $29 to $119 per user per month.
Combined $70 to $240 per month per attorney.
How teams use Strkr
Five legal services playbooks.
The playbooks below are the patterns Strkr's onboarding team sees on legal services deployments, from a 12-attorney boutique to a 240-attorney regional firm.
Pattern A
The 14-attorney litigation boutique.
A 14-attorney litigation boutique in Atlanta ran Clio for matter and billing plus HubSpot for intake and client communication. The managing partner wanted one tool for client relationship work. Strkr onboarding ran a 22-business-day migration. Clio stayed as the time tracker and billing source. HubSpot got replaced. The intake-to-engagement workflow landed in week one. The managing partner saved 14 hours per month on signature chase and context-switching between tools.
Pattern B
The 48-attorney transactional practice.
A 48-attorney transactional practice in Boston ran Smokeball plus Salesforce with four AppExchange add-ons. The CFO ran the numbers on the combined stack cost. Strkr onboarding ran a 28-business-day migration. Smokeball stayed. Salesforce closed. Monthly tool spend dropped 68 percent. The engagement letter workflow landed with a transactional-specific library of 24 scope templates.
Pattern C
The 90-attorney regional firm.
A 90-attorney regional firm with offices in three cities ran MyCase plus a bespoke Salesforce build. The firm wanted a single pane of glass for the managing partner across the three offices. Strkr onboarding configured the role model with office-based visibility, the matter triage view with cross-office roll-up, and the engagement letter workflow with office-specific templates. The managing partner cockpit landed in week four.
Pattern D
The 180-attorney multi-practice firm.
A 180-attorney multi-practice firm (litigation, transactional, estate, family, immigration) ran PracticePanther plus a legacy on-premise CRM. Strkr onboarding ran a 42-business-day migration with practice-specific matter templates, conflict check routing per practice, and privilege-scoped AI retrieval. The firm cut the on-premise CRM in month two. The AI drafting landed grounded in matter-specific context without cross-practice leak.
Pattern E
The in-house legal operations team.
A 32-person in-house legal operations team at a $4 billion technology company ran a bespoke Legal Tracker build plus a shared spreadsheet. The chief legal officer wanted a matter management and vendor relationship system in one view. Strkr onboarding configured the matter object for in-house work (contract review, employment matter, IP matter, regulatory matter), the vendor relationship book, and the matter spend tracking surface. Outside counsel bills now reconcile against matter budgets in real time.
Run legal services on a CRM shaped for privilege and matter work.
Book a 30 minute call. We will walk through the legal services schema, the conflict check workflow, the engagement letter cadence, and the privilege-scoped AI drafting with your actual practice areas and attorney structure.
Does Strkr integrate with Clio, MyCase, Smokeball, or PracticePanther?
Strkr integrates with every major legal practice management tool through the standard webhook spec with HMAC signing and a published OpenAPI spec. Billable hours, matter records, trust account entries, and invoice data flow bi-directionally. The integration is on your side, which keeps the data model clean. For a 48-attorney firm the setup takes an engineering sprint of two to three weeks. For a smaller boutique the direct webhook tie lands in a few hours.
How does Strkr handle attorney-client privilege and matter confidentiality?
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 (for example, allowing cross-matter retrieval within the estate planning practice group but blocking it across litigation matters). The audit log captures every AI call with retrieval scope captured, which gives the chief information officer a complete record for malpractice carrier review and bar-rule compliance.
What does Strkr cost compared to Clio Grow, LawPay CRM, or Litify?
Strkr prices flat per seat at $29 per user per month on Starter, $59 on Pro, and $119 on Scale with SSO, verified domains, and MFA. There is a 14-day trial on every tier. The Strkr AI add-on runs $49 per month per seat with 5,000 AI calls included (overage at $0.012 per call). Clio Grow runs around $69 to $99 per user. Litify runs on top of Salesforce at $200+ per user. For a 24-attorney firm on Pro with the AI add-on Strkr runs about $2,592 per month, a fraction of the legal-specific CRM tools built on top of Salesforce.
Does Strkr support SSO, MFA, and audit retention for bar-rule compliance?
Yes. SSO through SAML and OIDC is live on Scale through Clerk. Verified domains let the firm control which email domains authenticate against the tenant. MFA is live across every tier with TOTP and text-based verification. Audit retention runs tunable per tenant to the bar-rule-required ceiling (five years in most states, longer for probate and estate matters). HIPAA with BAA is available on request for firms with elder law or disability advocacy practice groups that touch protected health information.
Can Strkr handle contingency fee matters with running cost tracking?
Yes. The matter object supports contingency fee structures with running cost tracking (filing fees, expert witness fees, court reporter fees, investigator fees, deposition transcripts). The cost ledger ties to the matter and runs against a budget. Settlement or verdict triggers the fee calculation (contingency percentage against gross settlement, cost reimbursement, net to client). For plaintiffs-side litigation practices this is the make-or-break schema.
How does Strkr handle multi-jurisdiction practice with per-state bar rules?
The matter object carries jurisdiction and court fields that drive the deadline cadence, the required disclosure library, and the retention policy per state. Attorneys with multi-state admission can filter their work by jurisdiction. The engagement letter template library supports per-state variations (California requires certain written fee agreement disclosures, Texas requires certain conflict waiver language). The default template library covers the common 20 states with firm-specific additions supported.
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.
We use cookies.
Essential cookies keep the site working. If you accept, we also enable Google Analytics
so we can see which pages help and which don't. Reject to opt out entirely. Details in our
Privacy Policy.
