Manage client cases, track communications, and streamline operations with a custom CRM tailored to your law firm's unique needs.


Tailor your CRM for your law firm’s unique workflows. Add only the tools you need now, and adapt your setup easily as your practice grows.
Connect spreadsheets, CRMs, and legal management systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your law firm.
Give attorneys and staff the right access to client and case information. Set up secure logins, user groups, and detailed permissions—no IT needed.
Tailor access for lawyers, assistants, and admins so each role sees dashboards and information relevant to their cases.
Tailor access for lawyers, assistants, and admins so each role sees dashboards and information relevant to their cases.
Connect with tools like Make, Zapier, or N8N to automate reminders and case updates, reducing manual admin work.
Access and manage client information securely from any device, whether in the office or at court.
Allow staff to log in easily using Google, email, or SSO for fast, secure access to the firm’s CRM.
Protect client confidentiality with SOC2 and GDPR compliant safeguards, plus fine-tuned access controls throughout.
Let your team ask AI about leads, cases, or contacts—answers come instantly, right inside your legal CRM from Softr.
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 law firm CRM in minutes with drag-and-drop blocks and legal-specific templates.
Add features like case tracking, document management, or intake forms as your firm grows—no rebuild needed.
Start with a CRM, then add client portals, billing dashboards, or forms—all in one platform.
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 CRM software for law firms is a secure, centralized platform where attorneys and legal staff can manage client matters, track case statuses, store documents, and streamline client communications. It helps law firms organize all case-related information, appointments, and correspondence in one place, making it easier to deliver efficient, high-quality service to clients.
Softr allows you to create a CRM tailored to the specific needs of your law firm. You can integrate your existing data sources—like Airtable, Hubspot, Notion, or SQL—so that your team can track cases, manage client information, share files securely, and automate workflows all within a single platform.
There’s no need for coding. You can start with a template or customize your CRM from scratch, define user roles, and brand it to match your firm’s identity. It’s quick to deploy, simple to maintain, and flexible enough to adapt as your practice grows or your needs change.
You can build a wide variety of features into your CRM software for law firms, depending on your workflows and practice areas. Common features include:
\- User logins – so attorneys and staff access their own matters and data
\- Custom dashboards – to track case statuses, deadlines, and billing
\- Forms – for client intake, matter updates, or document requests
\- Secure document sharing – upload and download case files or evidence
\- Search and filters – to quickly find matters, clients, or documents
\- Tables, lists, and detail views – to organize case records, contacts, or court dates
\- Comments or status updates – to centralize internal discussions
\- Charts – to visualize case load, billable hours, or deadlines
\- Calendar view – for hearings, appointments, and key milestones
\- Permissions and roles – so different team members see only relevant information
All these features are built using Softr’s drag-and-drop editor, so you can adjust or expand your CRM as your firm’s needs evolve.
No coding is required. You can create your law firm’s CRM entirely through Softr’s visual editor. From customizing layouts to setting up permissions, everything can be configured without writing any code.
Yes. You can manage multiple clients or practice groups within the same crm software for law firms. Each attorney, paralegal, or client only sees the matters, case files, and information relevant to them, based on their login and assigned role. This is especially helpful for law firms that handle numerous cases or have several teams working with different clients at once.
Softr supports a range of data sources relevant to legal practices. You can connect your crm software for law firms 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 client or case data from other systems using the REST API.
You’re not limited to just one. You can combine multiple data sources into your legal crm and display them together—so your firm’s portal can, for instance, show data from both Airtable and HubSpot at once. Most sources allow for real-time, two-way sync, so updates in your crm or data source stay coordinated automatically.
Yes, Softr allows you to fully tailor how attorneys, staff, and clients interact with your crm software for law firms. You can customize the layout, navigation, and content to reflect your firm’s workflow and branding. Each section or page can be shown or hidden based on the user’s role, so each client or team member only accesses information relevant to them.
You can define specific user roles, such as attorney, paralegal, admin, or client, and set detailed permissions for each. For example, clients can only view their own case files and messages, while attorneys and staff can manage all firm data. You can also create personalized dashboards by filtering information for each logged-in user. This flexibility is especially valuable when managing multiple cases, practice areas, or teams within one platform, keeping everything secure and organized.
Yes, you can. You don’t need to import your law firm’s data from another system to get started with Softr. If you’re starting fresh, you can use Softr Databases, which are built into the platform and work seamlessly with your new crm software for law firms.
If your firm already has existing data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to integrate other sources. Either way, you have complete control over how your client, case, and matter information is organized and displayed in your portal.
Yes, you can fully white-label your crm software for law firms in Softr. You can use your law firm’s logo, brand colors, fonts, and custom domain to make the CRM feel like a seamless extension of your practice. You can also remove all Softr branding, so your clients and legal team only see your firm’s identity throughout the software.
Absolutely. Softr gives you flexibility to tailor both the design and layout of your law firm’s CRM. You can adjust colors, fonts, and page structure to match your firm’s branding. You also control how each page is organized, which blocks appear where, and what information is visible to attorneys, paralegals, or clients upon login.
To manage your legal data, you can use different types of blocks, such as:
\- Table blocks – for structured case lists, contact details, or deadlines
\- List or Card blocks – for highlighting client profiles, open matters, or practice areas
\- Detail View – to display individual case details or client dashboards
\- Forms – to gather intake information or internal notes
\- Charts – for tracking firm performance, billable hours, or case outcomes
\- Calendar blocks – to display hearings, meetings, or statute deadlines
If your needs change, it’s easy to adjust your CRM’s content or layout right in the Softr visual builder.
Softr is built with security in mind. All your law firm’s data is encrypted in transit (TLS) and at rest, hosted on secure and reliable infrastructure. Softr lets you set role-based permissions, manage users directly in your data source, and use visibility rules to restrict access to sensitive client and case information.
If you connect external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it simply displays it in real time according to your access controls. You remain in control of your firm’s data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and ongoing monitoring to keep your legal information secure.
You can get started for free. Softr’s Free plan allows you to publish one CRM app for your law firm with up to 10 users and 2 user groups, and it supports major data sources like Softr Databases, Airtable, and Google Sheets.
If your firm needs more users or advanced features, paid plans are available to scale with your growth: <http://softr.io/pricing>
Softr is designed to make it easy to build powerful, user-facing tools—like CRM software tailored for law firms—without any coding or developer help. What makes Softr stand out is how quickly you can launch a working CRM and how seamlessly it connects to your firm’s data sources.
Unlike some no-code platforms focused on mobile apps (like Glide) or more technical tools (like Retool), Softr is built for teams who want control over layout, permissions, and client experience. You can build on live legal data from Airtable, Google Sheets, or Softr Databases, and create branded, secure portals for your attorneys, staff, or clients.
With flexible visual customization, user roles, forms, conditional logic, and API support out of the box, you can launch a polished law firm CRM without juggling multiple platforms.
Yes. Softr lets you connect your law firm CRM with your other tools and automate legal workflows. You can integrate with services like Stripe for payments, Intercom for chat, and automate tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced automation.
Whether you want to sync case data, trigger notifications, or display information from other apps, you can build it into your CRM—no coding required.