Build your own CRM for attorneys, no code required
Manage cases, track client interactions, and optimize workflows with a customizable CRM tailored to your legal practice needs.
Customize your CRM around your processes
Design a CRM that fits the way your law firm works. Add only the features and workflows your practice needs, and adjust as your team grows.
Client intake management
Case and matter tracking
Document management
Task and deadline reminders
Communication logging
Billing and invoice tracking
Bring all your case data together in real time
Connect spreadsheets, case management systems, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your law practice.
Give every attorney a custom, secure experience.
Create a fully branded attorney CRM portal with personalized dashboards and permissions. Let attorneys and staff access their client data securely.
Easy, secure logins
Your attorney CRM is accessible on desktop and mobile. Attorneys and staff can review or update case details anywhere.
Works on any device
Your attorney CRM is accessible on desktop and mobile. Attorneys and staff can review or update case details anywhere.
Automations
Connect with your existing tools to automate reminders, case status updates, and follow-ups for clients.
User groups
Give attorneys, paralegals, and admins tailored dashboards—so each role sees only the info relevant to them.
Advanced permissions
Set rules to determine who can view, edit, or share case files and client communications.
Security
Protect confidential client information. Softr is SOC2 and GDPR compliant, with advanced access controls for your practice.
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An AI assistant for attorneys
Attorneys can ask AI for client details, case status, or key dates—answers appear instantly in your CRM, right where you work.
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 attorney CRM in minutes using drag-and-drop blocks and legal-specific templates.
Consolidate your stack
Easily add features like case tracking, document management, or client intake as your firm evolves.
Flexible as you grow
Start with a CRM, then add client portals or intake forms—all in one place, with no extra tools.
Build a fully custom CRM for attorneys 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 CRM for attorneys in minutes