Legal & Professional Services
Your intake shouldn't depend on who answers the phone.
Law firms run on expertise, but expertise doesn't scale. When client intake, case management, and matter progression depend on individual knowledge and manual handoffs, growth becomes painful.
The challenge isn't legal complexity—it's operational complexity. Different attorneys capture different information. Cases get stuck waiting for conflict checks. Follow-up falls through when partners get busy. New matters take too long to assign.
Stratum builds the operational infrastructure that lets expertise scale. Consistent intake. Clear handoffs. Visible case status. Proactive follow-up. The same rigor you apply to legal work, applied to how work flows through your firm.
Common Pain Points
Inconsistent Intake
Different information captured depending on who takes the call. Critical details missed. Qualification varies by person.
Slow Handoffs
Days between intake and conflict check. More days to assignment. Clients waiting while internal processes crawl.
Case Status Opacity
No one knows where a matter stands without asking. Partners ping associates. Associates dig through files.
Manual Document Assembly
Associates spending hours on documents that could be templatized. Inconsistent formatting across attorneys.
Dropped Follow-Up
Busy periods mean prospective clients don't hear back. Existing clients wait for updates. Referral sources feel ignored.
Tribal Knowledge
How things work lives in partners' heads. Associates learn by osmosis. Institutional knowledge walks out the door.
Mistakes We See Repeatedly
Operational Challenges in Legal
- —Attorney autonomy culture resistant to standardization
- —Ethical requirements constraining automation options
- —Legacy systems and processes deeply embedded
- —Client expectations for personalized service
- —Billing by hour creating disincentive for efficiency
- —Knowledge workers who don't see themselves as process-followers
The Transformation
Before
- -Intake quality depends on who answers
- -Conflict checks take days
- -Case status requires manual inquiry
- -Document prep is manual and inconsistent
- -Follow-up drops during busy periods
- -New attorneys take months to orient
After
- +Standardized intake capturing all required info
- +Same-day conflict checks with clear results
- +Real-time case status visible to all stakeholders
- +Automated document assembly with quality control
- +Systematic follow-up that doesn't depend on bandwidth
- +New attorneys productive in weeks with documented processes
This Is For You If...
This is for you if...
- +Firms with 5+ attorneys seeking operational consistency
- +Practices with high intake volume (50+ new matters monthly)
- +Legal teams preparing for growth or lateral hires
- +Firms wanting to offer 24/7 intake coverage
- +Organizations where partners' time is consumed by operational questions
- +Practices merging or acquiring where process standardization is critical
Where Stratum Helps
Intake Standardization
Consistent information capture, qualification scoring, and routing to appropriate practice areas.
Conflict Check Automation
Automated conflict screening with clear escalation paths for potential conflicts.
Matter Status Visibility
Real-time dashboards showing case progression, bottlenecks, and upcoming deadlines.
In Practice
Case Example
Mid-Size Personal Injury Firm
Situation
12 attorneys handling 300+ active cases. Intake team of 3 handling 150+ calls weekly.
The Problem
Intake-to-assignment averaged 3 days. 12% of qualified leads lost to slow follow-up. Partners spent 5+ hours weekly on case status updates.
What We Did
Built structured intake flow with instant qualification, same-day conflict check, and automated assignment. Added real-time case status dashboard.
Outcome
Intake-to-assignment dropped to 4 hours. Lost leads fell below 2%. Partners reclaimed 80% of status update time.
Typical Results
<4 hrs
Intake-to-Assignment
Down from 3 days
<2%
Lost Lead Rate
Down from 12%
-80%
Partner Admin Time
Status updates automated
Is This Right For You?
Ideal For
- +Firms with consistent intake volume
- +Practices ready to standardize without sacrificing quality
- +Legal teams where partners want to focus on law, not operations
- +Organizations planning growth or succession
Not Ideal For
- -Solo practitioners without intake volume
- -Firms where every attorney wants complete autonomy
- -Practices not ready to invest in operational change
How We Work With Legal
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