Overview
A secure web application for distributing legal and business documents to clients through individual, permissioned accounts, with automatic document generation replacing a manual preparation process.
The Need
Producing and distributing legal and business documents by hand is slow and error-prone: fields get copied manually between templates, and there's no controlled way to ensure a client can only see the documents meant for them.
What It Does
Authenticated clients log into individual accounts to access documents scoped to their permissions. Company and client data fields automatically populate document templates, which are then generated as professional, downloadable PDFs — removing manual document preparation from the workflow.
Key Features
- Authenticated client accounts with account-level permissions
- Document-level access restrictions, so clients see only what they're authorized to see
- Automatic template population from stored company and client data
- Automatic generation of professional PDF documents
- Controlled, permissioned document distribution and downloads
Technical Approach
A Laravel backend handles authentication, document-level authorization, and template population, generating PDFs server-side from structured client data rather than relying on manually assembled files. The React frontend gives each client a scoped view of only the documents and actions their account is permitted.
Key Challenges
The access-control model had to work at the level of individual documents, not just individual accounts, so a client could be granted or denied specific documents without account-wide changes — this shaped the permission schema from the start.
Result
Converted a manual, error-prone document workflow into a controlled, automated system: templates populate automatically, PDFs generate on demand, and distribution stays scoped to each client's permissions.