Build crm software for lawyers, no code required
Manage client cases, track deadlines, and organize documents with a customizable CRM tailored to your legal practice needs.
Customize your CRM around your processes
Create a CRM that matches your firm's workflow. Add only the features you need today and adapt your setup as your practice grows—no code needed.
Client intake management
Case tracking and milestones
Document storage and sharing
Task and deadline reminders
Client communications log
Billing and invoice management
Unify your case data in real time
Connect spreadsheets, legal CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your practice.
Custom access for every legal team. Built-in security.
Give lawyers and staff secure, role-specific access to client and case information. Set up logins, user groups, and permissions—no IT required.
Advanced permissions
Provide different access for partners, associates, and staff so everyone sees the client and matter details they need.
User groups
Provide different access for partners, associates, and staff so everyone sees the client and matter details they need.
Automations
Connect with e-signature and legal tools to automate routine tasks like updates, reminders, and document management.
Works on any device
Lawyers and staff can securely access the CRM from desktop or mobile devices—wherever they work.
Easy, secure logins
Let your team log in securely with Google, email, or SSO—no IT tickets required.
Security
Safeguard sensitive legal data with SOC2 and GDPR compliance and detailed access controls for every user.
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An AI assistant for your firm
Let lawyers and staff ask AI for client info, deadlines, or status—answers appear instantly, right inside your CRM system.
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 legal CRM in minutes with drag-and-drop blocks and case management templates.
Consolidate your stack
Add tools for case tracking, document sharing, or intake as your legal practice evolves—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, matter dashboards, or forms—all in one place, no extra tools.
Build a fully custom CRM for lawyers 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 legal professionals today