Streamline case tracking, ensure regulatory adherence, and improve workflows with a customizable system tailored to your compliance needs.


Set up a compliance case management system with only the views and features your process requires. Iterate or add more as your needs change.
Connect spreadsheets, case management tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for compliance.
Empower compliance, legal, and audit teams with tailored access and views. Set up secure logins, user roles, and granular permissions—no IT help needed.
Provide different team members with tailored dashboards and access so each role sees just the compliance data they need.
Provide different team members with tailored dashboards and access so each role sees just the compliance data they need.
Connect with tools like Make, Zapier, or N8N to automate compliance workflows and reduce manual tracking.
Access and manage compliance cases from any device. All apps are mobile-ready out of the box.
Enable Google, email, or SSO logins to give your compliance team fast, secure access—no IT tickets required.
Keep sensitive compliance data safe with SOC2 and GDPR compliance, plus robust access control at every level.
Let your team ask AI about case status, policies, or deadlines—answers appear instantly inside your Softr-based system.
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.
Launch your compliance case management tool in minutes—no coding or design skills required.
Easily add workflows, notifications, or integrations as your compliance needs change.
Manage cases, track documents, and automate processes—all in one secure internal tool.
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.












A compliance case management system is a secure online space where compliance teams and stakeholders can track, manage, and resolve compliance cases or incidents. It centralizes all relevant information—such as case details, documents, correspondence, and timelines—so everything is organized and easily accessible. This streamlines your compliance workflows and ensures efficient collaboration and documentation throughout the case lifecycle.
Softr makes it simple to build a compliance case management system that matches your team’s unique processes. You can connect your existing data—like case records in Airtable, documents in Notion, or workflow data from other sources—and set up a portal where compliance officers and other users can log in, track progress, upload documents, and manage tasks, all in one place.
No coding is needed. You can start with a template or customize your own, tailor the interface, set user permissions, and brand the portal to suit your organization. It’s quick to launch, easy to maintain, and flexible enough to adapt as your compliance needs evolve.
You can include a wide variety of features in your compliance case management system, depending on your workflows. Some common features include:
\- User logins – so compliance team members and stakeholders can securely access their cases
\- Custom dashboards – to show case statuses, deadlines, or outstanding tasks
\- Forms – for reporting new cases, logging updates, or submitting supporting information
\- File sharing – so users can upload and download relevant documents securely
\- Search and filters – to help teams find cases, policies, or documents quickly
\- Tables, lists, and detail views – to organize and display case records, investigations, or audit trails
\- Comments or status updates – for keeping all communication related to a case in one place
\- Charts – for visualizing case metrics, trends, or compliance KPIs
\- Calendar view – to track review dates, hearings, or compliance deadlines
\- Permissions and roles – so users only see information relevant to their responsibilities
All these features are built using Softr’s drag-and-drop blocks, so you don’t need to write code. If your compliance process changes, you can easily update your system as needed.
No coding is required. You can build your compliance case management system entirely using Softr’s visual editor. From setting up layouts to configuring permissions, everything can be customized without writing a single line of code.
Yes. You can manage multiple organizations, departments, or cases within a single compliance case management system. Each user only sees the cases and information assigned to them, based on their login and access level. This is especially useful if your compliance team needs to oversee several cases or work with different internal or external stakeholders—all within one platform.
Softr supports a wide range of data sources for your compliance case management system. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also pull in data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into your case management system and display them side by side—so your compliance team can have access to information from, for example, both Airtable and HubSpot simultaneously. Most sources support real-time, two-way sync, so any changes to your cases or data are kept up to date automatically.
Yes, Softr gives you full control over how users interact with your compliance case management system. You can tailor the layout, navigation, and content to fit your organization’s workflows and branding. Each page or section can be shown or hidden based on the user’s role, so every investigator or manager only sees information relevant to their cases.
You can also set up specific roles, such as compliance officer, case manager, or external auditor—and define exactly what each role can access or edit. For example, external users can view only the cases assigned to them, while internal staff can work across all open compliance cases. You can further personalize views by filtering case data for each logged-in user.
This level of customization helps keep your compliance process organized, secure, and tailored to each team member’s responsibilities.
Yes, you can. You don’t need to import your case data from another tool to start building your compliance case management system with Softr. If you’re starting fresh, you can use Softr Databases, which are built into the platform and integrate seamlessly with your application.
If you do have existing data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. Plus, you can use the REST API connector to bring in data from other systems. This gives you flexibility and control over how your case data is structured and displayed.
Yes, you can fully white-label your compliance case management system in Softr. You can apply your organization’s logo, brand colors, fonts, and even set up a custom domain to ensure the system matches your company’s identity. All Softr branding can be removed, so users interacting with the compliance platform will only see your organization’s branding throughout their experience.
Absolutely. Softr gives you extensive flexibility to design and structure your compliance case management system. You can tailor colors, fonts, spacing, and page layouts to match your organization’s standards. You can choose exactly how each page is organized, select which blocks are displayed where, and determine what different user roles see upon logging in.
To manage your compliance data, you can add various block types depending on your needs:
\- Table blocks – for displaying structured data like case lists, incident logs, or task assignments
\- List or Card blocks – to highlight items such as regulatory requirements, team members, or resource links
\- Detail View – to present single records, like an individual case file
\- Forms – for capturing updates, incident reports, or feedback
\- Charts – to visualize compliance metrics and trends
\- Calendar blocks – to showcase important due dates or review meetings
If your compliance workflow or design needs change later, you can easily update them directly in the visual builder.
Softr is designed with security as a top priority. All data is encrypted both in transit (TLS) and at rest, and your compliance case management system is hosted on secure, robust infrastructure. You have full control over user access—set up role-based permissions, manage users through your connected data source, configure visibility rules, and apply app-wide restrictions to safeguard sensitive compliance information.
For systems linked to external sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it displays information in real time, respecting your access settings. You stay in control of your data and who can view or modify it.
Softr also follows industry-leading practices for authentication, access management, and platform monitoring to help keep your compliance data protected.
You can get started without any upfront cost. Softr’s Free plan allows you to publish a compliance case management system with up to 10 app users and 2 user groups, and works with all standard data sources, including Softr Databases, Airtable, Google Sheets, and more.
If your compliance system requires additional users or advanced features, you can review Softr’s paid plans to find an option that fits your organization’s needs.
Softr is purpose-built to help you launch comprehensive, user-facing solutions—like compliance case management systems, internal portals, and workflow apps—without needing any coding experience or development resources. What sets Softr apart is the speed at which you can move from concept to a working system, and its seamless real-time data integrations.
Unlike some no-code platforms focused on mobile or complex developer tools, Softr is designed for teams who want control over layout, user roles, and permissions. You can build on live data from sources like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded solutions that staff or stakeholders can access securely.
Everything—from access permissions to page content—is controlled visually. Since Softr includes features like user roles, forms, conditional logic, and API integrations natively, you don’t need extra tools or plugins to create a robust compliance management platform.
Yes. Softr offers a wide range of integrations, enabling your compliance case management system to connect with your broader tech stack. You can automate processes with tools like Zapier, Make, or N8N, and integrate with messaging, notification, or reporting solutions via APIs and webhooks for advanced workflows.
Whether you want to trigger follow-up actions when a compliance case is updated, sync information with other systems, or pull in external data, you can automate it directly in your compliance platform—no coding needed.