Optimizing Client Engagement and Legal Workflow
J.J.Gandhi & Associates Law Portal to amplify client acquisition and workflow efficiency
Decreased Time in Task completion by 30% and optimized internal processes for sustainable growth
Jan 2024 - Present

Overview


Team Make-up
Product Designer (My Role), Company Principal Associate, Software Engineer and Developer, UX Researcher
Tools
Figma, FigJam, Miro, Adobe Illustrator, UserZoom
Time line
6 months and on-going (client portal development)
My Role + Impact

Problem Statement


Business Challenges


Business Goals


Roadmap to achieve the set business objectives
User Research

1. Competitive Analysis




2. Surveys



Survey results and insights gathered
3. User Interviews and User Personas



Persona 1 - Existing Client

Persona 2 - Prospective Client


4. User flow
finding opportunities in the current user flow to improve the product
Current User flow of an existing client

Current User flow of a prospective new client

7. Affinity Mapping
Organizing + Action


Step 1
Revamping the Website
Before
After

Explore the Website here


Step 2
Post Usability Test : Exploring Ideas through Storyboards & Wireframes



Prioritizing Insights and Iterations after brainstorming ideas



Phase 1 - Client Portal MVP Prototypes


Interface of the Client Portal after navigating from the website

Dashboard Interface providing all necessary information needed to organize their tasks. The next step to add in the dashboard is also to track the case status to indicate progress made.

Appointment Schedule page providing information about upcoming appointments along with clear cues to schedule next appointment.
1. On-boarding process

2. Revamped Appointment Booking Process

3. Centralized Document Management

Usability Test -2

Business and UX Results

