LitiGate
As the sole UX designer at the company, I took a central role in developing LitiGate's Bundles feature, enriching the platform as an intelligent litigation operating system. This feature simplifies legal data management, benefiting law interns, lawyers, and firm partners by streamlining the creation of court-compliant bundles.
Client:
LitiGate
My Role:
Senior Design Manager
Year:
2019-2020
Service Provided:
Product Design, Creative Direction
Collaborators:
Yael Zilberfeld, Matthew Barnes
Challenges
Legal professionals grapple with bundle creation and approval, often hampered by a lack of collaboration, fragmented legal data, and version control issues. The existing solutions lacked legal-specific functionalities, leading to disconnected information and cumbersome bundle management.
Process
I partnered with in-house legal experts, our CEO, and customer success team to deeply understand bundle creation nuances.
I worked hand in hand with the development team and product manager, and together we refined the feature's scope and created initial wireframes.
New bundle creation flow, import documents and bundle properties
Editing a single document within the bundle
Solution
We balanced business opportunities and user challenges, and aligned technical capabilities with bundle creation needs, by:
Integrating bundles swiftly into our case management using the existing SDK (WebView).
Enhancing editing with inline edits, reordering functions, bulk actions, and intuitive menus.
Automating bundle index and cover generation, ensuring dynamic updates.
Bolstering collaboration by enabling bundle owner changes for efficient progress tracking.
New section creation and reordering documents
Arranging documents within a section
Detail : Bulk actions within a bundle
Detail : Right click menus
Changing the owner of a bundle
Outcome
High lead conversion: The initial Bundles release efficiently converted many leads into paying customers, meeting high demand.
Key customer’s satisfaction: Boutique law firm Kepler Wolf found our Bundles feature impressive, saving them significant time compared to previous methods.
Continuous Improvement: Promptly, we released upgraded versions of Bundles with new features like highlighting, client collaboration, and secure sharing, improving the experience.
Illustrations creatively directed by me and created by Yael Zilberfeld
Conclusion
The Bundles feature has revolutionized bundle creation and management, shifting legal professionals to modern legal SaaS solutions. Through careful design and integration, it has improved collaboration and editing within the product. This user-centric approach has strengthened LitiGate's position as an innovative platform, empowering legal professionals to work efficiently and effectively.