Internal tool

Build your own law firm budget tracking, no code required

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

A digital interface displaying a law firm budget tracking dashboard with charts, tables, and financial data summaries.
law firm budget tracking mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your budget data in real time

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.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

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.

Advanced permissions

Give different legal teams and staff tailored access, so each role sees only the budget data relevant to their cases.

User groups

Give different legal teams and staff tailored access, so each role sees only the budget data relevant to their cases.

Automations

Connect with tools like Make, Zapier, or N8N to automate reporting, expense approvals, and recurring tasks.

Works on any device

Access and manage your firm’s budgeting tool on the go. All apps are mobile-ready by default.

Easy, secure logins

Use Google, email, or SSO to let your law firm staff securely access budget tracking—no IT tickets needed.

Security

Keep sensitive financial data secure with SOC2 and GDPR compliance, plus robust access controls at every level.

AI Magic

An AI assistant for your firm

Ask AI about budgets or expenses and get instant answers—right inside your internal tool with Softr’s built-in support.

Why 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.

UI screenshot of Softr drag-and-drop dashboard setup for building law firm budget tracking

Easy, fast setup

Set up your law firm budget tracker in minutes with drag-and-drop blocks and ready templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add features like expense approvals or budget reports as your firm's needs change—no rebuild needed.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Combine budget tracking, client billing, and reporting—all in one secure, easy-to-manage place.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom budget tracker for law firms 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is a law firm budget tracking portal?
What are the benefits of building a law firm budget tracking portal with Softr?
What types of features can I build into my law firm budget tracking portal?
Do I need to know how to code to build a law firm budget tracking portal in Softr?
Can I manage multiple clients or teams in the same law firm budget tracking portal?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my law firm budget tracking in Softr, including using my own branding?
Can I customize the design and layout of my law firm budget tracking?
How secure is my data in Softr apps?
How much does it cost to build a law firm budget tracking system with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

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