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




Customize an automated case management system with the exact intake steps and views your legal team needs. Add features as your process evolves.






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.
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.
Give partners, associates, and paralegals tailored dashboards, so each role sees only the case information and deadlines that matter to them.
Give partners, associates, and paralegals tailored dashboards, so each role sees only the case information and deadlines that matter to them.
Streamline your legal processes with Softr Workflows. Trigger native notifications for court deadlines or status changes to keep firm operations running smoothly.
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.
Use Google, email, or SSO logins to give your legal team fast, secure access to case data—no IT tickets or complex passwords needed.
Keep sensitive legal information safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your case management system.
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.

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

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

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




An automated case management system is a secure, digital hub where your project managers and legal or administrative teams can track complex cases, files, and deadlines. It centralizes all case-related documentation and activity, eliminating reliance on messy email threads or disconnected spreadsheets. This ensures that every stakeholder has real-time visibility into case progress, documents, and upcoming milestones, providing a more professional experience for both your staff and clients.
Softr is the first AI-native platform for building business software, making it ideal for creating an automated case management system tailored to your specific legal or administrative workflows. By describing your requirements to the AI Co-Builder, you can instantly generate a database of case files, progress trackers, and assignment logic that is secure and connected from the start.
You don't need to write a single line of code. You can begin with AI generation, a project management template, or build from the ground up. The system runs on Softr Databases—a high-performance relational database—or you can link existing case data from Airtable, Google Sheets, or HubSpot. You maintain total control over the case layout, granular viewing permissions, and custom branding, allowing your system to scale as your caseload grows.
You can incorporate a variety of advanced features into your automated case management system to streamline your project management. A robust system typically combines interactive data blocks with AI efficiency:
- AI-Powered Intelligence – Use Ask AI to query case histories conversationally, or deploy Database AI Agents to automate initial case categorization or extract key dates from uploaded legal documents.
- Vibe Coding Blocks – Create custom UI components, such as a localized legal deadline counter or a specialized case-progress timeline, using the AI Code block to build exactly what your workflow demands.
- Softr Workflows – Set up native automations, like an automatic notification system that alerts a lawyer when a case status changes to "Under Review" or moves to a new milestone.
- User Portals & Logins – Securely manage access so junior associates, lead partners, and external clients only see the specific cases or sensitive documents they are authorized to view.
- Forms & Data Collection – Standardize case intake with custom forms, secure document uploads, and conditional fields based on case type.
- Dashboards & Charts – Visualize case distribution, billable hours, or success rates with real-time charts and summaries.
- Lists & Advanced Filtering – Navigate your workload with searchable tables, kanban boards for case stages, and deep-dive record views.
Everything is assembled using drag-and-drop blocks, and if your firm's processes evolve, you can update the logic or design in minutes.
Vibe coding focuses on speed and using AI to materialize your vision without technical friction. You can "vibe code" an automated case management system in Softr by simply telling the AI Co-Builder how your cases should be structured and who needs access. Softr then generates a fully functional app with a secure, stable architecture.
Unlike experimental tools that produce messy, unmanaged code, Softr handles the complex infrastructure—like client authentication, case data encryption, and role-based access—natively. This provides the speed of rapid AI generation without the risk of managing raw code. You describe the case flow, Softr builds the system, and it is ready for your project team to use immediately.
Yes. You can manage multiple service lines, departments, or client groups within a single system. Because Softr uses advanced permissions, every user logs in to a view filtered specifically for them. This allows an agency or firm to run corporate law, personal injury, and family law cases all in one portal, ensuring that team members only interact with the data relevant to their assigned workload.
Absolutely. You do not need an existing database to start building. If you are starting fresh, you can utilize Softr Databases, which is integrated directly into the platform to handle relational data like linking 'Clients' to 'Specific Cases.'
