Build legal practice CRM for small law firms
Manage client relationships, organize case details, and streamline workflows with a no-code CRM tailored to your law practice.
Customize your CRM around your processes
Build a legal CRM tailored to your firm’s unique workflows. Add only what you need now, and adjust as your team or practice grows—no code required.
Client intake management
Case tracking dashboard
Task and deadline reminders
Document storage and sharing
Billing and invoice management
Contact and communication logs
Unify your case data in real time
Connect case management systems, spreadsheets, and calendars with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your practice.
Give every firm member secure, custom access.
Create a tailored CRM for your law practice. Set up secure logins, user groups, and permissions so attorneys and staff see just what they need.
Easy, secure logins
Your legal CRM is mobile-ready—so attorneys and staff can manage cases or check updates on any device.
Works on any device
Your legal CRM is mobile-ready—so attorneys and staff can manage cases or check updates on any device.
Automations
Connect to your favorite tools to automate reminders, case status updates, and client communications.
User groups
Provide different dashboards for attorneys, paralegals, and admins—each role sees only relevant case information.
Advanced permissions
Set granular rules for case, client, or document access—ensuring sensitive legal data stays protected.
Security
Keep legal records safe. Softr is fully compliant with SOC2 and GDPR, supporting strict confidentiality.
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An AI assistant for small firms
Let lawyers ask AI about clients, tasks, or case updates—answers appear instantly, built into your Softr CRM workspace.
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
Launch your legal CRM in minutes with intuitive blocks and templates designed for law firms.
Consolidate your stack
Add case tracking, billing, or client intake forms as your firm’s needs change—no rebuild required.
Flexible as you grow
Start with a legal CRM, then add portals, dashboards, or forms—all in one place, no extra tools.
Build a fully custom legal practice CRM 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.
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Frequently asked questions
Build your legal practice CRM now