Monitor expenses, allocate resources, and optimize financial decisions with a customizable tool tailored to your law firm's needs.


Customize a budget tracking portal for your law firm. Add only the features and views you need now, and update as your processes evolve.
Connect spreadsheets, accounting tools, and project management systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your law firm's budget.
Empower your law firm to manage budgets and expenses with secure, role-based access. Set up user groups and permissions with ease—no IT support needed.
Give different legal teams and staff tailored access, so each role sees only the budget data relevant to their cases.
Give different legal teams and staff tailored access, so each role sees only the budget data relevant to their cases.
Connect with tools like Make, Zapier, or N8N to automate reporting, expense approvals, and recurring tasks.
Access and manage your firm’s budgeting tool on the go. All apps are mobile-ready by default.
Use Google, email, or SSO to let your law firm staff securely access budget tracking—no IT tickets needed.
Keep sensitive financial data secure with SOC2 and GDPR compliance, plus robust access controls at every level.
Ask AI about budgets or expenses and get instant answers—right inside your internal tool with Softr’s built-in support.
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.
Set up your law firm budget tracker in minutes with drag-and-drop blocks and ready templates.
Add features like expense approvals or budget reports as your firm's needs change—no rebuild needed.
Combine budget tracking, client billing, and reporting—all in one secure, easy-to-manage place.
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 law firm budget tracking portal is a secure platform where your legal team and clients can log in to monitor case budgets, view billing updates, and manage financial documentation in one central place. It streamlines the process of tracking expenses and invoices, helping everyone involved stay on top of budget limits and financial milestones for each case. This keeps financial communication organized and transparent, reducing the need for scattered emails or manual spreadsheets.
Softr makes it easy to build a law firm budget tracking portal tailored to your firm’s workflow. You can connect your existing data—like case budgets in Airtable, billing information in Notion, or client details from HubSpot—and set up a portal where your team and clients can log in, check financial status, upload or download billing documents, and review expenses, all in one place.
You won’t need to code anything. Start with a template or design your portal from scratch, adjust layouts, set user permissions, and brand it to match your law firm. It’s quick to launch, simple to maintain, and flexible enough to grow with your practice’s needs.
You can add a variety of features to your law firm budget tracking portal to match your firm’s financial tracking needs. Some popular options include:
\- User logins – so lawyers, finance staff, and clients can access their own case and budget data
\- Custom dashboards – to display current spend, upcoming invoices, and budget summaries
\- Forms – for submitting expense requests, budget approvals, or billing queries
\- File sharing – to securely upload and download invoices, receipts, and budget reports
\- Search and filters – to quickly find case budgets or transaction records
\- Tables, lists, and detail views – to show breakdowns of expenses, payments, or case financials
\- Comments or status updates – to keep all financial discussions in one place
\- Charts – to visualize budget performance, spending trends, or outstanding invoices
\- Calendar view – to track billing cycles, payment deadlines, or important financial review dates
\- Permissions and roles – so only authorized users see sensitive financial information
All these features are built using Softr’s intuitive drag-and-drop tools, so you can customize and update your portal as your firm’s needs evolve.
No coding is required. You can build your law firm budget tracking portal entirely using Softr’s visual editor. Everything—from organizing case budgets to setting user permissions—can be configured without writing a single line of code.
Yes. You can manage multiple clients or practice groups within the same law firm budget tracking portal. Each user will only see the budget and financial information relevant to their matters, based on their login and assigned permissions. This is especially helpful for law firms working with several clients or managing multiple internal teams, ensuring everyone has secure access to only the data they need.
Softr supports a wide range of data sources, making it easy to build your law firm’s budget tracking portal. 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 bring in data from other systems using the REST API.
You’re not restricted to one source—you can integrate several data sources into your law firm portal, displaying them side by side. For example, your budget tracker can show information from both Airtable and Google Sheets. Most sources support real-time, two-way sync, so your portal and data sources always stay up to date automatically.
