Corporation Set Product Design
End to end Product Designer
Engineer Team (3)
Legal Team (*)
To comply with my NDA (non-disclosure agreement) with Ailaw, I have omitted and obfuscated confidential information in this case study.
AILaw is a cloud-based legal technology platform that can greatly reduce repetitive and redundant labor work in non-litigation fields such as immigration petitions.
The company wanted to develop a new platform that can ease corporation compliance and trademark applications.
Design a product that can ease the repetitive and redundant labor work in Corporation Application routine works for both attorneys and clients.
Organize and compose a multi-dimensional product flow about a complex circumstance that involves two different parties from raw ideas.
Aim user group
Due to the market team research, 92% of our users are attorneys or law firms. They are helping applicants as their clients to finish Corporation applications. Attorneys serve their clients by building cases to serve them. The rest 8% of users are individual applicants, they are familiar with the legal process and dry the process by themselves.
92% USERS ARE ATTORNEYS & LAW FIRMS
Comprehend & Frame the Legal Process
To picture the whole map of this serious, complex, and rigorous process, I went through the process by playing the roles of both attorneys and clients, to experience the differences, struggles, and difficulties of the process. I also worked with professional attorneys to comprehend the works flow, timeline, and tasks given by both parties and the intercourses between them.
Structure the whole map
Finishing a case needs the engagement of 2 parties, time & efforts vary from stages. There are 3 management systems in the whole map:
The user management system deals with the attorney & client relationship, authorities, communications and notifications, to help attorneys investing clients' backgrounds and find the best way to apply.
The case management system handles the cases built by two parties, involving case type, case services, and payments and contracts between two parties.
The task management system is the core functional part of the process, it manages the detailed flow like operations, and documentation, submission, etc.
The whole system map
Abstract the main structure
The complex systems can be formed into a Taxonomy of Management, to display the product logic in a simple way. Anything else can be defined as branches attach to the main structure.
Taxonomy of the Management
PRODUCT USER (ATTONEYS)
SERVICE TARGET (CLIENTS)
SERVICE OBJECT (CASES)
CASE CONTENT (SERVICE)
SERVICE DETAIL (TASKS)
Wireframe the System
From the main structure, add some of the branches to form the whole application flow into wireframes.
Task Manage Layout
Always shows the basic info of the case in different manage system
When there is an action operating/checking a document, attorneys need the know the info directly shown on the screen. It also a panel that could connect to the case management system to quickly switch to different cases.
The operating area varies depends on different subtasks.
As subtask changes, the operating area view changes too. I keep this area in a smaller frame in the center to lower down its visual hierarchy.
Where we should integrate our help?
To figure out the most desirable functions we would integrate, I worked with attorneys & their clients to go through the whole process, find out what borders the process.
7 law firms, 40+ attorneys, assistant attorneys, and clients participated in our research to find out what the most features they want to have.
Service flow, spending time of two parties, and user wishlists
The 'Collect Info', 'Prepare', 'Sign' stages are the most time-consuming section, also the sections receive the most complains from. Thus we will look into these stages first.
NOTE: Due to the reading length also some sensitive info I only put two major problems solved by design below.
01 is a high-level solution related to algorithm that I discussed with the developer & engineer teams.
02 is UX/UI design merging our technology to use.
01 Form Filling Issue
The most significant problems that clients & attorneys care about:
Clients complained that they had to fill in the basic info every time (e.g. name, contact info, date, etc.)
Sometimes they need specific instructions or examples of the form items.
When clients are skipping some questions they have no ideas, they might forget to fill it back in. It takes a lot of effort from both clients and attorneys to check missing items.
Categorize item info (basic info, signature, etc.) fill the same item category with stored info; fill each info in steps with detailed instruction.
Categorize info, fill the same item category with stored info
Fill each info in steps with detailed instruction
Attorney's view on Form Filler
Give an idea of the form filling progress.
Each form item will have the detailed instruction, helps clients understand the legal terms, and reduces attorney response efforts.
Users have the freedom to go through each section and fill the information, and track back the unfinished part easily.
Client's view on Form Filler (Signature Pattern)
Users can store signature/date and use whenever they need.
02 Merge Legal Statement Library to Statement Mockup Section
Ease the editing of:
Add Clause from library
Add search library, apply and edit to the statement editing.
Wireframe of Clause Mockup System
Clause Mockup System
Hover '+' to add a clause
When hovering to an empty lane, a '+' will appear.
Otherwise, edit with a normal mode.
For each level of clause category, give a backable explorer.
Clause added Indicator
A quick flash sign then disappear reminds clause has been added.
After my involvement in the project, the team continued to evolve and polish the product, as well as finesse the finer functional details as the app was being built. Although I was not part of this process, it was great to see most of my work brought to life—an impressive achievement by the team, considering that it was a complete design and build from scratch.
What I learn
Engagement is the most effective way to comprehend a complex process.
To really solve the problems with smart technologies, it is quite crucial that comprehend the actual workflow and the system of the legal process, document types, and the engagements & tasks between two parties.
I played the roles of two parties and went through the process, to experience the differences, struggles, and needs during the process. It took a lot of effort to study the process and communicate with our attorney partners. Yet only in this way, we could dive into depth to solve the deeper demands and make sure that we won't make mistakes in this serious, complex, and rigorous process.
Structuralize the whole map in a multi-dimensional way.
When facing different flows, items, roles, engagements in a complex system, it's quite important to have a 3D picture to structuralize the map to connect the whole things together, the exhaustive details were just suddenly formed into an easy understanding structure.