Legal · Secure Document Platform

Legal Document Vault — a secure client-facing document platform for a legal practice

A secure, client-facing legal document vault that centralizes document access, client–lawyer communication, and activity tracking in one purpose-built platform.

5 MilestonesScope
6 WeeksTimeline
Bubble + AWSStack

A legal practice managing sensitive client matters relied on generic file-sharing tools, email threads, and disconnected portals. Clients had no centralized access to their own files and attorneys had no reliable audit trail. We built a focused Legal Vault: long-term retention, near-zero learning curve for clients, and direct attorney–client access in one secure platform.

Key Results Achieved

Full ownership, zero lock-in

A secure vault the practice fully owns — every account, credential, and asset transferred on delivery.

100%IP & platform ownership transferred to the client
0Ongoing dependency to operate the platform
Matter-scopedAccess control at the data layer
The approach

Challenge & solution

The challenge

Documents were shared over unsecured channels, with no matter-based access control and no record of who accessed what and when — making compliance and accountability impossible to enforce.

Business challenges

  • Centralize client document access in one secure place
  • Give attorneys a reliable, matter-based audit trail
  • Keep the learning curve near zero for non-technical clients
  • Deliver full ownership with no vendor lock-in

Technical challenges

  • Enforce strict matter-based access at the data layer
  • Serve documents only through expiring signed URLs
  • Provision dedicated, client-controlled encrypted storage
  • Transfer every credential and asset cleanly on handover

Our solution

A no-code platform on Bubble.io backed by AWS storage — delivering enterprise-grade security without the overhead of a custom-coded stack. Privacy rules enforce matter-based access at the data layer so clients can only ever see their own documents.

Core features delivered

  • Matter-scoped accessBubble privacy rules enforce strict per-matter access — a client only ever sees the documents on their own matter.
  • Signed-URL document deliveryFiles are served via signed URLs with expiration policies, so documents are never publicly accessible.
  • Dedicated encrypted storageA custom AWS S3 bucket with IAM roles and encryption policies gives the practice full data sovereignty.
  • Activity & audit logEvery access and action is recorded, giving attorneys the reliable audit trail generic tools never provided.
  • Full ownership handoverThe application, design files, and infrastructure transfer into the client's own accounts — no dependency remains.
Under the hood

Architecture & technical build

Built on Bubble.io with AWS-backed storage. Bubble's privacy rules enforce access at the data layer; signed URLs and a dedicated S3 bucket with client-managed encryption extend that to the storage layer.

Architecture overview

  • Matter-scoped privacy rules — data isolation enforced server-side
  • Signed URLs with expiration — no publicly accessible files
  • Dedicated AWS S3 bucket with IAM roles and encryption at rest and in transit
  • IP assigned per milestone, not only at final payment

Key technical components

Application handoverThe Bubble application transfers into the client's own account with full admin access — no dependency remains.
Design transferAll wireframes, mockups, and design assets transfer to the client's account for future iteration or white-labeling.
Dedicated AWS S3 setupA custom bucket with IAM roles, encryption policies, and signed-URL configuration, handed off into the client's AWS account.
Signed-URL access layerExpiring URLs govern every document download, keeping files private by default.

Tech stack

Bubble.io (No-Code)Figma (UI/UX)AWS S3 (Dedicated Bucket)Signed URLs with ExpirationBubble Privacy RulesIAM Roles & EncryptionRole-Based Access Controls
How we built it

Implementation timeline

Each milestone shipped something functional before moving forward — no black-box delivery.

01
Milestone 1

Design & UI/UX

Figma wireframes and complete app-flow mockups across onboarding, matter dashboard, document viewer, messaging, and activity log.

  • Wireframes
  • Clickable mockups
02
Milestone 2

Development

Front-end screens in Bubble plus backend logic, database schemas, role-based access controls, privacy rules, and core workflows.

  • Front-end
  • RBAC & privacy rules
03
Milestone 3

Testing & QA

Rigorous testing across security, functionality, and responsiveness — file permissions, signed-URL access, role enforcement, and cross-device rendering.

  • Security tests
  • Responsive QA
04
Milestone 4

Dedicated AWS storage

A custom AWS S3 bucket with IAM roles and credentials — full encryption control and data sovereignty, handed directly into the client's AWS account.

  • S3 bucket
  • IAM & encryption
05
Milestone 5

Feedback & handover

Client review, final refinements, and transfer of the full application and design files into the client's ownership as primary admin.

  • Final refinements
  • Ownership transfer
Outcomes

Results & impact

Early outcomes

  • Full ownership of the app, design files, and AWS infrastructure transferred to the client
  • Every account, credential, and asset handed over — no lock-in
  • Matter-based access and audit trail enforced at the data layer

Business impact

  • Foundation supports native mobile apps and white-labeling for other firms
  • Deeper reporting can be added without rebuilding the core
  • Growth can proceed on a stable, already-tested foundation
The last step

Need a secure, client-owned platform for sensitive documents?

We build compliant, matter-scoped platforms with enterprise-grade security — and hand you full ownership of every layer on delivery.

Book a Free Strategy Call →

3-week launch · Fixed pricing · Senior team