Monitor revenue, track expenses, and analyze financial trends with a tailored dashboard designed for your law firm's needs and goals


Tailor a financial dashboard to match your law firm’s workflow. Add only the tools you need now, and adapt as your team’s needs change.
Connect spreadsheets, accounting software, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your firm.
Empower your law firm’s finance team with secure dashboards and granular access controls. Set up logins, user groups, and permissions—no IT needed.
Easily provide partners, accountants, and admins with tailored dashboards and access to the right reports.
Easily provide partners, accountants, and admins with tailored dashboards and access to the right reports.
Connect with tools like Make or Zapier to automate financial reporting, notifications, and data sync for your firm.
Finance dashboards are mobile-ready by default, so your team can review firm metrics anywhere, anytime.
Enable secure logins for your finance team with Google, email, or SSO—no IT support required.
Safeguard confidential financial data with SOC2 and GDPR compliance, and robust access controls for law firms.
Let AI answer finance questions or highlight trends—right inside your dashboard, powered by your live law firm data.
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.
Launch your law firm financial dashboard in minutes—no coding or complex setup required.
Add new reports, data sources, or permissions as your firm’s needs change—no rebuild needed.
Bring together billing, case data, and performance metrics in one secure dashboard—no extra tools.
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 financial dashboard is a secure online space where attorneys and firm staff can log in to view and manage key financial information—such as billing status, trust account balances, outstanding invoices, revenue reports, and expense tracking. It consolidates all your financial data in one place, reducing the need for manual spreadsheets or endless email chains. This helps your team stay organized, gain financial insights, and make more informed decisions for the firm.
Softr makes it easy to build a law firm financial dashboard that fits the unique needs of your practice. You can connect your existing data sources—like Airtable, Notion, HubSpot, or SQL—and set up a dashboard where your team can securely access real-time financial metrics, generate reports, and monitor billing activities, all in one place.
You don’t need to code anything. You can start with a template or design it from scratch, customize the layout, control access by user role, and brand the dashboard to match your firm. It’s fast to launch, simple to update, and flexible enough to support your evolving financial management needs.
You can include a wide range of features in your law firm financial dashboard, depending on your practice’s workflow. Some common examples are:
\- User logins – so each attorney or staff member can securely access relevant financial data
\- Custom dashboards – to display billing status, trust account balances, revenue, or expenses
\- Forms – for submitting reimbursement requests or expense approvals
\- File sharing – for uploading and accessing financial statements or reports
\- Search and filters – to quickly find invoices, transactions, or client accounts
\- Tables, lists, and detail views – to organize records like payments, invoices, or time entries
\- Comments or status updates – for internal notes or billing clarifications
\- Charts – to visualize revenue trends, outstanding balances, or expense breakdowns
\- Calendar view – for tracking billing cycles, payment deadlines, or financial events
\- Permissions and roles – so partners, associates, and staff only see what they’re authorized to access
All these features are built using Softr’s drag-and-drop blocks, so you can easily adjust your dashboard as your firm’s needs change.
No coding is required. You can build your law firm financial dashboard entirely using Softr’s visual editor. Everything from the dashboard layout to user permissions can be customized without writing any code.
Yes. You can manage financial information for multiple clients or legal teams in a single law firm financial dashboard. Each user only sees the financial data, reports, and documents relevant to them, based on their login and assigned role. This setup is ideal for law firms that need to oversee various client accounts or internal departments while keeping information secure and organized.
Softr supports a wide range of data sources for your law firm financial dashboard. 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 financial data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into your law firm dashboard and display them side by side—so, for example, you can pull in client billing data from Airtable and expense tracking from Google Sheets in the same view. Most sources support real-time, two-way sync, so any changes made in your dashboard or data source stay in sync automatically.
Yes, Softr gives you full control over how users interact with your law firm financial dashboard. You can customize the layout, navigation, and content to match your firm’s branding and workflow. Each page or section can be shown or hidden based on the user’s login, so partners, associates, and clients see only what’s relevant to them.
You can also set up different user roles, such as partner, associate, finance team, or client—and define exactly what each role can view or edit. For example, clients can view their own billing statements, while partners and finance staff can manage all client financial records. You can also filter views so that each user only sees the financial information that pertains to them.
This level of customization is especially helpful when your law firm manages financial data for multiple clients or teams, ensuring a clean, secure, and tailored experience for everyone involved.
Yes, you can. You don’t need to have your law firm’s financial data in another system before building your dashboard with Softr. If you’re starting fresh, you can use Softr Databases, which are built into the platform and integrate seamlessly with your law firm’s financial dashboard.
If your firm already has data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to bring in financial data from other sources. Either way, you have full control over how your information is structured and presented in your law firm dashboard.
Yes, you can fully white-label your law firm financial dashboard in Softr. You can use your own firm’s logo, brand colors, fonts, and custom domain to make the dashboard feel like a natural extension of your practice. You can also remove all Softr branding, so your team and clients only see your law firm’s identity throughout their experience.
Yes, you can. Softr gives you extensive flexibility to control the design and layout of your law firm financial dashboard. You can adjust colors, fonts, spacing, and page structure to match your firm’s branding. You can also choose how each page is organized, decide which blocks go where, and set what different users—like attorneys, partners, or clients—see when they log in.
To display your financial data, you can add different types of blocks depending on your needs:
\- Table blocks – to show structured data like billing records, invoice lists, or account summaries
\- List or Card blocks – to highlight things like client trust balances, key financial contacts, or recent transactions
\- Detail View – to show one financial record at a time, like a specific client or case summary
\- Forms – for internal data collection or client requests
\- Charts – to visualize financial insights
\- Calendar blocks – to display payment due dates or financial review meetings
If your content or design needs change, it’s easy to go back and make updates in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your law firm’s dashboard is hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see and do what in your dashboard. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive financial information across your entire dashboard.
For dashboards connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your financial data—it just displays it in real time based on your access settings. You’re always in control of your information and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your data safe.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your dashboard needs more users or advanced features, you can review the paid plans here: <http://softr.io/pricing>
Softr is built to make it easy to create fully functional, user-facing apps—like law firm financial dashboards, internal tools, and client portals—without needing to write code or rely on developers. What sets Softr apart is how quickly you can go from idea to a working dashboard, and how seamlessly it connects with your firm’s existing data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more developer-centric (like Retool), Softr is designed for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded dashboards that staff and clients can log into.
You can customize everything visually—from content and design to who sees what. And because Softr includes features like user roles, forms, conditional logic, and API support out of the box, you don’t need to patch together multiple tools to launch a polished dashboard.
Yes. Softr supports a wide range of integrations so you can connect your law firm financial dashboard to the rest of your technology stack. You can sync with tools like Stripe for payments, and automate tasks using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced workflows.
Whether you need to send financial data to your accounting system, trigger automations based on billing actions, or display information from other software, you can build it into your dashboard without writing code.