Dashboard & Reporting

Create a custom law firm financial dashboard

Monitor revenue, track expenses, and analyze financial trends with a tailored dashboard designed for your law firm's needs and goals

A digital dashboard interface displaying financial metrics and charts for a law firm, including graphs, summary statistics, and navigation menus.
law firm financial dashboard mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your financial data together in real time

Connect spreadsheets, accounting software, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your firm.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Empower your law firm’s finance team with secure dashboards and granular access controls. Set up logins, user groups, and permissions—no IT needed.

Advanced permissions

Easily provide partners, accountants, and admins with tailored dashboards and access to the right reports.

User groups

Easily provide partners, accountants, and admins with tailored dashboards and access to the right reports.

Automations

Connect with tools like Make or Zapier to automate financial reporting, notifications, and data sync for your firm.

Works on any device

Finance dashboards are mobile-ready by default, so your team can review firm metrics anywhere, anytime.

Easy, secure logins

Enable secure logins for your finance team with Google, email, or SSO—no IT support required.

Security

Safeguard confidential financial data with SOC2 and GDPR compliance, and robust access controls for law firms.

AI Magic

An AI assistant for your firm

Let AI answer finance questions or highlight trends—right inside your dashboard, powered by your live law firm data.

Why Softr

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.

UI screenshot of Softr drag-and-drop dashboard setup for building law firm financial dashboard

Easy, fast setup

Launch your law firm financial dashboard in minutes—no coding or complex setup required.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add new reports, data sources, or permissions as your firm’s needs change—no rebuild needed.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Bring together billing, case data, and performance metrics in one secure dashboard—no extra tools.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom law firm financial dashboard 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is a law firm financial dashboard?
What are the benefits of building a law firm financial dashboard with Softr?
What types of features can I build into my law firm financial dashboard?
Do I need to know how to code to build a law firm financial dashboard in Softr?
Can I manage multiple clients or teams in the same law firm financial dashboard?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my law firm financial dashboard in Softr, including using my own branding?
Can I customize the design and layout of my law firm financial dashboard?
How secure is my data in Softr apps?
How much does it cost to build a law firm financial dashboard with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your law firm financial dashboard today

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