AI features integration:
Project Background:
This project aimed to streamline and enhance the efficiency of legal professionals by addressing critical challenges such as legal document preparation, writing and analyzing reports and effective client communication.
Research & Insights
We worked on four main features that would enhance the platform.
AI Feature integration
As a primary designer, I led the design for a cutting edge AI- powered features for a legal CRM company that mainly focuses on mass torts.
As part of the project, I worked closely with cross-functional teams to gather requirements, design wireframes and prototypes, conduct user testing, and incorporate feedback.
By adopting the Lean UX Process, we focused on building an MVP to quickly deliver value and iterate based on user feedback.
With a solid understanding of the legal CRM industry and user needs, I successfully implemented AI-powered features that enhanced user engagement and improved overall user satisfaction.
COMPANY NAME
BRIDGELEGAL
ROLE
PRODUCT DESIGNER
TEAM
CTO
PRODUCT MANAGER
INTEGRATION ENGINEER
FRONT_END ENGINEER
TOOLS
WHIMSICAL, FULLSTORY, FIGMA
TIME
6 WEEKS
DOCKETS & DOCUMENTS
Users can click a button to generate a concise summary of extensive documents.
CASE SUMMARY
Users can use this feature to get the overall key points of a case matter.
REPORT ANALYSIS
Users can get an analyzed report of any tables.
CHAT ASSIST
This feature will be available throughout the platform to stay connected to the users.
1. AI case summary:
Challenge
Summarizing multiple forms and matters for a case is often complex and time-consuming.
Solution
Our case summary feature allows users to select one or multiple forms related to a specific matter and receive a comprehensive summary.
Key Functionality
Multi-form summarization
Users can choose various forms and have the entire case summarized.
Pin to main page
Important summaries can be pinned to the main page for easy access and reference.
Future Efficiency:
The system learns from user preferences, improving the accuracy of future summaries.
User Impact:
This feature simplifies case management and ensures critical information is readily accessible
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2. AI document & docket summary:
Challenge
Legal professionals such as lawyers and paralegals often spend significant time preparing and reviewing lengthy documents. Especially in a firm that deals with big class action law suits where the plaintiff numbers are high it can become hard to keep track and among every document.
Solution
We developed an AI powered feature that summarizes entire 400+ documents, case docks and extract only the required and necessary facts.
Key Functionality
Automated Summarization:
Users can click a button to generate a concise summary of extensive documents.
Interactive customization:
Users can ask follow-up questions and add or remove parameters to refine the summary.
Future Efficiency:
Users can ask follow-up questions and add or remove parameters to refine the summary.
User Impact:
This feature drastically reduces the time required for document review, enabling legal professionals to focus on higher-value tasks.
3. AI Smart analytics:
Challenge
A new tab called "smart analytics" was added alongside traditional "table" and "chart" views.
Solution
The smart analytics feature allows a user to analyze long complicated reports into bite sized information that easy to understand.
Key Functionality
Smart analytics tab:
A new tab called "smart analytics" was added alongside traditional "table" and "chart" views.
Actionable insights:
Users receive AI-generated insights and trends, helping them make informed decisions.
Future Efficiency:
The system learns from user preferences, improving the accuracy of future summaries.
User Impact:
This feature enhances the decision-making process by providing deeper, data-driven insights.
4. AI Chat Assist:
Challenge
Efficient communication with clients is crucial for legal professionals.
Solution
We Our general AI Chat feature addresses client questions and concerns in real-time.
Key Functionality
Real time interaction:
Users can engage with an AI chatbot to address their queries promptly.
Continuous learning:
The AI improves over time, providing more accurate and relevant responses.
Collaboration:
Multiple users can share and view the chat history.
User Impact:
This feature enhances the decision-making process by providing deeper, data-driven insights.
Collaboration & Process
Cross-Functional Teamwork:
Throughout the project, I collaborated closely with software developers, data scientists and legal experts. This collaboration ensured that out solutions were technically feasible and aligned with user needs.
Design and prototyping:
I led the design efforts, creating detailed wireframes and interactive prototypes. These prototypes were instrumental in conducting user testing and gathering valuable feedback.
User Testing and Feedback:
We conducted extensive user testing sessions with internal and external users, iterating on designs based on their feedback. This iterative process ensured that our features were intuitive, effective and met the needs of legal professionals.
Conclusion:
The AI-powered features we developed have significantly enhanced the efficiency and effectiveness of legal professionals. By leveraging AI technology and following a user-centric design approach, we delivered innovative solutions that address key challenges in the legal industry. This project highlights my ability to lead complex design initiatives, work collaboratively with diverse teams, and deliver impactful solutions.