CRM

Create legal client relationship management software

Manage cases, track client details, and enhance efficiency with a custom CRM tailored to your law firm's unique workflow.

Get started free Start with a template

Screenshot of a legal client relationship management software interface, displaying organized client information, case details, and navigation menus designed for law firms.

legal client relationship management software for law firms mobile ui

Loved by 800,000+ teams around the globe

Flexibility

Customize your CRM around your processes

Create a client management tool tailored to your law firm’s workflow. Add only the features you need today, and adapt as your practice grows.

UI screenshot of task and deadline tracking

UI screenshot of contact and communication logs

UI screenshot of billing and invoice management

Data Management

Bring all your client data together in real time

Connect spreadsheets, case management systems, and other tools with real-time sync—or manage everything in Softr Databases. Centralize your client, case, and workflow data.

Explore all data sources

Power

Give every client a secure, custom experience.

Provide law firm clients with a fully branded portal for seamless communication and document sharing. Set up secure logins, permissions, and dashboards in minutes.

Easy, secure logins

Clients and staff can use the portal on desktop or mobile—no extra setup needed. Access case updates and files anywhere, anytime.

Works on any device

Clients and staff can use the portal on desktop or mobile—no extra setup needed. Access case updates and files anywhere, anytime.

Automations

Connect with tools like Make, Zapier or N8N to automate appointment reminders, status updates, and document requests.

User groups

Provide separate logins and tailored dashboards for attorneys, paralegals, and clients—ensuring everyone sees just what they need.

Advanced permissions

Customize access to sensitive legal documents, messages, and case info with granular controls for every user group.

Security

Safeguard confidential legal information. Softr is fully SOC2 and GDPR compliant for peace of mind.

AI Magic

An AI assistant for your CRM

Let lawyers ask AI about client details or next steps—answers appear instantly, right inside your relationship management system.

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 legal client relationship management software for law firms

Easy, fast setup

Launch your legal CRM in minutes with drag-and-drop blocks and templates for law firms.

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

Consolidate your stack

Add features like case tracking, document sharing, or workflows as your practice evolves—no rebuild needed.

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

Flexible as you grow

Start with a CRM, then add client portals, forms, or dashboards—all in one place for your firm.

“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

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“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 CRM for law firms 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.”