Create a custom legal client intake system
to streamline the client onboarding experience
Turn your existing data into a flexible legal client intake system in minutes without code.
Start from scratch or customize our template.
Trusted by 500,000+ teams worldwide
It’s really easy to set up the whole system and give access to the users. You just set up the permissions for a given user group and send them a magic link, and, within a few seconds, they’re logged in and have access to all the data they need.
Jeremy Taylor Owner, Defiant CNC
Made to fit your client onboarding data and workflows
Softr gives you the tools to build the most relevant client management modules for your business.
Client communication
Replace endless email chains with comments and tasks, or embed live chat using integrations with messaging tools.
Document management
Create a secure hub for clients to upload, access, and share important documents, and sign contracts using eSignature requests.
Project management
Get a shared view of projects, including timelines and tasks. Let employees and clients create or update tasks in real-time.
Account management
Let your clients easily update their profile information and manage account preferences from within the portal.
Client onboarding
Simplify onboarding with pre-built signup/login pages, and conditional forms to tailor the portal experience.
Reporting
Provide clients with insights and results by embedding dashboards and reports from other platforms in your portal.
Customize a client intake system to your needs
With modern blocks and templates, Softr lets you create a user-friendly portal that delights clients. Use conditional forms to speed up the intake process.
Show clients only what they need to see
With advanced permissions, you can securely tailor access for different user groups. Customize and control what information different types of users can access, and which actions they can take.
Craft beautiful forms
Build multi-step forms with ease using a visual logic builder. Customize your form's design with layout options, then tweak colors, fonts and more to your liking.
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Rated 4.8 in 450+ verified reviews
Read why companies and operators love Softr.
"They say that if you can’t explain it in a simple way, you don’t understand it well enough. I say the same thing about any software. If you can’t figure it out in the first 10 min by yourself without any tutorial, it’s probably not for you. Since the first moment we discovered Softr, we started the work."
"The best no-code platform to create websites based on airtable databases."
"Softr is an easy to use no-code platform that has so much potential."
"Creating a customer portal with Softr allows us to give our customers that bit of extra value. Our customers always comment on how easy to use our Softr portal is and love the fact that it updates with data from Airtable in real-time."
"Incredible platform - from web noob to office superstar in a month!"
"I have been impressed with the flexibility of Softr. The ability to pull data from different Airtable bases into different blocks and display them on one page was one of the main reasons I chose Softr."
"Softr is the goldilocks of no code — not too difficult, not too simple. It’s powerful in that you can build a dynamic app that reacts to user inputs, yet is simple enough to build quickly."
"Easily the shortest learning curve on any app I've used! It's very intuitive and when you can't figure something out the support is excellent and there is also a great community who are always willing to help."
"The best no-code platform to create websites based on airtable databases."
