High-intent inquiries cool quickly
A prospective client who does not hear back may continue calling other firms.
Built for Law Firms
The CRM + predictive dialer for law firms.
Respond to inquiries, organize intake follow-up, and keep every consultation and referral next step visible—without turning your case system into a sales tool.
✓ CRM + dialer together✓ Direct founder onboarding✓ Consent context built in
S STRATON / LAW FIRMS
WORKSPACE READY
Priority queue
Next best actionCalling workspace
01
New intake inquiryNew lead · review now
READY02
Consultation follow-upNext action assigned
QUEUED03
Referral source callbackFollow-up queue
QUEUEDDialer
Ready
Contact record + script in view
⌕●⋯
The work is not the problem.
The handoffs are.
Law Firms teams do not need another disconnected tab. They need a system that makes the next call, next message, and next decision obvious.
Intake context gets fragmented
Call notes, forms, messages, and consultation status often live in separate places.
No-shows lack a recovery path
Missed consultations need a professional follow-up process with clear ownership.
The case system is not an intake engine
Practice management may begin after engagement, leaving the pre-client journey loosely managed.
One connected motion
From first signal to the next right action.
Straton brings capture, calling, follow-up, reporting, and consent context into the same operator workspace.
Capture the inquiry
Bring approved website, phone, referral, and imported records into one intake queue.
Qualify and assign
Route by practice area, source, urgency, or owner without making unsupported legal determinations.
Coordinate consultation follow-up
Use tasks, calls, SMS, and email according to firm policy, with the history kept together.
Handoff with clarity
Once retained, pass the appropriate record into the firm’s matter-management process.
Configured around law firms, not a generic demo account.
Start with the workflow your team already uses, then remove the gaps that slow response and hide ownership.
Practice-area routing
Separate intake workflows by matter type and intake team responsibility.
Consultation pipeline
Track scheduled, attended, follow-up, and handoff stages without using the CRM as the legal file.
Call + message history
Give authorized intake staff context before the next conversation.
Referral source tracking
Preserve where an inquiry came from so relationships can be managed deliberately.
No-show workflow
Assign respectful follow-up after a missed consultation rather than losing the inquiry.
Custom reporting
Review intake activity and stage movement using reports tailored to the firm’s process.
The one real client story
“
Our experience with them has been excellent from the very beginning. The dialer itself is incredibly powerful, and the comprehensive reporting system is one of its strongest features.
April also highlights personalized reports, patient explanations, and support that continued after her independent sales team went live.
April RoseSBC Telemarketing Manager — Independent sales team
Founding-customer advantage: direct access to the builder, white-glove workflow mapping, and hands-on launch support.
Law Firms FAQ
Questions worth asking before you switch.
No. Straton serves as the intake CRM, calling, and follow-up layer. A firm’s matter-management and document systems remain the appropriate home for legal work.
Yes. Pipelines, fields, ownership, and follow-up can be configured around the firm’s intake structure.
No. Straton organizes the workflow and information; the firm’s professionals make all legal and engagement decisions.
Yes. Consultation status and next actions can remain visible to the authorized intake team.
Founding customers work directly with the builder to map the pre-client workflow, fields, roles, and handoff.
Bring the messy version.
We’ll map the better one.
Show us how leads arrive, who calls, what follow-up looks like, and where the handoff breaks for your law firm.