Secure legal documents and manage case files in an AI-powered system built with AI you customize to fit your firm's complex workflows.




Customize a system with specific views for attorneys and clients. Add blocks like file uploads and approvals only when your process requires it.





Connect spreadsheets, legal CRMs, and cloud storage with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your law firm.
Give each attorney and client the right access in a branded portal. Set up secure logins, practice groups, and file permissions in minutes.
Access legal files on the go. Softr apps are mobile-ready by default, letting attorneys review documents in court via a downloadable PWA.
Access legal files on the go. Softr apps are mobile-ready by default, letting attorneys review documents in court via a downloadable PWA.
Build native automations to handle client notifications, status updates, and document approval alerts whenever a case file is modified.
Provide separate logins for partners, associates, and clients, ensuring each user group sees only their relevant matters and deadlines.
Apply rules for different legal roles. Customize who can view or edit specific case files and what actions they can take at a granular level.
Protect sensitive client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations for legal compliance.
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 file sharing system for law firms in minutes with AI—no complex configuration or coding required.

Add features like matter onboarding, internal approvals, or AI summaries as your legal cases evolve.

Start with file sharing, then add client portals, dashboards, or intake forms—all in one place without new tools.
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.




A file sharing system for law firms is a secure, centralized digital environment where legal professionals, paralegals, and clients can exchange sensitive documents like contracts, deposition transcripts, and case filings. It replaces insecure email attachments and bulky physical couriers with a controlled space for case collaboration. This ensures that your firm remains organized, maintains a clear audit trail, and provides a professional, high-end experience for your clients and partners.
Softr is the first AI-native platform for building specialized business software. It allows you to create a secure document management system that aligns perfectly with your firm's specific practice areas. You can describe your unique legal workflows to the AI Co-Builder to instantly generate a structured database for case files, client-facing folders, and document approval logic—all pre-configured with the necessary security protocols.
You don't need any technical expertise to build it. Whether you start with the AI Co-Builder, a legal template, or from scratch, everything is powered by Softr Databases or your existing tools like Airtable and Google Sheets. You gain full control over granular permissions—ensuring attorney-client privilege is protected at the software level—while maintaining a branded interface that professionalizes your firm's digital presence.
Your document management system can include a variety of specialized legal features by mixing standard functional blocks with AI-driven capabilities:
- AI-Powered Intelligence – Use Ask AI to let attorneys query thousands of pages of discovery documents conversationally, or set up Database AI Agents to automatically summarize long legal briefs or extract key dates from contracts.
- Vibe Coding Blocks – Create custom UI components, such as a redacted document viewer or a specialized litigation timeline, using the AI Code block to "vibe code" exactly what your practice requires.
- Softr Workflows – Build automated legal notifications that alert staff when a new discovery file is uploaded or when an e-signature is completed.
- Secure Client Portals – Manage access so clients can only view their specific case folders, discovery sets, and billing statements.
- Forms & Intake – Use custom forms with file upload fields for client onboarding or evidence submission, complete with conditional logic to route files to the right associate.
- Case Dashboards – Track document review progress and case deadlines with real-time charts and status summaries.
- Advanced Filtering – Organize massive document sets using searchable tables, project-based Kanban boards, and categorized record views for easy retrieval.
Since everything is built using drag-and-drop blocks, you can refine these features as your firm grows without hiring a developer.
Vibe coding allows your firm to move from a concept to a functional document management system in minutes using AI. You can "vibe code" your system by simply describing your firm's document structure and security requirements to the AI Co-Builder. Softr then generates a structured legal app on a foundations that is secure and enterprise-ready.
Unlike general-purpose AI coding tools that produce standalone, difficult-to-maintain files, Softr handles the critical infrastructure like user authentication, document hierarchy, and SOC 2-compliant security layers natively. You provide the vision (the "vibe"), and Softr builds a robust platform ready for handling confidential legal data immediately.
Yes. You can manage multiple practice areas—such as Real Estate, Family Law, and Litigation—within a single document portal. By utilizing role-based permissions, you can ensure that an associate in the family law department never sees sensitive corporate litigation files, and clients only ever have access to the specific legal matters relevant to them.
