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.
Attorneys see everything. Paralegals see assigned clients. Admins manage user accounts. Audit logs show every change with timestamp and actor.
Client EINs, formation docs, operating agreements, and trust instruments stored with field-level AES-256-GCM encryption. Audit-ready, breach-resilient.
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.
Role-based access lets you wall off clients between attorneys. Audit logs capture every read and write. Field-level encryption on sensitive client data (EINs, registered agent credentials, account references). 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.