Track legal matters, manage documents, and schedule court dates in an AI-powered system built with AI to fit your firm's workflow.




Customize a free case management system that looks professional. Add tracking blocks, secure files, and calendar views as your cases evolve.






Connect client records, legal documents, and schedule data from multiple tools—or manage everything in Softr Databases. Create one source of truth for your legal team.
Give each attorney and clerk the right legal tools and access. Set up secure logins, user groups, and granular permissions—no IT support needed.
Give different associates and partners tailored access and dashboards, so each role sees only the case information they need.
Give different associates and partners tailored access and dashboards, so each role sees only the case information they need.
Streamline your legal processes with Softr Workflows. Trigger native automations for court date reminders or status updates as case data changes.
Access and update your legal matters from the courthouse or on the go. All legal tools are mobile-ready out of the box.
Use Google, email, or SSO logins to give your legal team fast, secure access to case management—no IT tickets needed.
Keep client and case data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your legal 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 free case management system in minutes with AI—no manual setup or complex coding needed.

Add features like court date scheduling, client portals, or approval workflows as your legal firm's needs grow.

Start with matter tracking, then add secure document storage and client contact records—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.




A free case management system is a secure workspace where legal professionals, social workers, or project managers can log in to organize ongoing cases, files, client communications, and deadlines. It centralizes every case detail in one location, eliminating the need to search through fragmented emails or cluttered spreadsheets. This helps legal and service-oriented teams stay organized and provide a more responsive, professional experience for their clients.
Softr is the first AI-native platform for building professional business software, allowing you to create a high-quality case management system at no initial cost. You can describe your specific case workflows—such as intake stages or document reviews—to the AI Co-Builder to instantly generate your database, secure portals, and task logic.
You don't need any coding skills to start. You can generate your app with AI, pick a specialized case management template, or build from scratch. Your system runs on Softr Databases, a native relational database, but you can also connect external tools like Airtable or Google Sheets. You gain total control over the layout, defining which team members can view sensitive case files while maintaining a professional look that fits your firm or organization. It’s built to launch quickly and scale as your caseload grows.
You can integrate a variety of features tailored to project and case oversight. A powerful case management app typically combines standard organizational tools with AI-driven functionality:
- AI-Powered Intelligence – Use Ask AI to let staff query case history conversationally, or deploy Database AI Agents to summarize lengthy legal documents or perform initial conflict checks.
- Vibe Coding Blocks – Create custom UI components—like a specialized case timeline or evidence gallery—using the AI Code block to simply describe what you need.
- Softr Workflows – Set up native automations, such as automated status alerts sent to clients or internal task assignments when a case moves to a new phase.
- Secure Portals & Logins – Ensure privacy by restricting access so attorneys only see their active cases and clients can only upload files to their own record.
- Intake Forms & Data Collection – Standardize new case entries with custom forms that support file uploads for IDs, contracts, or evidence.
- Dashboards & Charts – Monitor KPIs like case resolution times or caseload distribution across your team with real-time visual summaries.
- Searchable Lists & Filters – Manage high volumes of data with searchable tables, Kanban boards for case stages, and filtered views for urgent deadlines.
Everything is built using Softr's drag-and-drop system. If your legal or project needs change, the AI Code block can help you build custom components instantly.
Vibe coding means using administrative intuition and AI to build a custom solution without manual programming. You can 'vibe code' your case management system by telling the AI Co-Builder exactly how your case stages work and what fields you need. Softr then generates a production-ready system on a secure, pre-built foundation.
Unlike experimental AI tools that produce unmanaged code, Softr handles the critical infrastructure—like secure user authentication, case data encryption, and role-based access—natively. This provides the speed of rapid AI generation without the risks of managing unstable code. You describe the workflow, Softr builds the system, and your team can begin managing cases immediately.
Yes. You can manage multiple departments, such as litigation, probate, and family law, within a single system. Using Softr’s permissions, each team only accesses the case files and sensitive data relevant to their specific role. This is ideal for multi-disciplinary firms or organizations with various service programs that must keep data siloed for privacy.
