Build business case management system with AI
Track submissions, manage evidence, and streamline approvals in an AI-powered system built with AI you customize to fit your workflow.
Build exactly what your team needs
Customize your business case management system setup with the exact steps and views your team needs. Add features as processes evolve—no code.
Centralized case submission
AI-powered status tracking
Document and evidence management
Multi-level approval workflows
Executive reporting dashboards
Role-based stakeholder access
Unify your case data in real time
Connect case files, stakeholder data, and evidence tracking with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team and stakeholder.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, ensuring investigators and executives see just the case information they need.
User groups
Give different team members tailored access and dashboards, ensuring investigators and executives see just the case information they need.
Automations
Streamline your internal processes with Softr Workflows. Trigger native notifications based on case status changes to keep your legal operations running smoothly.
Works on any device
Access and update your business case management system on the go. All intake forms and dashboards are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your legal team fast, secure access to case files—no IT tickets or manual setup needed.
Security
Keep internal data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your case management hierarchy.
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 business case management system in minutes with AI—no manual configuration or complex setup needed.
Consolidate your stack
Add features like multi-level approvals, evidence logs, or reporting as your legal or compliance needs evolve.
Flexible as you grow
Start with case tracking, then add stakeholder portals, dashboards, or intake forms—all in one place.
Generate a custom business case management system
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 business case management system
Describe what you need. Softr's AI builds your business case management system in minutes.