Build your own legal CRM, no code required
Manage matters, track communication, and store documents in an AI-powered legal CRM built with AI to fit your law firm's workflow.
Build exactly what your law firm needs
Customize your legal CRM setup with the exact case stages and views your team needs. Add features as legal processes evolve—no code needed.
Centralized matter intake forms
Client communication history
Case stage and pipeline tracking
Secure legal document storage
Consultation and hearing scheduling
AI-powered case summaries
Bring all your client data together in real time
Connect matters, contact lists, and hearing schedules with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your firm's cases.
Give every client a custom, secure experience.
Give each client and attorney the right views and access. Set up secure logins, user groups, and legal document permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Access case details or communication history from court or on the go with a downloadable PWA.
Works on any device
Softr apps are mobile-ready by default. Access case details or communication history from court or on the go with a downloadable PWA.
Automations
Build native automations to handle client notifications, intake updates, and status changes whenever record data is updated in your CRM.
User groups
Provide separate logins for partners, associates, and clients, creating personalized case dashboards for each specific group.
Advanced permissions
Apply rules for different user groups. Customize who can view sensitive legal documents or edit case statuses at a granular level.
Security
Protect confidential legal information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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
Build your legal CRM in minutes with AI—no manual setup or complex legal database configuration needed.
Consolidate your stack
Add features like hearing schedules, intake forms, or case pipelines as your firm grows—no rebuild needed.
Flexible as you grow
Start with a legal CRM, then add client portals, dashboards, or document hubs—all in one place, no extra tools.
Generate legal CRM software with AI in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your legal CRM in minutes
Describe your law firm's needs. Softr's AI builds your custom CRM in minutes without code or developer support.