Yes, you can. You do not need an existing database to start building your file sharing system. If you're starting from scratch, Softr Databases is built directly into the platform to store your metadata, file links, and case information securely and efficiently.
If your firm already uses tools like Airtable, Google Sheets, or SQL databases to track matters, you can easily connect those as your backend. You also have the option to use the REST API to pull document data from other legal tech software. Regardless of the source, you have complete control over how your files are organized and displayed to your team.
Softr Databases is our native, high-performance relational source, perfect for legal apps because it offers instant triggers and localized data hosting. This ensures a fast experience for attorneys who need to access case files in the courtroom.
If your firm's data lives elsewhere, Softr connects to over 17 external sources including HubSpot, Airtable, and Google Sheets. You can even combine sources—for example, pulling client contact info from HubSpot while storing case evidence in Softr Databases. Most sources offer real-time, two-way sync, ensuring your document statuses are always up to date across all systems.
Yes, Softr gives you granular control over the legal document experience. You can customize the dashboard, folder navigation, and file categories to match your firm's specific workflow. Every individual block or page can be hidden or shown based on the logged-in user's role—ensuring total confidentiality.
You can set up sophisticated roles—such as Partner, Associate, Paralegal, and Client—and define exactly who is allowed to download, edit, or simply view files. For example, a client might have 'View Only' access to a draft contract, while a Partner has 'Delete' permissions. This creates a secure, clean, and highly professional digital environment for all parties.
Yes, you can fully white-label your document management system. You can incorporate your firm’s logo, specific brand colors, and professional fonts, and host the entire system on a custom domain (e.g., portal.yourlawfirm.com). By removing all Softr branding, you provide a seamless, high-trust experience that reinforces your firm's brand identity every time a client logs in to share a file.
Yes, Softr offers extensive flexibility to design a layout that mirrors your firm’s professional standards. You can modify colors, typography, and page structures to ensure the tool feels like an internal firm resource. You have the power to decide which files are featured and how different roles interact with the interface.
To organize your legal documents, you can utilize various blocks:
- Table blocks – for structured case indices or motion tracking
- List or Card blocks – for visualizing different practice areas or client profiles
- Detail View – for deep dives into specific case files or evidence logs
- Forms – for secure intake and document submission
- Charts – for visualizing case load and billable hours
- Calendar blocks – for tracking court dates and filing deadlines
Updates can be made instantly in the visual builder as your firm's needs evolve.
Professional security is at the core of Softr. All data is encrypted in transit and at rest, and apps are hosted on world-class secure infrastructure. You retain total control over data visibility; you can set up strict role-based access to protect attorney-client privilege and manage all user permissions directly within your data source.
If you use Softr Databases, your data is hosted in Europe (Germany) with SOC 2 Type II compliance. For firms using external sources like SQL or Airtable, Softr acts as a secure presentation layer, displaying your documents in real-time without storing the underlying file content on our servers. We follow the highest industry standards for access control and monitoring to ensure your firm's data remains protected.
Yes, it is fully production-ready from day one. Unlike basic AI tools that produce unmanaged code, Softr builds your document management system on a stable, enterprise-grade architecture.
We provide the essential 'heavy lifting'—including secure logins, file permissions, and data hosting—as native features. This eliminates the risk of using fragile, custom scripts for sensitive legal work. You get an AI-generated app that is scalable, secure, and professional enough to be shared with your top-tier clients immediately.
Softr is the first AI-native platform designed for business software rather than just simple websites. While traditional tools require weeks of configuration and 'vibe coding' tools create raw code that is hard to secure, Softr's AI Co-Builder generates a secure, structured legal database and user interface simultaneously.
It offers a unique hybrid advantage: the speed of AI generation paired with the reliability of built-in business logic like granular user roles and SOC 2 security. It is built for legal firms that need to move from prototype to a secure, functioning document management system without needing a technical department.
Yes. Softr supports robust native workflows and extensive integrations to ensure your document system communicates with your entire legal stack. You can automate internal notifications using Softr Workflows or integrate with Stripe for retainer payments and Intercom for client support. Softr also supports webhooks and REST APIs for complex legal tech integrations.
Whether you need to trigger a conflict check process or sync client data from dedicated legal CRM software, you can build these automated connections into your portal without writing a single line of code.
Describe what you need. Softr's AI builds your legal document management system in minutes with no code needed.