Build a legal practice CRM for small law firms
Track leads and matters in an AI-powered legal practice CRM for small law firms built with AI you customize to fit your practice.
Tailor your legal practice CRM to your needs
Customize your legal practice CRM with the exact matter stages and intake views your firm needs. Add features as cases grow—no code needed.
Lead and intake tracking
Matter and case management
Legal document management
AI-powered matter summaries
Automated task reminders
Billing and expense reporting
Unify your matter and client data in real time
Connect lead lists, case files, and billing data from multiple tools—or manage everything in Softr Databases. Create a single source of truth for your small law firm.
Custom access for every team member.
Give every lawyer and assistant the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support needed.
Advanced permissions
Give partners, associates, and paralegals tailored dashboards, so each role sees just the matters and deadlines they need.
User groups
Give partners, associates, and paralegals tailored dashboards, so each role sees just the matters and deadlines they need.
Automations
Streamline your firm with Softr Workflows. Trigger native automations for task reminders or status updates to keep your practice running smoothly.
Works on any device
Access and update your legal practice CRM for small law firms on the go. All apps are mobile-ready out of the box for courthouse or office use.
Easy, secure logins
Use Google, email, or SSO logins to give your legal team fast, secure access to record data—no IT tickets needed.
Security
Keep firm and client data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your CRM.
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
Build your legal practice CRM for small law firms in minutes with AI—no manual configuration needed.
Consolidate your stack
Add features like matter summaries, document management, or task reminders as your cases evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, billing dashboards, or internal tools—all in one place.
Generate a custom legal practice CRM for small law firms
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Generate your legal practice CRM — for free
Describe what you need. Softr's AI builds your legal practice CRM for small law firms in minutes.