Build a Legal Case Management Portal Without Code

  • Written By: Elliott Sprecher
Build a Legal Case Management Portal Without Code

Managing legal cases requires structure, but setting up the right system shouldn’t be a burden. Whether you’re tracking client info, organizing case files, or sharing updates with your team, you need a flexible and secure solution.

With Knack, you can build a legal case management portal from scratch—without writing code or hiring a developer. It’s fast to set up, easy to use, and powerful enough to handle your growing caseload.

Start with a Template or Use AI

When you log into your Knack dashboard, you’ll see three ways to create your app:

  1. Generate with AI
  2. Use a template
  3. Import your data

If you know exactly what you want, the AI generator is a good place to start. You just describe the parts of the app you need—like case tracking, client profiles, and task assignments—and Knack builds it for you.

But if you prefer a faster route, there’s already a legal case management template available. This template includes all the basics, so you can begin customizing right away without starting from a blank slate.

You can also import existing data, which makes it easier to migrate from a spreadsheet or another platform.

Once your portal is created, it’s time to make it work for your firm. The template includes key elements like:

  • Case records
  • Client contact info
  • Case status tracking
  • Task lists

You can rename fields, rearrange sections, or add new forms. For example, you might want to include:

  • Document upload areas
  • Date pickers for court deadlines
  • Dropdowns for case types
  • Private notes for internal teams

Knack’s builder is drag-and-drop, so you can change layouts without touching any code. You can also control which users see what. For example, clients can log in to view their case status, while attorneys and paralegals see everything—including internal notes.

You can even automate simple tasks. When a case changes status, you can trigger an alert. Or when a task is completed, the system can update the progress bar.

Brand and Publish with Confidence

Once the portal works the way you want, it’s easy to polish the design. You can add your firm’s logo, set brand colors, and rewrite instructions or button labels. This gives your app a professional feel that builds client trust.

When you’re ready to go live, just click “Publish.” Knack hosts your app and gives you a secure URL that works on any device. Clients and staff can log in from anywhere to update cases, submit documents, or check progress.

You stay in control of the data. You decide who can access each part of the portal. And you can make updates to the app at any time—without waiting on a developer.

Scale as You Grow

Whether you’re a solo attorney or part of a larger practice, Knack grows with you. Start with the basics, and expand the app as your needs evolve.

You might want to:

  • Add billing and invoicing tools
  • Create dashboards for performance tracking
  • Set reminders for renewals or filings
  • Link to other systems like calendars or CRMs

Knack supports integrations and automation, so you can streamline more of your daily work over time.

The platform also supports team collaboration. You can assign roles, track user activity, and manage multiple cases at once—all from the same portal.

Get Organized Without the Overhead

Most legal teams rely on outdated spreadsheets or expensive systems that are hard to update. Knack offers a better way.

You can build a custom case management system that fits your exact workflow—without dealing with rigid templates or high costs. And because you’re in charge, you can adjust the portal anytime your process changes.

Knack gives you the structure you need, without getting in your way.

Try It Today

Legal work is complex, but your tools don’t have to be. Knack helps you build a portal that’s simple to use, fast to launch, and flexible enough for real legal teams.

You don’t need a developer. You don’t need a big budget. You just need a clear idea of what you want—and Knack handles the rest.

Try Knack today and create your own legal case management portal in minutes.