Create a legal client portal, without code
Softr makes it easy to build a secure client portal for your legal practice. Share contracts, documents, invoices, and more.




Bring your client data together in real-time
Organize everything—and everyone—in one place. Use Softr's built-in databases to power your legal client portal, or build on top of any data source with 15+ integrations.
Add only the views and features you need
Customize your legal client portal to reflect the structure of your practice and the needs of each case. Add only the features you need, and iterate as your workflows evolve.







A legal portal that scales with you
Create a personalized and secure experience for every client, all within a single portal. Tailor the look and feel to align with your firm's brand.
Branding
Deliver a professional client portal that reflects the look and feel of your brand (and impresses your clients).
Works on any device
Turn your portal into a downloadable mobile app in one click with Softr’s PWA feature—no extra design work needed.
Automations
Connect with your existing tools, including Make and Zapier, to seamlessly automate workflows.
User groups
Create custom user groups and separate logins to provide different views and access levels for your team.
Advanced permissions
Customize who sees what, and which actions they can take, even at the most granular level.
Security
Protect customer information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
Go from zero to app, incredibly fast
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.














Frequently asked questions
A legal client portal is a secure, centralized hub where clients can log in to access case updates, share and sign documents, track invoices, and communicate with their law team. It provides a professional and confidential space for managing attorney-client relationships without relying on back-and-forth emails.
A legal client portal is used to give clients one secure place to share sensitive documents, review the status of their cases, and communicate with their legal team. Instead of searching through long email threads or making repeated calls, clients can log in to see updates, deadlines, requests, or invoices.
Law firms use portals to streamline client communication, securely manage case files, and improve the overall client experience. With Softr, you can build a custom legal portal in hours and connect it to the tools you already use.
A good legal portal should make it easy to securely share documents and keep clients informed. The most important features include:
- Secure logins and permissions — ensure only authorized clients and attorneys access case data.
- Case dashboards and timelines — give clients visibility into upcoming deadlines, filings, or hearings.
- E-signature and PDF download — allow clients to sign contracts or forms digitally and save records offline.
- Document and file sharing — upload contracts, pleadings, evidence, or discovery files.
- Billing and invoice tracking — centralize payments and track outstanding balances.
- Messaging and updates — keep attorney–client communication confidential and accessible through in-app commenting.
- Customization — brand the portal to match your firm’s identity and client experience.
- Integrations and data flexibility — connect to tools you already use (like Airtable, Google Sheets, Notion, HubSpot, SQL), or manage data directly in Softr Databases.
With these features, a legal client portal becomes a secure, professional hub for client collaboration and case management.
Traditionally, creating a legal client portal has meant hiring developers or buying inflexible legal software. Today, you can build one much faster using no-code client portal builders like Softr.
Here are the basic steps:
- Connect your data: Start by choosing where your case and client information will live. With Softr, you can build on top of tools you already use, such as Airtable, Google Sheets, Notion, SQL, monday.com, or Hubspot. If you don’t have a system in place, you can also create and manage data directly in Softr Databases. This flexibility means you don’t need to switch systems — the portal adapts to your workflow.
- Set up users and permissions: Define roles like clients, attorneys, and admins, add secure logins, and control who can see or edit information. Softr makes this easy with built-in authentication and role-based access.
- Build your pages: Add dashboards, timelines, case details and updates, or invoice records with drag-and-drop blocks.
- Customize design and branding: White-label your client portal by applying your firm’s logo and brand colors. A professional, branded look strengthens your reputation.
- Add workflows and automations: Automate routine actions and fine-tune permissions. For example, trigger notifications when a new legal document is uploaded, or add reminders when signed documents are due from clients.
- Publish and iterate: Launch your portal in hours, then update or expand it as your firm grows.
With Softr, you can do all this without coding, using pre-built templates, integrations or an AI app builder to get started even faster.
Yes, you can build a legal client portal without coding by using platforms like Softr instead of hiring developers.
With Softr, you can connect your data from Airtable, Google Sheets, Hubspot, Notion, monday.com, SQL (and more) — or use Softr’s built-in databases. You can also set up secure logins and add pages like case dashboards, timelines, or document libraries with simple drag-and-drop blocks.
Finally, you can apply your branding, control permissions, and add workflows, all without writing a single line of code.
With Softr, you can build a legal client portal on top of the tools you already use, so you don’t need to move your data or start from scratch. Softr supports 15+ native integrations, including Airtable, Google Sheets, Notion, monday.com, HubSpot, and SQL databases like MySQL, PostgreSQL, and Supabase. You can also connect any other tool using the REST API connector.
If you don’t have a system in place, Softr includes its own Softr Databases, where you can design and manage your data structure directly. This means you can choose whether to keep data where it already lives or build everything inside Softr.
No matter the source, Softr lets you sync data in real time, control permissions, and decide what your legal clients can view or edit. That flexibility makes it easy to centralize case information in one system of record, and give clients only the views and access they need without duplicating work.
Yes! With Softr, you can add a built-in AI assistant to your legal client portal without extra setup. Instead of coding prompts or configuring separate tools, the assistant works directly with the data inside your portal when you add the Ask AI action button.
For example, attorneys can ask: “What are outstanding tasks for this week?” or “Which invoices are overdue?”
The AI assistant only reads the data users have permission to access, so clients and attorneys get instant answers without seeing information they're not supposed to. This is an optional feature that can add a lot of value to your apps.
Most legal client portals are either bundled into large practice management systems (with features you may not need) or require developers to customize. Softr gives you both flexibility and speed.
- No coding required: Drag-and-drop blocks, ready-to-use portal templates, and built-in user management (with secure logins) mean you can launch in hours, not weeks.
- Data flexibility: Connect existing data sources (Airtable, Notion, SQL, Google Sheets, HubSpot, Clickup, BigQuery), or manage your data directly in Softr Databases.
- Custom branding: Match the look and feel of your firm with full design control and styling options.
- Granular permissions: Control what each client and team member can see or do, with roles like client, attorney, or admin.
- Built-in AI assistant: Unlike many builders, Softr includes an AI chat assistant, so clients and attorneys can get insights directly inside the portal.
This mix of customization and security makes Softr a great option for law firms that want a professional and scalable client portal without developer overhead.












