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60%
FASTER DATA ENTRY
Prospect Development for Law Firm
A custom tool that helps law firms track prospects, streamline outreach, and grow their client pipeline.
Context
Industry Sponsored Project
Jan - May 2025
Team
Disha / Bon / Ethan
Responsibilities
Systems Design
Mobile Design
Design Critique
UX Audit
User Interviews
Tools
Figma
FigJam
The TLDR ↓
Opportunity
Attorneys have no time for networking.
They bill in 6 minute increments.
Attorneys have to do their legal work and also help the firm grow by meeting people, finding new clients, and keeping in touch with them.
Harvey Specter, Partner at Law Firm
6 min = $1000
Does his daily duty law work
Brings in new clients for business!!*
*for visual purposes only.
CRM tools are designed for sales teams, not for managing client relationships in law firms.
Salespeople have time to learn and use CRMs because it’s part of their job. Lawyers don’t have that time or capacity.
Without the right tool, lawyers spend too much time and effort manually building and managing their list of prospects and clients.
Problem
Helping lawyers manage their client pipeline through a simple mobile app and desktop tool.
Solution
Adding new prospect through business card.
Data entry for in-person settings.
Add prospect through LinkedIn.
Data entry integrated with common networking application.
Edit existing prospects and add new contacts.
Maintain updated contact list synced with desktop app.
Access prospect development information and upcoming actions at a glance.
Help users prioritize important action items.
Quickly reach out to prospects through email templates and simple interactions.
Integrate external digital tools with ease of interaction.
Create new action items without leaving the main dashboard.
Map out several steps in a single flow.
Mobile Application
Customized and quick data entry.
Desktop Application
Actions to take relationship forward.
+
=
Cross-platform contact management system tailored to legal workflows
Single-purpose components for simplicity
Process starts here ↓
The current system is manual, and no simple alternative fits attorneys’ needs.
Interviews with 4 attorneys validated the goals for this application.
Solution: ____
easy right?
WRONG
Focus in on the process for data entry
Solution: ____
easy right?
Understanding the Problem • Research
The current system of data entry involves email chains between 3+ people and manual entry into an Excel sheet. Additionally, generating new steps and potential actions is time consuming.
Requirements from the firm,
and our key metrics for success.
Goal:
1
Data entry in
6min
2
Reduce friction for entering data at
in-person events
3
Accelerate identifying
next steps
to maintain client relationship
Manual entry
Lawyer has to email admin for data entry
Current system
What’s on the market
Error prone
Multiple touchpoints increases risk of typos and miscommunication
Steps have to be generated by attorney
Difficult to consume
Cannot read on the go
Unfamiliar terminology
Slows lawyers down
Unnecessary input fields
Inability to add prospects in-person
Users must log them manually later