Platfio
Agentic teams
Beta
This feature is in beta. We know agents are the future of work. However, we are still defining the best practices for agentic implementation inside software agencies. This is an opt-in beta. If you would like to enroll or apply to join the beta program, we would love your feedback and your help shaping how agentic work evolves for software agencies.

Meet the AI agents built into Platfio. Each one is tuned for a real software agency role and connected to the platform features that let it do useful work, not just generate text.

View all agents
For Business Owners

If you're a business owner looking for custom software, we can connect you with an expert Platfio agency that will build a holistic, tailored solution for your business — from mobile apps, to websites, to internal tools.

Browse all business types
Healthcare
Clinics, dental & medical practices.
Health & Wellness
Gyms, spas, salons & studios.
Professional Services
Consulting, legal & accounting firms.
Retail
Shops, boutiques & e-commerce.
Food & Beverage
Restaurants, cafes, bars & catering.
More Industries
Browse all business types.
View all features →
View all agents →
Resources
How-to guides for managing clients, projects, proposals, and every other agency feature on the Platfio platform.
Lessons
Step-by-step video tutorials for building apps and websites on Platfio — designed to share with your customers too.
Blog
Deep insights from agency veterans on growing your business, winning more clients, and building better apps.
Announcements
New features, platform updates, and product highlights to keep your agency ahead of the curve every week.
Roadmap
See what we’ve shipped, what we’re building now, and what’s coming next for the Platfio platform.
Workshops
Hands-on expert workshops to help your agency plan, sell, and deliver custom software projects.
Compare
To understand what Platfio does, explore our comparisons to help design your ideal agency operating system.
Help Center
Browse all learning materials and find the best place to start.

Looking for custom software for your business? We'll connect you with an expert Platfio agency.

Healthcare
Clinics, dental & medical practices.
Health & Wellness
Gyms, spas, salons & studios.
Professional Services
Consulting, legal & accounting firms.
Retail
Shops, boutiques & e-commerce.
Food & Beverage
Restaurants, cafes, bars & catering.
Browse all business types →
Customers Pricing Contact Sales
Login Sign Up
Case Study

Create Legal

A law firm app with a client portal, case management, and document handling.

Law Firm
Create Legal
Client Portal Case Management Document Management CRM

Create Legal is a law firm that uses a custom app built on Platfio to manage cases, communicate with clients, and run their legal practice from one platform.

The App

Clients access a secure portal to view case updates, share documents, and communicate with their legal team. Internally, the firm tracks cases, deadlines, tasks, and billing — all from a single dashboard.

Key Features Used

  • Client Portal — Secure access for clients to view case progress and share documents
  • Case Management — Organised case files, deadlines, and task tracking
  • Document Management — Store, share, and manage legal documents securely
  • CRM — Track every client relationship, communication, and matter

Want Something Similar?

Get a custom app for your law firm — built by a Platfio agency.

Get Started Law Firm Solutions