Build a CRM software for lawyers in minutes
Track cases, manage leads, and view billing in an AI-powered CRM built with AI to fit your firm's specific legal practice workflow.
Tailor your CRM software for lawyers to your needs
Customize your CRM software for lawyers with the exact case views and intake steps your team needs. Add features as your practice evolves.
Lead and case tracking
Secure document management
Automated appointment booking
Client communication portal
Legal billing and payments
AI matter summaries
Bring all your matter data together in real time
Connect spreadsheets, legal databases, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your firm.
Custom access for every firm. Built-in security.
Give each associate and partner the right tools and access. Set up secure logins and granular permissions—no dev work or IT support required.
Advanced permissions
Give different associates, paralegals, and partners tailored dashboards, so each role sees just the case details they need to manage.
User groups
Give different associates, paralegals, and partners tailored dashboards, so each role sees just the case details they need to manage.
Automations
Streamline your legal processes with Softr Workflows. Trigger native automations for appointment reminders or status updates whenever matter data changes.
Works on any device
Access and update your CRM software for lawyers from the courtroom or on the go. All legal tools are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your legal team fast, secure access to case files—no IT tickets needed.
Security
Keep client and firm data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your case database.
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.
Easy, fast setup
Build your CRM software for lawyers in minutes with AI—no manual case management setup needed.
Consolidate your stack
Add features like matter summaries, document portals, or billing as your firm grows—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals and dashboards—all in one place, with no extra tools.
Generate a custom CRM software for lawyers with AI
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.
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.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your CRM software for lawyers
Describe what your firm needs. Softr's AI builds your custom legal tool in minutes.