Organize cases, track deadlines, and manage tasks with a customizable solution tailored to your legal team's unique workflow.


Adapt your legal task management exactly to your team’s needs. Add only the workflows and features you use, and update them as things change.
Connect spreadsheets, case management systems, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your legal work.
Empower legal teams with tailored access and secure task tracking. Set up logins, user groups, and permissions for every member—no IT support needed.
Provide each legal role with custom dashboards, so partners, associates, and staff only see their relevant tasks.
Provide each legal role with custom dashboards, so partners, associates, and staff only see their relevant tasks.
Connect with your favorite tools to automate routine legal workflows, reminders, and document updates.
Legal teams can access and update their task lists from any device, whether in the office or remotely.
Enable secure logins with Google, email, or SSO—giving your team fast and protected access to case tasks.
Keep sensitive case information secure. Softr is compliant with SOC2 and GDPR, ensuring robust protection for legal data.
Legal teams ask AI about tasks, deadlines, or case files—Softr gives instant answers right inside your legal workspace.
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.
Build your legal task management app in minutes with drag-and-drop blocks and templates.
Easily add case tracking, approvals, or deadlines as your legal workflows change—no rebuild needed.
Manage tasks, documents, and client info all in one place—no switching between tools.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A legal task management portal is a secure online space where attorneys, paralegals, and legal staff can track case-related tasks, deadlines, documents, and communications. It serves as a central hub for managing assignments, sharing case files, and monitoring progress—so your legal team stays organized and can collaborate efficiently without relying on scattered emails or spreadsheets.
Softr makes it easy to create a legal task management portal that fits your firm’s workflow. You can connect your existing data—like case records in Airtable, notes in Notion, or contacts in HubSpot—and provide a space where team members can log in, view assigned tasks, upload case documents, and track case progress, all in one place.
You don’t need to code anything. You can start with a template or build from scratch, customize layouts, control access for different roles, and brand the portal for your legal team. It’s quick to launch, easy to update, and flexible enough to keep pace with changing caseloads and team needs.
You can build a wide range of features tailored to your legal workflow. Common examples include:
\- User logins – so each attorney or staff member can access their assigned matters and tasks
\- Custom dashboards – to display active cases, task lists, deadlines, or billable time
\- Forms – for task creation, case updates, or new client intake
\- Document sharing – upload and download legal documents securely
\- Search and filters – to quickly find cases, documents, or tasks
\- Tables, lists, and detail views – to display open matters, milestones, or notes
\- Comments or status updates – to centralize team communication
\- Calendar views – for tracking hearings, meetings, or filing deadlines
\- Permissions and roles – so each staff member sees only what’s relevant to their role
All features are built with Softr’s drag-and-drop interface, making it simple to update the portal as your law firm’s needs evolve.
No coding is required. You can build your legal task management portal entirely using Softr’s visual editor. Everything from layouts to access permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or legal teams within a single legal task management portal. Each user only sees the cases and information assigned to them, based on their login and role. This is especially useful for law firms, legal departments, or anyone managing several matters and stakeholders at once.
Softr supports a wide range of data sources for your legal task management needs. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also connect to other systems using the REST API.
You’re not limited to just one. You can integrate several data sources into the same legal portal and display them together. For example, your legal task management app can pull case data from both Airtable and Google Sheets at once. Most sources support real-time, two-way sync, so updates in your portal or in your data source stay in sync automatically.
Yes, Softr gives you full control over how users experience your legal task management portal. You can tailor the layout, navigation, and content to match your law firm’s branding and workflow. Each page or section can be shown or hidden based on who’s logged in, so every client or team member only sees what’s relevant to their cases.
You can also set up different user roles, such as attorney, paralegal, client, or admin—and define exactly what each role can view or edit. For example, clients can see only their own case information, while internal staff can manage all matters and documentation. You can also create personalized dashboards or filtered views based on the user’s role.
This level of customization helps keep your portal organized, secure, and tailored to each user’s legal needs.
Yes, you can. You don’t need to import your case data from another system to start building your legal task management portal with Softr. If you’re starting from scratch, Softr Databases are built-in and integrate seamlessly with your portal.
If you already track cases or matters in Airtable, Google Sheets, or other tools, you can connect those as well. You can even use the REST API to bring in case data from other sources. Either way, you have full control over how legal matters, deadlines, and documents are structured and displayed.
Yes, you can fully white-label your legal task management solution in Softr. You can use your own firm’s logo, brand colors, fonts, and custom domain to make the platform feel like a seamless extension of your legal practice. You can also remove all Softr branding so your team and clients see only your law firm’s identity throughout the experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your legal task management platform. You can adjust colors, fonts, spacing, and page structure to reflect your firm’s branding. You can also choose how each page is organized, decide which blocks go where, and control what different user roles—like attorneys, paralegals, or clients—see when they log in.
To display your data, you can add different types of blocks depending on what you need:
\- Table blocks – to show structured data like case lists, deadlines, or task assignments
\- List or Card blocks – to highlight things like matter overviews, client contacts, or document summaries
\- Detail View – to show one record at a time, like a case dashboard
\- Forms – for data collection
\- Charts – to monitor task progress
\- Calendar blocks – to display hearings, meetings, or filing deadlines
If your needs change later, it’s easy to update the design right in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your legal task management apps are hosted on secure, reliable infrastructure. Softr gives you full control over who can see and do what in your platform. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive case information across your entire platform.
For integrations with external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it displays it in real time based on your access settings. You’re always in control of your legal data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your information safe.
You can get started for free. Softr’s Free plan lets you publish one legal task management app with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your platform needs more users or features, you can review the paid plans for additional options: <http://softr.io/pricing>
Softr is designed to make it easy to create fully functional, user-facing apps—like legal task management platforms, client portals, or internal tools—without writing any code or needing a developer. What makes it unique is how quickly you can go from idea to a working system, and how well it connects with your existing data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more developer-centric (like Retool), Softr is built for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded solutions that attorneys, staff, or clients can access.
You can customize everything visually—from design to permissions. Since Softr includes user roles, forms, conditional logic, and API support out of the box, you don’t need multiple tools to launch something professional.
Yes. Softr supports a wide range of integrations, so you can connect your legal task management platform to the rest of your firm’s workflow. You can sync with tools like Stripe for payments, add communication tools, and automate tasks using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced automations.
Whether you need to send updates to other systems, trigger automations based on task status, or pull in information from other legal tech tools, you can build these workflows into your platform without writing code.