My Legal Pro Trading
Lawyer App Desktop
Project type: Improvement
My Legal Pro is an Australian legal tech SaaS solutions platform that provides integration services for the legal process of property transactions between various stakeholders such as lawyers, clients and agents, by increasing the ease of fast, transparent and real-time administration.
My Role :
As the UI/UX designer I helped defining the problem in old interface, creating solution, and crafting new, fresh & consistent user interface.
Timeline
Q3 2023
6 mins read
Project Brief
My Legal Pro Trading app has been launched for some time, but the app has found problems with the complexity of the user experience and inconsistencies in its design language. This project is about revamping the old interface, overhauling and building a consistent design style that can be implemented across other Tribe products.
Project Goals
Implementing a consistent design style throughout this project
Refining information architecture hierarchy to improve the whole user experience
Improve design consistency
Before I executed this project, I first compiled a scenario in the form of a storyboard, from the results of the interview with the solicitor. The goal was to ensure my understanding of the user's needs and align the design style according to the user's needs.
Old Interface
Previously, this web app had an interface but the design was very old and has inconsistency with unorganized architectural information and redundant wording. In this project, we also fixed and improved the user experience.
Dashboard
Image : Dashboard before & after redesign
Storyboard
1
Property sale and purchase
2
Hire a lawyer for legal matters
3
Lawyers prepare documents related to the sale and purchase of property.
4
The lawyer also determines the status of the case and how many days until settlement.
5
The lawyer takes care of all payment matters in accordance with applicable regulations and informs the client, also known as task
6
The client completes the payment for the task, the client sends invoice, but sometimes the client can forget and the lawyer has to follow up.
7
The client asks the lawyer for case updates. The lawyer provides the client with case updates and so on until settlement.
8
Settlement is complete, the matter is finished and the property has officially transferred ownership.
Scenario : Property trading process
The process are manual, and after several consultation and research which involving solicitor, lawyer, we found a behavior that can be summarized in a user journey like this
Image : Jobs to be done by lawyer & solicitor
Design Concept
Instead of making this just a simple legal case management software, I want to take this opportunity to make My Legal Pro on top of Law firm’s mind & simplify the process.
Create new case
Running case list dashboard
Case details page
Task
Image : User journey
Information Architecture
To make it easier and make the content organized, easy navigation then I design the information architecture first and get approval from PM.
Defining Design Style to Implement
Instead of making this just a simple legal case management software, I want to take this opportunity to make My Legal Pro on top of Law firm’s mind.
Primary, secondary & semantic colors. The choice of navy blue and gold was a direct request from upper stakeholders.
Designing the Interface
Dashboard interface with sidebar expanded
In table, the data have date create & due date to settlement
In dashboard also has a comment column that is connected to various ongoing cases. This aims to make it easier for lawyers to access communication quickly, cutting the flow to access comments without having to go to the case detail page
Dashboard interface with sidebar expanded
Glance of overview section in dashboard as quick access information for lawyer. It contains amount of running case, to do list, payment items, case invitation
Comment interaction | View comment
The “view comment” button is needed to ensure that every stakeholder has read the comment and it is summarized in the history. Because what is prioritized is transparency and evidence.
Comment interaction | Comment is generated
Interaction when comment has been viewed
Test & Iteration
Usability tests with lawyer & solicitor in internal law firm
Problem : Comment column actually is not that needed
After test is conducted, we got a feedback that comment column in dashboard not that needed by solicitor & lawyer. They found it overwhelmed with too many content information
Iteration : In dashboard page, lawyer only need case list & overview glance
Lawyer only need overview & case list also recently view for quick access
Before
After
Applying filter
Filter is applied
Lesson learned
Story board can ease a process thinking & put deep empathy for user
Before the project kick off, we have brainstorm workshop to put any scenario in mind & collaboration with every related stakeholder in product. And from that, we generate story board how’s lawyer & solicitor activities from beginning, during, until finish & settlement.
The benefit of usability testing
Before we launch the product, we conduct usability testing first & found that one of our assumption is not that needed (comment column) & after iteration, we remove comment column from dashboard