Project Management

Build automated case management system with AI

Track legal files and manage deadlines in an AI-powered system built with AI you customize to fit your firm's administrative workflow.

Screenshot of an automated case management system interface for legal teams, featuring a list of active cases, upcoming court deadlines, a document preview sidebar, and navigation links for client contacts.
automated case management system mobile ui
Loved by 1 million+ teams around the globe
Data Management

Unify your case and client data in real time

Connect evidence logs, court dates, and client files with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your legal business.

Explore all data sources
Power

Custom access for every team. Built-in security.

Give each attorney and clerk the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.

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Advanced permissions

Give partners, associates, and paralegals tailored dashboards, so each role sees only the case information and deadlines that matter to them.

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User groups

Give partners, associates, and paralegals tailored dashboards, so each role sees only the case information and deadlines that matter to them.

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Automations

Streamline your legal processes with Softr Workflows. Trigger native notifications for court deadlines or status changes to keep firm operations running smoothly.

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Works on any device

Access and update your case files from the courtroom or on the go. All automated case management tools are mobile-ready out of the box.

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Easy, secure logins

Use Google, email, or SSO logins to give your legal team fast, secure access to case data—no IT tickets or complex passwords needed.

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Security

Keep sensitive legal information safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your case management system.

Why Softr

Why Softr vs other software

No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.

UI screenshot of Softr drag-and-drop dashboard setup for building automated case management system

Easy, fast setup

Build your automated case management system in minutes with AI—no manual configuration or coding needed.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add features like automated summaries, document tracking, or billing as your firm grows—no rebuild needed.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Start with case tracking, then add client portals, dashboards, or intake forms—all in one place.

How it works

Generate a custom case management system in minutes

Co-build with AI

Simply describe what you need. Let Softr handle everything - Interface, database, workflows.

Iterate with AI or visually

Control most critical parts of your app yourself - roles, permissions, security.

Ship the same day

Invite team members or external clients and partners right away. No developer handover.

Customer Love

The go-to platform for business operations

Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.

Frequently asked questions

What is an automated case management system?
What are the benefits of building an automated case management system with Softr?
What types of features can I build into my automated case management system?
How can I "vibe code" an automated case management system with Softr?
Can I manage multiple case types or legal teams in the same automated case management system?
Can I use Softr if I don't already have my case data in another tool?
Which data sources does Softr support for case management?
Can I customize the user experience and case permissions?
Can I white-label my automated case management system in Softr, including using my own branding?
Can I customize the design and layout of my automated case management system?
How secure is my data in Softr apps?
Is the AI-generated automated case management system production-ready or just a prototype?
How is Softr different from other no-code tools for case management?
Can I automate workflows and integrate with other tools?

Related use cases

Build your automated case management system

Describe what you need. Softr's AI builds your custom legal management tool in minutes.