Build your own free legal CRM, no code required
Organize client cases, track communications, and streamline tasks with a customizable CRM designed for your legal practice.
Tailor your legal CRM to your needs
Set up a CRM that fits your firm’s workflow. Add only the features and views you need now, and adapt your setup as your legal practice evolves.
Contact and client management
Case and matter tracking
Document storage and sharing
Task and deadline management
Automated email notifications
Client intake forms
Bring all your client data together in real time
Connect case management systems, spreadsheets, and other tools with real-time sync—or manage everything in Softr Databases. Centralize all your client and case information.
Give every client a secure legal CRM experience.
Let clients and legal teams manage cases, documents, and communications in a branded, secure portal. Set up permissions and access in just minutes.
Easy, secure logins
Access legal matters and documents from any device. The CRM is mobile-ready out of the box for on-the-go updates.
Works on any device
Access legal matters and documents from any device. The CRM is mobile-ready out of the box for on-the-go updates.
Automations
Integrate with your favorite tools to automate document tracking, reminders, and client updates.
User groups
Set up separate logins for clients, attorneys, and support staff—each with tailored dashboards.
Advanced permissions
Customize who can view, edit, or upload case files and communications for each group.
Security
Keep legal information safe from threats. Softr ensures SOC2 and GDPR compliant data protection.
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Put AI to work for legal sales
Let your team ask AI for client info, case details, or follow-ups—AI responds instantly, built into your CRM on Softr.
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
Launch your free legal CRM in minutes with drag-and-drop blocks and ready-to-use templates.
Consolidate your stack
Add fields for cases, clients, or tasks as your legal practice changes—no rebuild required.
Flexible as you grow
Start with your CRM, then add case dashboards, intake forms, or portals—all in one place.
Build a fully custom legal crm in minutes
Connect to your data in seconds
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.
Customize layout and logic
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.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your free legal CRM with ease