If you do have data residing elsewhere—such as in Airtable, Google Sheets, or a CRM like HubSpot—you can easily connect those sources. Whether you build natively or sync external tools, you have complete authority over how your case records are structured and visualized for your team.
For an automated case management system, Softr Databases is the recommended choice. It offers the best performance for handling relational data and triggers instant automations, ensuring your case updates are reflected in real-time.
If your case data is already in another ecosystem, Softr supports over 17 external sources, including Airtable, Google Sheets, HubSpot, SmartSuite, and SQL. You can even combine sources—for example, pulling client billing from HubSpot while managing active case files within Softr Databases. Most connections support two-way sync, so updates made by a case manager in the app reflect in your backend source immediately.
Yes, Softr provides deep control over the user experience within your system. You can tailor the navigation and page layouts to match your firm's branding. Most importantly, you can set visibility rules so that every user has a personalized experience.
You can define roles such as 'Case Manager', 'Client', or 'Admin'. For instance, a client might only see their own case status and uploaded documents, while a Case Manager can see all cases assigned to their team, and an Admin has a bird's-eye view of all firm activity. This ensures sensitive litigation data stays confidential and the interface remains uncluttered for every user role.
Yes, you can fully white-label your automated case management system. By using your own company logo, custom domain (e.g., cases.yourfirm.com), and brand colors, the tool looks and feels like proprietary software. You can remove all Softr branding to ensure your clients and employees interact with a professional system that reflects your firm's identity.
Yes, Softr offers extensive flexibility regarding design. You can modify typography, spacing, and grid layouts to ensure the system is easy for your team to navigate. Depending on the needs of your project management flow, you can add various blocks:
- Table blocks – for high-level overviews of all active cases and their deadlines.
- List or Card blocks – to show attorney bios or visual project summaries.
- Detail View – to provide a comprehensive look at a single case file, including notes and attachments.
- Forms – to automate new case intakes or evidence submissions.
- Charts – to track case load distribution or time-to-resolution metrics.
- Calendar blocks – to visualize court dates, filing deadlines, and meetings.
Updating the layout is simple and can be done via the visual editor at any time without disrupting the data.
Security is a priority for automated case management. All information is encrypted via TLS in transit and at rest, and apps are hosted on enterprise-grade infrastructure. You maintain full control over data visibility by implementing role-based permissions and global restrictions that prevent unauthorized access to sensitive case records.
If you use Softr Databases, your data is stored in a secure, SOC 2 Type II compliant environment in Germany. If you link to external sources like SQL or Airtable, Softr acts as a secure interface, displaying data in real-time without storing it. This architecture ensures you satisfy compliance requirements while keeping your legal or administrative data protected.
It is a fully production-ready system. Unlike AI that produces loose code snippets, Softr builds your case management system on a robust foundation designed for business use.
We provide native handling of "Day Two" requirements—such as secure user login, database relationships, and granular access controls—so you don't have to manage them manually. This means you can generate your app with AI today and have your firm actually managing active cases and sensitive files by tomorrow, knowing the system is scalable and secure.
Softr is the first AI-native platform specifically optimized for business logic. While traditional no-code tools require you to manually build every link and page, and "vibe coding" tools often leave you with unmaintainable code, Softr's AI Co-Builder generates a secure, structured app in minutes.
You enjoy a hybrid advantage: the speed of AI generation combined with the reliability of built-in business features like authentication, permissions, and professional hosting. It is the fastest path for non-technical managers to move from a case management concept to a deployed, production-grade tool.
Yes, your system can be fully integrated with your existing software stack. Softr supports native workflows to automate repetitive project management tasks, as well as integrations with tools like Stripe for billing and Intercom for client communication.
Through Softr Workflows, REST API, or webhooks, you can trigger actions—such as sending a Slack message when a new case is opened or syncing data with specialized legal software. You can design these sophisticated automations without writing any code, ensuring your automated case management system talks perfectly to the rest of your business.
Describe what you need. Softr's AI builds your custom legal management tool in minutes.