[Case 04]

AI Solution for Litigation Workflows

Legal

AI Solution for Litigation Workflows

Transforming Legal Practice with AI: Linking Data, Reducing Effort, and Unlocking Efficiency for Litigators

[Project Overview]

Design a tool that streamline litigation workflows by automating document retrieval, creating timelines, and enabling natural language queries, allowing litigators to focus on strategy and decision-making.

[Problem Statement]

Litigators struggle with overwhelming data, spending hours manually finding key evidence. They need a tool that automates document retrieval and case analysis, saving time and improving accuracy.

[Industry]

Legal

[My Role]

Senior Designer

[Platforms]

Desktop App

[Timeline]

October 2024 - January 2025

[Persona]

Jhon Roberts

Senior Litigator

I need a tool that finds the needle so I can focus on winning, not sorting.

Age: 38

Location: New York City

Tech Proficiency: Moderate to High

Gender: Male

[Goal]

Reduce time spent on document review and case preparation.

Ensure no critical evidence is missed during discovery.

Quickly construct a compelling case timeline for court presentations

[Frustrations]

Spends hours manually sifting through thousands of documents to find "hot docs."

Struggles to connect insights across emails, chat logs, and legal filings.

Existing tools lack intelligent filtering and summarization, requiring excessive manual effort.

[Process]

[01] User Research

Conducted user interviews with 5 senior litigators to understand their workflow and their pain points

Conducted shadowing: Observing litigators in their natural work environment to see how they interact with documents, timelines, and case materials.

Benchmarked existing legal tech tools to identify strengths, weaknesses, and opportunities for differentiation.

[01] User Research

Conducted user interviews with 5 senior litigators to understand their workflow and their pain points

Conducted shadowing: Observing litigators in their natural work environment to see how they interact with documents, timelines, and case materials.

Benchmarked existing legal tech tools to identify strengths, weaknesses, and opportunities for differentiation.

[01] User Research

Conducted user interviews with 5 senior litigators to understand their workflow and their pain points

Conducted shadowing: Observing litigators in their natural work environment to see how they interact with documents, timelines, and case materials.

Benchmarked existing legal tech tools to identify strengths, weaknesses, and opportunities for differentiation.

[02] Insights

The current legal tools are so frustrating to litigators that simply a better designed docucument management tools made the litigators super excuted

Frequently the most relevant evidence in in litigations cases are in the comments and editros notes in the digital documents

Litigators and Discovery lawyers consume documents in a very distict way.

[02] Insights

The current legal tools are so frustrating to litigators that simply a better designed docucument management tools made the litigators super excuted

Frequently the most relevant evidence in in litigations cases are in the comments and editros notes in the digital documents

Litigators and Discovery lawyers consume documents in a very distict way.

[02] Insights

The current legal tools are so frustrating to litigators that simply a better designed docucument management tools made the litigators super excuted

Frequently the most relevant evidence in in litigations cases are in the comments and editros notes in the digital documents

Litigators and Discovery lawyers consume documents in a very distict way.

[03 Design Solution]

A document management tool that is powered by an AI that helps identify the relevant documents based on a previous defided scope

A timeline generated that linked events that happened and their related documents

Broke down the tool into 2 different user types with some adjustments to the interface. One for litigators and another for discovery lawyers

[03 Design Solution]

A document management tool that is powered by an AI that helps identify the relevant documents based on a previous defided scope

A timeline generated that linked events that happened and their related documents

Broke down the tool into 2 different user types with some adjustments to the interface. One for litigators and another for discovery lawyers

[03 Design Solution]

A document management tool that is powered by an AI that helps identify the relevant documents based on a previous defided scope

A timeline generated that linked events that happened and their related documents

Broke down the tool into 2 different user types with some adjustments to the interface. One for litigators and another for discovery lawyers

[Outcome]

Project green-lighted by company executives and started development.
92% of the company's legal team foun the tool really helpful. (More then 200+ members on the team).
We were invited to work on more project with the team.

[Key Learnings]

New and exciting is not always needed

Exciting and innovative features are always nice, but so is a well designed product and UX.

New and exciting is not always needed

Exciting and innovative features are always nice, but so is a well designed product and UX.

New and exciting is not always needed

Exciting and innovative features are always nice, but so is a well designed product and UX.

Constant validation pays off

Regular meetings with the future users helped us uncovered hidden issues and ensured the design met user needs.

Constant validation pays off

Regular meetings with the future users helped us uncovered hidden issues and ensured the design met user needs.

Constant validation pays off

Regular meetings with the future users helped us uncovered hidden issues and ensured the design met user needs.

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