Manage expenses, allocate resources, and track budgets with a customizable tool tailored for your law firm's unique financial needs.


Create a legal budgeting solution that matches your workflow. Add only the features your team needs now and adapt as your requirements change.
Connect spreadsheets, accounting tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your legal budgets.
Give each legal team member tailored tools and access for budget planning and oversight. Set up secure logins, user groups, and precise permissions—no IT help needed.
Ensure attorneys, paralegals, and finance staff have dashboards customized to their legal budgeting needs.
Ensure attorneys, paralegals, and finance staff have dashboards customized to their legal budgeting needs.
Connect to tools like Make, Zapier, or N8N to automate budget approvals and reduce manual entry for legal spend.
Review or update legal budgets from any device. All tools are mobile-ready for your team’s convenience.
Enable secure team logins with Google, email, or SSO—so access to sensitive budget info is always protected.
Keep legal and financial data safe with SOC2 and GDPR compliance, plus fine-grained access controls.
Let your team ask AI about spend, forecasts, or trends—AI delivers clear answers right in your budgeting workspace on Softr.
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 legal budgeting tool in minutes with drag-and-drop blocks and legal-specific templates.
Add features like approval flows or reporting as your budgeting needs change—no rebuild required.
Manage budgeting, approvals, and spend tracking all in one place—no extra software needed.
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.












Legal budgeting software is a secure platform designed for law firms and legal teams to manage, track, and collaborate on matter budgets. It allows you to centralize all budget details, share updates with clients or colleagues, and monitor expenses and forecasts—all in one place. This helps streamline budgeting workflows, eliminate manual spreadsheets, and improve transparency throughout the legal process.
Softr makes it easy to build legal budgeting software that fits your firm’s unique requirements. You can connect your data sources—like Airtable, Hubspot, Notion, SQL, and more—then set up a portal where team members or clients can log in to review, update, and approve matter budgets securely. With Softr, you don’t need to code. Start with a ready-made template or build from scratch, tailor the layout, manage permissions, and customize the look to match your firm’s brand. It’s quick to launch, simple to update, and flexible enough to scale as your practice grows.
You can build a wide range of features into your legal budgeting software, depending on your workflow. Some key examples include:
\- User logins – so attorneys, staff, or clients can access only their relevant matter budgets
\- Custom dashboards – to display budget status, upcoming approvals, or spend by matter
\- Forms – for submitting new budgets, requesting changes, or gathering client feedback
\- File sharing – for uploading and downloading invoices, supporting documents, or budget proposals
\- Search and filters – to quickly find matters, budgets, or historical data
\- Tables, lists, and detail views – to present budget line items, matter details, or cost breakdowns
\- Comments or status updates – for keeping communication and approvals in one place
\- Charts – to visualize spending trends, forecasts, or budget-to-actual comparisons
\- Calendar view – for tracking budget review cycles, deadlines, or milestones
\- Permissions and roles – to ensure users only see information relevant to their role
All of these features can be set up using Softr’s drag-and-drop blocks, so you never need to write code. If your needs change, you can easily adjust your legal budgeting portal as your practice evolves.
No coding skills are required. You can build your legal budgeting software entirely with Softr’s visual editor. Everything from page layouts to user permissions can be configured without writing a single line of code.
Yes. You can manage multiple clients or legal teams within a single instance of the legal budgeting software. Each user only sees the budgets, matters, and financial data assigned to them, based on their login and role. This is especially useful for law firms, legal departments, or consultants who handle budgets for several clients or practice groups at once.
Softr supports a wide variety of data sources that you can connect to your legal budgeting software. You can integrate with Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in legal or financial data from other sources using the REST API.
You’re not limited to just one. You can connect multiple data sources into the same app and display them side by side—so your legal budgeting workspace can pull information from, for example, both Airtable and Google Sheets simultaneously. Most sources allow for real-time, two-way sync, keeping your budget data up to date automatically.
Yes, Softr gives you full flexibility over the user experience in your legal budgeting software. You can tailor the layout, navigation, and content to fit your firm or department’s branding and processes. Each page or block can be shown or hidden depending on the user’s role, so users only see budget information relevant to them.
You can also define different user roles, such as client, attorney, finance manager, or admin, and set specific permissions for each—controlling what budget data they can view or edit. For instance, clients might only see their own matter budgets, while internal staff can oversee all financial records. Personalized data views can also be set up based on who is logged in.
This level of customization helps ensure that your legal budgeting software remains secure, streamlined, and tailored to each user’s needs.
Yes, you can. You don’t need to have existing data elsewhere to get started with the legal budgeting software powered by Softr. If you’re starting from scratch, you can use Softr Databases—which are built into the platform and integrate seamlessly with your legal budgeting workflows.
If you do have data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. The REST API connector also lets you bring in data from other sources. Either way, you have full control over how legal budget information is structured and displayed.
Yes, you can fully white-label your legal budgeting software in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the platform feel like a seamless extension of your law firm or legal department. You can also remove all Softr branding, so your team and stakeholders only see your organization’s identity throughout the budgeting experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your legal budgeting software. 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 partners, associates, or clients) see when they log in.
To present your financial data and budgets, you can add various blocks depending on your needs:
\- Table blocks – to show structured data like matter budgets, spend tracking, or invoice summaries
\- List or Card blocks – to highlight client matters, budget requests, or resources
\- Detail View – to display an individual budget or matter overview
\- Forms – for submitting budgeting requests or approvals
\- Charts – to visualize financial trends and insights
\- Calendar blocks – to show key budget deadlines or review dates
If your content or design needs change later, it’s easy to update everything right in the visual builder.
Softr is designed with security as a top priority. All of your legal and financial data is encrypted in transit (TLS) and at rest, and your software is hosted on secure, reliable infrastructure. Softr apps let you set detailed permissions, so you can control exactly who can view, edit, or approve budgets and sensitive information. You can use role-based access, manage users directly within your data source, set visibility rules, and apply global restrictions to protect confidential legal and financial data across your app.
If you connect external data sources like Airtable, Notion, or SQL, Softr only displays your data in real time and doesn’t store it. You’re always in full control of your legal budgeting data and access.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your information safe.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your legal budgeting solution needs to support additional users, workflows, or advanced features, you can explore the paid plan options here: <http://softr.io/pricing>
Softr is built to make it simple to create fully functional, user-facing apps—like legal budgeting software or matter management solutions—without coding or needing a developer. What sets Softr apart is how quickly you can go from an idea to a working legal budgeting platform, and how seamlessly it connects with your existing data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more developer-oriented (like Retool), Softr is designed for non-technical legal teams who want full control over layout, user experience, and permissions. You can build on top of live data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded apps that your team or clients can access.
You can visually customize everything—from content and design to user roles and permissions. And since Softr includes features like forms, conditional logic, user groups, and API support out of the box, you don’t need to piece together multiple tools to launch a polished legal budgeting solution.
Yes. Softr supports a wide range of integrations so you can connect your legal budgeting software to the rest of your workflow. You can integrate with tools like Stripe for payments, Slack for notifications, and automate tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced automation.
Whether you want to send data to another system, trigger automations based on budget approvals, or pull in information from other tools, you can build these workflows into your legal budgeting software—no coding required.