Client Portal

Build your own attorney client portal, no code required

Streamline case communication and document sharing with an intuitive portal tailored to your legal practice needs and client expectations

Get started free Start with a template

A computer screen displaying a modern attorney client portal user interface with navigation menus, case updates, and secure messaging features.

Loved by 800,000+ teams around the globe

Flexibility

Build exactly what your clients need

Set up a portal with just the views and features your law firm and clients require. Customize now and make changes as your needs evolve.

UI screenshot of document sharing and management

UI screenshot of secure messaging portal

UI screenshot of task and deadline tracking

UI screenshot of billing and invoice management

Data Management

Bring all your client data together in real time

Connect case management systems, communication tools, and spreadsheets with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your practice.

Explore all data sources

Power

Give every client a custom, secure portal experience.

Provide your legal clients with a branded portal for confidential documents, updates, and communication. Set permissions and access in minutes.

Easy, secure logins

Clients can access their legal documents and messages from any device. The portal is mobile-ready out of the box.

Works on any device

Clients can access their legal documents and messages from any device. The portal is mobile-ready out of the box.

Automations

Connect to your legal tools to automate document sharing, notifications, and appointment reminders.

User groups

Give clients, attorneys, and staff separate logins, with personalized dashboards tailored to their role.

Advanced permissions

Set detailed rules for who can view, download, or upload legal files and messages—fully customizable by user group.

Security

Protect client confidentiality and data. Softr’s portals are SOC2 and GDPR compliant for legal-grade security.

AI Magic

An AI assistant for your clients

Clients can ask AI for case info, timelines, and documents—AI answers instantly inside your secure client portal from Softr.

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 attorney client portal

Easy, fast setup

Launch your attorney client portal in minutes with drag-and-drop blocks and legal-ready templates.

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

Consolidate your stack

Add features like secure messaging, document sharing, or e-signatures as your practice evolves.

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

Flexible as you grow

Start with client portals, then add case dashboards or intake forms—all in one secure 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

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“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 attorney client portal 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.”