Yes, Softr gives you full control over the user experience in your law firm budget tracking portal. You can design the layout, navigation, and content to match your firm’s needs and workflows. Each section or page can be displayed or hidden based on who is logged in, so attorneys, finance staff, or clients only see what’s relevant to them.
You can define custom user roles, such as partner, associate, finance team, or client, and specify exactly what each can view or edit. For instance, clients might be restricted to seeing budgets for their specific matters, while internal finance staff can access all budget records. Personalized views can also be created by filtering budget data based on the logged-in user. This flexibility is ideal for law firms managing sensitive budget data for multiple clients or teams in one solution.
Yes, you can. You don’t need existing data from another system to start building your law firm budget tracking portal in Softr. If you’re starting from scratch, Softr Databases are built right into the platform and integrate seamlessly with your tracking solution.
If you already have budget data in tools like Airtable, Google Sheets, or others, you can connect those as well. The REST API connector also allows you to bring in data from different sources. This flexibility ensures you always control how your budget information is structured and displayed in your portal.
Yes, you can fully white-label your law firm budget tracking system in Softr. You can use your law firm’s logo, brand colors, fonts, and even set up a custom domain so the platform looks and feels like part of your firm. You also have the option to remove all Softr branding, so everyone using the system—whether attorneys, staff, or clients—only sees your law firm’s identity throughout the experience.
Yes, you can. Softr gives you extensive flexibility to control the design and layout of your law firm budget tracking tool. You can adjust colors, fonts, spacing, and page structures to match your firm’s branding guidelines. You decide how each page is organized, arrange blocks as you prefer, and set what different user roles—like partners, associates, or finance staff—see when they log in.
To display your data, you can use various block types depending on your needs:
\- Table blocks – to show structured data like case budgets, expense breakdowns, or time tracking
\- List or Card blocks – to highlight cases, budget reports, or key contacts
\- Detail View – to drill into specific budget records or case details
\- Forms – for budget requests or expense submissions
\- Charts – to visualize spending trends
\- Calendar blocks – to display important financial deadlines
If your needs change, you can easily update the content or layout directly in the visual builder.
Softr is designed with security in mind. All data related to your law firm budget tracking is encrypted in transit (TLS) and at rest, and your tools are hosted on secure, reliable infrastructure. Softr also allows you to control who can access and modify budget data through role-based permissions, user management, visibility rules, and global restrictions to protect sensitive financial information across your entire firm.
For setups that use external sources like Airtable, Notion, or SQL, Softr doesn’t permanently store your financial data—it simply displays it in real time according to your access settings. You always control your data and who is allowed to view or update it.
Softr follows industry best practices for authentication, access control, and ongoing platform monitoring to help ensure that your law firm’s information remains safe.
You can get started for free. Softr’s Free plan lets you build and launch one law firm budget tracking app with up to 10 users and 2 user groups, using all standard data sources like Softr Databases, Airtable, or Google Sheets.
If your budget tracking solution needs to support more users or advanced features, you can explore the paid plans: <https://softr.io/pricing>
Softr makes it easy to create fully functional, user-facing systems—such as law firm budget tracking tools—without writing code or hiring developers. What sets Softr apart is the speed from idea to working app, and how well it integrates with your existing financial data.
Unlike some no-code platforms that focus on mobile (like Glide) or are more developer-focused (like Retool), Softr is designed for non-technical users who want control over layout, user experience, and permissions. You can build on top of real-time data in Airtable, Google Sheets, Softr Databases, or SQL, and create branded, secure apps for your legal team.
Everything is customizable—from the design to user permissions. Softr also comes with user roles, forms, conditional logic, and API support built in, so you don’t have to piece together several tools to get a polished budget tracking system.
Yes. Softr supports a broad range of integrations so you can connect your law firm budget tracking system to your existing tech stack. You can sync with tools like Stripe for payments, automate notifications with Slack or Microsoft Teams, and use Zapier, Make, or N8N to connect with other legal or accounting software. Softr also provides REST API and webhooks support for more complex workflows.
This means you can send budget data to other systems, trigger alerts for budget approvals, or pull in financial data from other tools—all without needing to write code.