Absolutely. You can start building your case management system from scratch using Softr Databases. This built-in relational database is designed to work perfectly with the app interface you create, allowing you to define case numbers, client details, and status logs immediately.
However, if you have existing case records in Airtable, Google Sheets, HubSpot, or SQL, you can connect those as your backend. You can even use the REST API to bridge external legal software. Either way, you have total control over how your case information is structured and presented to your team.
Softr Databases is the recommended choice for a case management system, offering high performance and instant automation triggers. Since the data is native to the platform, the experience for managers and clients is exceptionally fast.
For those with existing infrastructure, Softr supports 17+ external data sources. You can sync case data from Airtable, Google Sheets, SmartSuite, BigQuery, and more. You can even mix sources—for example, storing active case files in Softr Databases while pulling billing information from HubSpot. Most connectors support real-time, two-way sync, ensuring your case statuses are current across all platforms.
Yes, Softr provides granular control over how different users interact with your case management system. You can customize the navigation and interface to match your organization’s workflow. Specific pages or data blocks can be hidden or shown depending on the user's role, ensuring that case workers only see their assigned files while supervisors see high-level oversight.
By setting up roles like Case Manager, Admin, or External Client, you define who can edit sensitive case notes or just view schedules. For instance, a client can see their case progress updates through a filtered view, while an internal admin manages the entire records database. This ensures your system remains secure and uncluttered for every user.
Yes, you can fully white-label your system. You can add your firm's logo, set specific brand colors and fonts, and use a custom domain so that staff and clients feel they are using a professional, proprietary platform. Softr's branding can be completely removed, ensuring your organization’s identity is the only one visible during case updates and file sharing.
Yes, Softr offers extensive design flexibility. You can adjust the layout, spacing, and page structure to create a professional environment for managing your projects and cases. You decide where every information block goes and what specific data types are shown to each user upon login.
To organize your case data effectively, you can utilize specialized blocks:
- Table blocks – To manage lists of case files, hearings, or tasks.
- List or Card blocks – To visually display client profiles or active case categories.
- Detail View – To provide a focused page for a single case, including notes and attachments.
- Forms – To capture client intake or incident reports.
- Charts – To visualize caseload trends or budget allocations.
- Calendar blocks – To track court dates, deadlines, and meetings.
If your intake process or reporting needs evolve, you can quickly modify the components within the visual builder.
Softr is engineered with enterprise-grade security. All case information is encrypted via TLS in transit and at rest, and apps are hosted on secure infrastructure. You retain full control over data accessibility through role-based permissions and visibility rules, protecting sensitive client information from unauthorized access.
If you use Softr Databases, your data is stored in a secure, SOC 2 Type II compliant environment in Germany. For those using external connectors like Airtable or SQL, Softr displays your data in real-time without storing it on our servers. You always manage the access levels and can apply global restrictions to ensure that confidential legal or personal data remains private and secure.
It is a fully production-ready system. While some AI tools produce 'vibe code' that is difficult to secure or maintain, Softr builds your case management system on a stable, scalable foundation designed for business logic.
Softr handles the essential backend needs natively—including user authentication, secure hosting, and granular access control. This overcomes common AI limitations, giving you an instantly generated system that is secure and scalable enough for your legal or social work team to use with real client data from day one.
Softr is the first AI-native platform specifically for building business software. Unlike 'vibe coding' tools that create unmanaged code or traditional no-code platforms that can be difficult to learn, Softr's AI Co-Builder produces functional apps on secure, production-grade infrastructure.
The core difference is the hybrid approach: use AI to generate your case database and portal logic in minutes, then refine everything visually. You get the speed of an AI-generated solution alongside the reliability of internal tools that include built-in permissions and roles. It’s the fastest way for non-technical managers to move from a manual process to a professional digital system.
Yes. Softr supports native workflows and deep integrations to connect your case management system to your existing software stack. You can automate repetitive tasks with Softr Workflows or integrate with services like Stripe for billing or Intercom for client support. Softr also provides a REST API and webhooks for complex enterprise integrations.
Whether you need to trigger a notification when a case file is signed or sync data with an external CRM, you can build these automated connections directly into your system without writing any code.
Describe what you need. Softr's AI builds your custom legal management tool in minutes.