You stand up Wyoming holdcos, Nevada DAPTs, and out-of-state LLCs every week. Then they go live and someone - usually a paralegal - has to keep them compliant. Strata G replaces the spreadsheet, the shared drive, and the “we'll figure that out later” with one firm-wide dashboard.
If you're running 25+ client entity stacks out of Excel and Dropbox, this is for you.
Six firm-grade capabilities. Built for the way asset protection work runs in real life.
Every client and every entity in one filterable view. Sort by attorney, by deadline, by state, by status. Instant answers when a client calls.
Each client logs into a portal with your firm's logo and colors. They see their entity map, download their own docs, and feel like they're with a serious firm.
Filing deadline alerts go to both sides. Your team sees the queue, the client sees their action items, and nobody points fingers when something's missed.
Every edit, upload, and governance action carries a timestamp and the person who made it. Staff roles with per-client scoping are on the roadmap.
Formation docs, operating agreements, and trust instruments filed by client entity. EINs and state portal credentials are encrypted at the field level.
Operating agreements, meeting minutes, intercompany agreements, and entity resolutions - pre-filled from client data. Standardize the firm's work product without rewriting from scratch.
50 entities, multi-client structure, dedicated account manager. Built for firms running asset protection work as a real practice line.
That's the design center of the firm tier. Paralegals see only their assigned clients, the queue is sorted by next deadline, and bulk actions handle the repetitive work. The dashboard tells you where everything stands without anyone composing a status report.
Each client gets a login that lands them on a portal with your firm's logo, colors, and contact info. They see their own entity map, their compliance calendar, and a document vault filtered to their structure. They can download their OAs and EIN letters without calling your office.
The Enterprise tier includes API access. We've built integrations or pilots with Clio, MyCase, and PracticePanther on request. We're not a billing platform - we're the entity-management layer that sits next to whatever you already use.
Each account sees only its own data, and every change is logged with a timestamp and actor. EINs and state portal credentials are encrypted at the field level. Per-attorney walls inside a firm and read logging are on the roadmap. The infrastructure assumes that what you're storing is privileged.
Yes. We offer migration support on the Enterprise tier - ship us your current spreadsheet and we'll structure the import. Most firms onboard their full client book in 2–3 weeks.
Book a 30-minute walkthrough with your paralegal team. We'll show you what the firm looks like when the spreadsheet finally goes away.