Seeking consultant to see if Airtable could work as a legal case management system

Hi Harry, would love to discuss to see if we could be a good fit. In addition to my airtable experience, I worked in accounting at a law firm and was instrumental in helping them acquire new software, and have experience in transaction management in real estate. My website is growwithjen.com, you can find out more about my experience and credentials as well as how to schedule a discovery call there. Look forward to connecting.

Welcome to the community, @Harry_Heist!

Yes, Airtable is absolutely perfect for this! I have built a lot of legal case management systems in Airtable for many different law firms!

Here are some of the key pieces of software that you will want to use with Airtable:

CUSTOMER FORMS:

Your #1 best bet for this is to use Fillout’s advanced forms for Airtable because it communicates directly with Airtable and can easily do everything that you requested.

Fillout is 100% free, and it offers hundreds of features that Airtable’s native forms don’t offer, including the ability to update customer records using a form, create custom PDF files from a form submission, accept payments on forms, add a login page to your form, perform math or other live calculations on your forms, collect signatures on a form, create multi-page forms with conditional paths, and much more.

I show how to use a few of the advanced features of Fillout on these 2 Airtable podcast episodes:

• Using Fillout to update an existing Airtable record & create an eSignature approval process with PDF file creation.
• Using Fillout to create an order entry form with line items.

CUSTOMER PORTAL:

Airtable offers its own built-in portals feature which is extremely easy to setup & use & maintain, but it is also the most expensive solution.

For a less expensive customer portal, the most popular portals that are currently available for Airtable are: Noloco, JetAdmin, Softr, Pory, Glide, and MiniExtensions.

I gave an entire one-hour webinar on Noloco called Building a Client Portal on Noloco powered by Airtable.

GENERATING DOCUMENTS & PDF FILES FROM AIRTABLE:

Here are a few popular 3rd-party apps for automatically generating documents from Airtable:

1. DocuMint — the original document creation app for Airtable. Creates PDF files.
2. DocsAutomator — creates Google Docs documents or PDF files. 
3. Make’s integrations — which can be integrated with any document-creation app of your choosing, even something as simple as custom Microsoft Word documents.

INTEGRATIONS & COMMUNICATIONS WITH OTHER APPS:

To have Airtable communicate & integrate with other apps, you will need to use Make’s advanced automations & integrations.

If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one of the ways that you could instantly trigger a Make automation from Airtable. 

I also give live demonstrations of how to use Make in many of my Airtable podcast appearances. For example, in this video, I show how to work with Airtable arrays in Make.

Hope this helps!

If you’d like to hire the best Airtable consultant to help you with this or anything else that is Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

Harry, happy to help. I’ll send you a PM. Cheers!

Hi Harry,

I’d be happy to work with you on this. Sending you a PM.

Regards,
Ruchika

hi @Harry_Heist would love to have a chat about what you are trying to build and discuss the best options available.

Website: alessiomonino.com
Calendly: Calendly - Alessio Monino
Email: alessio.monino@gmail.com

Hi Harry ,
Sent pm .part of the Development in case management for right of way workflow.
Did modules in Deltek accounting

Hi Harry,
All that you have described is certainly well within my area of expertise and I would be glad to help you out on all this.
You can reach me on andrewjohnson56782@gmail.com
Best Wishes,
Andrew

Interesting to read how you’re exploring simpler ways to streamline legal case workflows without the complexity of traditional systems. Airtable might actually fit well, especially with its forms, automations, and client-facing interfaces. While looking into tools that reduce repetitive data entry, I found an Online grade calculator that showcases how clean, well-structured data flows can make any process smoother. Hope you find a setup that gives your team the flexibility you’re aiming for.

Hi  ​@Harry_Heist 

I can help you design a streamlined case management system that suits your needs without the complexity of traditional legal software. By using Airtable, Softr, and automation tools, we can create an efficient, user-friendly portal and workflow to manage your eviction cases, including document creation, communication, and client intake.

Here’s the approach:
• Build a customer portal in Softr for new and existing clients to register, submit info, and upload documents
• Set up automated workflows in Airtable to capture client data and status updates
• Create a document generation system with mail merging for court documents and bills
• Implement communication tools in the portal for staff to update clients and send status emails
• Integrate a form-based system for staff to add additional info to case records
• Automate bulk document generation for multiple cases on selected dates

Let’s schedule a call to discuss the details further.