The document management platform built by attorneys for how attorneys actually work. Organize, share, and demystify legal documents — all in one place.
Organize client documents exactly the way you would with physical binders — but faster, smarter, and always accessible. Create custom binders with color-coded tabbed sections for estate planning, business formation, real estate closings, and any practice area you serve.
Build reusable binder templates with predefined sections tailored to your practice. When onboarding a new client, select a template and a fully structured binder is ready in seconds — no repetitive setup, no missed sections.
Upload, organize, and share documents with clients through a secure, role-based portal. Clients see only what you want them to see. Attorneys maintain full control with granular Row Level Security policies backed by Supabase.
Legal terminology shouldn't be a barrier for your clients. Define glossary terms once and they appear as highlighted, interactive tooltips within documents — helping clients understand their own paperwork without a phone call to your office.
Create client accounts, assign binders, and manage access from a single dashboard. Switch between client views instantly. Every client gets their own secure space with only their documents visible.
Choose from curated wallpaper themes and personalize your dashboard. Color-code binders and sections to match your organizational style. A workspace that feels like yours — because it is.
Add your client to the system with their name and email. They receive secure login credentials to access their own portal.
Select a template or create a custom binder with labeled, color-coded sections. Organize it exactly the way you'd organize a physical binder on your shelf.
Drop files into the appropriate sections. Documents are stored securely and only visible to you and the assigned client.
Add glossary entries for legal terms specific to the case. Clients see highlighted definitions right inside their documents — no confusion, fewer questions.
Clients log in to their own portal, browse their binder, and read their documents with full glossary support. Everything they need, anytime they need it.
Bookshelf Life gives your clients a better experience and gives you back the time you spend answering “what does this mean?” — all with the familiar feel of a well-organized binder.