Optimizing Client Engagement and Legal Workflow
J.J.Gandhi & Associates Law Portal to amplify client acquisition and workflow efficiency
Boosting new client conversion rates by 20% and optimizing internal processes for sustained 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
