Manage clients, track cases, and organize documents with a customizable CRM tailored to your law firm's unique workflow.


Set up a CRM that fits how your law firm works. Add the views and features your team needs now, and adjust as your practice grows.
Connect case management systems, CRMs, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your law firm.
Empower your law firm with tailored access and secure tools. Create logins, user groups, and granular permissions for attorneys and staff—no dev needed.
Provide different access and dashboards for attorneys, paralegals, and admins—each sees only what they need for their role.
Provide different access and dashboards for attorneys, paralegals, and admins—each sees only what they need for their role.
Connect with tools like Make, Zapier, or N8N to automate routine legal tasks and reduce manual data entry.
Access your law firm CRM securely on desktop or mobile. All features work seamlessly on any device.
Let legal teams access the CRM with Google, email, or SSO for quick and secure entry—no IT help required.
Protect sensitive client data with SOC2 and GDPR compliance, plus fine-tuned access controls for law firms.
Let your team ask AI for client details, deadlines, or case status—right inside your CRM, powered by Softr’s built-in tools.
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.
Launch your law firm CRM in minutes with drag-and-drop blocks and pre-built legal templates.
Add features like case tracking, document storage, or intake forms as your firm’s needs evolve.
Start with a CRM, then add client portals or internal tools—all in one platform, no extra logins.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A CRM for law firm is a secure platform where attorneys and their teams manage client relationships, case information, communications, documents, and deadlines in one organized place. It streamlines your workflow by centralizing all client interactions and matter details, eliminating the need to juggle multiple emails or spreadsheets. This allows your firm to stay efficient, organized, and deliver a more professional experience to your clients.
Softr makes it straightforward to build a CRM tailored to your law firm's specific needs. You can connect your existing data sources—like Airtable, HubSpot, Notion, monday.com, SQL, and more—to create a centralized portal where attorneys and staff can log in, track case progress, manage contacts, assign tasks, and securely store documents, all in one place.
You don’t need to write any code. You can start from a template or create your own layout, control who has access to sensitive information, and brand the portal to fit your firm’s identity. It’s fast to set up, easy to maintain, and flexible enough to grow along with your caseload. Everything stays organized and looks polished for your team and clients alike.
You can build a wide variety of features in your CRM for law firm, depending on how your practice operates. Common features include:
\- User logins – so each attorney or staff member can securely access their cases and information
\- Custom dashboards – to show case status, client overviews, or billing summaries
\- Forms – for client intake, conflict checks, or gathering case details
\- File sharing – for uploading and downloading contracts, pleadings, or discovery documents
\- Search and filters – to quickly locate client records, documents, or case notes
\- Tables, lists, and detail views – to display tasks, deadlines, or appointment logs
\- Comments or status updates – to keep all case communication in one place
\- Charts – to visualize caseloads, billable hours, or matter milestones
\- Calendar view – for tracking court dates, meetings, and important deadlines
\- Permissions and roles – so only authorized users can access certain cases or information
Everything can be built using Softr’s drag-and-drop blocks, so you don’t need to code. If your firm’s needs change, updating the CRM is simple.
No coding is required. You can build your law firm's CRM entirely using Softr’s visual editor. From layout to permissions, everything can be customized to your needs without writing a single line of code.
Yes. You can manage multiple clients, cases, and legal teams within the same crm for law firm. Each user only sees the matters, documents, and client details assigned to them, based on their login and role. This is especially useful for law firms handling several cases or representing multiple clients at once.
Softr supports a wide range of data sources that are relevant to law firms. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also pull in information from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same crm for law firm and view them together—so, for example, your CRM could display both Airtable case records and HubSpot client contacts side by side. Most sources support real-time, two-way sync, so your crm always stays up-to-date.
Yes, Softr gives you full control over the user experience in your crm for law firm. You can customize the layout, navigation, and content to match your firm’s branding and legal workflows. Each page or block can be shown or hidden based on the user’s login, so attorneys and staff see only the information relevant to their cases and roles.
You can also set up different user roles, such as attorney, paralegal, or admin, and define exactly what each role can view or edit. For example, clients can be restricted to seeing only their own documents and updates, while legal staff can access and manage all case records. Personalized views let you filter information based on who’s logged in, keeping everything organized, secure, and tailored to your firm’s needs.
Yes, you can. You don’t need to import data from another system to start building your crm for law firm on Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates seamlessly with your application.
If you already have key data—like client lists or case files—in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in data from other sources. Either way, you’re in control of how your firm’s information is structured and displayed in your crm.
Yes, you can fully white-label your crm for law firm in Softr. You can use your law firm’s logo, brand colors, fonts, and a custom domain to make the CRM feel like an integrated part of your practice. You can also remove all Softr branding, so attorneys and staff see only your law firm’s identity throughout the system.
Absolutely. Softr gives you extensive control over the design and layout of your crm for law firm. You can adjust colors, fonts, spacing, and page structure to match your firm's branding. You can also tailor how each page is organized, choose which blocks go where, and set what different roles (such as partners, associates, or paralegals) see when they log in.
To display your legal data, you can use several types of blocks:
\- Table blocks – to show structured data like case lists, client records, or billing status
\- List or Card blocks – to highlight matters, contacts, or firm resources
\- Detail View – to focus on a single record, such as a case summary or client file
\- Forms – for intake, time entry, or collecting client information
\- Charts – to visualize workloads or billable hours
\- Calendar blocks – for court dates, deadlines, or appointments
If you want to update your content or design later, it’s easy to make changes directly in the visual builder.
Softr is designed with legal data security in mind. All information in your crm for law firm is encrypted both in transit (TLS) and at rest, and your CRM is hosted on secure infrastructure. You have full control over access—set up role-based permissions, manage user access through your data source, set visibility rules, and apply restrictions to protect sensitive case or client data across your entire system.
If you connect to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data; it displays it in real time based on your permissions. You maintain ownership and control of your firm’s information.
Softr also follows best practices for authentication, access control, and monitoring—helping you keep confidential legal data safe.
You can get started for free. Softr’s Free plan lets you publish one crm for law firm app with up to 10 users and 2 user groups, supporting major data sources like Softr Databases, Airtable, and Google Sheets.
If your firm requires more user seats or advanced features, you can explore the paid plans for additional capacity and capabilities: <http://softr.io/pricing>
Softr stands out by making it simple to build fully functional, user-facing apps like a crm for law firm—without needing coding skills or developers. You can rapidly go from an idea to an operational CRM, and it connects smoothly with your existing data sources.
Unlike other no-code tools focused on mobile or that are tailored for developers, Softr is designed for legal professionals and staff who want full control over layout, user experience, and access permissions. Build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create a secure, branded environment for your team.
You can visually customize content, design, and user roles—plus, Softr includes features like forms, conditional logic, and API support, making it easy to launch a powerful CRM with everything you need.
Yes. Softr offers a variety of integrations so you can connect your crm for law firm to the rest of your legal tech stack. Sync with billing platforms, automate tasks using Zapier, Make, or N8N, and connect to other systems via REST API and webhooks.
Whether you need to update records in other platforms, trigger automatic reminders for court dates, or display information from other legal tools, you can integrate and automate workflows directly within your CRM, all without writing any code.