This is the end of the case study!
Thank you for reading!
This is the end of the case study!
Thank you for reading!
60%
FASTER DATA ENTRY
60%
FASTER DATA ENTRY
60%
FASTER DATA ENTRY
60%
FASTER DATA ENTRY
Prospect Development for Law Firm
Prospect Development for Law Firm
Prospect Development for Law Firm
Prospect Development for Law Firm
A custom tool that helps law firms track prospects, streamline outreach, and grow their client pipeline.
A custom tool that helps law firms track prospects, streamline outreach, and grow their client pipeline.
A custom tool that helps law firms track prospects, streamline outreach, and grow their client pipeline.
A custom tool that helps law firms track prospects, streamline outreach, and grow their client pipeline.
Context
Context
Context
Context
Industry Sponsored Project
Jan - May 2025
Industry Sponsored Project
Jan - May 2025
Industry Sponsored Project
Jan - May 2025
Industry Sponsored Project
Jan - May 2025
Team
Team
Team
Team
Disha / Bon / Ethan
Disha / Bon / Ethan
Disha / Bon / Ethan
Disha / Bon / Ethan
Responsibilities
Responsibilities
Responsibilities
Responsibilities
Systems Design
Mobile Design
Design Critique
UX Audit
User Interviews
Systems Design
Mobile Design
Design Critique
UX Audit
User Interviews
Systems Design
Mobile Design
Design Critique
UX Audit
User Interviews
Systems Design
Mobile Design
Design Critique
UX Audit
User Interviews
Tools
Tools
Tools
Tools
Figma
FigJam
Figma
FigJam
Figma
FigJam
Figma
FigJam
The TLDR ↓
The TLDR ↓
Opportunity
Opportunity
Opportunity
Opportunity
Problem
Problem
Problem
Problem
Attorneys have no time for networking.
They bill in 6 minute increments.
Attorneys have no time for networking.
They bill in 6 minute increments.
Attorneys have no time for networking.
They bill in 6 minute increments.
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.
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.
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.
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.
CRM tools are designed for sales teams, not for managing client relationships in law firms.
CRM tools are designed for sales teams, not for managing client relationships in law firms.
CRM tools are designed for sales teams, not for managing client relationships in law firms.
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.
Salespeople have time to learn and use CRMs because it’s part of their job. Lawyers don’t have that time or capacity.
Salespeople have time to learn and use CRMs because it’s part of their job. Lawyers don’t have that time or capacity.
Salespeople have time to learn and use CRMs because it’s part of their job. Lawyers don’t have that time or capacity.
Helping lawyers manage their client pipeline through a simple mobile app and desktop tool.
Helping lawyers manage their client pipeline through a simple mobile app and desktop tool.
Helping lawyers manage their client pipeline through a simple mobile app and desktop tool.
Helping lawyers manage their client pipeline through a simple mobile app and desktop tool.
Solution
Solution
Solution
Solution
Adding new prospect through business card.
Data entry for in-person settings.
Adding new prospect through business card.
Data entry for in-person settings.
Adding new prospect through business card.
Data entry for in-person settings.
Add prospect through LinkedIn.
Data entry integrated with common networking application.
Add prospect through LinkedIn.
Data entry integrated with common networking application.
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.
Edit existing prospects and add new contacts.
Maintain updated contact list synced with desktop app.
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.
Access prospect development information and upcoming actions at a glance.
Help users prioritize important action items.
Access prospect development information and upcoming actions at a glance.
Help users prioritize important action items.
Quickly reach out to prospects through email templates.
Integrate external digital tools with ease of interaction.
Quickly reach out to prospects through email templates.
Integrate external digital tools with ease of interaction.
Quickly reach out to prospects through email templates.
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.
Create new action items without leaving the main dashboard.
Map out several steps in a single flow.
Create new action items without leaving the main dashboard.
Map out several steps in a single flow.
Mobile Application
Customized and quick data entry.
Mobile Application
Customized and quick data entry.
Mobile Application
Customized and quick data entry.
Mobile Application
Customized and quick data entry.
Desktop Application
Actions to take relationship forward.
Desktop Application
Actions to take relationship forward.
Desktop Application
Actions to take relationship forward.
Desktop Application
Actions to take relationship forward.
+
+
+
+
=
=
=
=
Cross-platform contact management system tailored to legal workflows
Cross-platform contact management system tailored to legal workflows
Cross-platform contact management system tailored to legal workflows
Cross-platform contact management system tailored to legal workflows
Single-purpose components for simplicity
Single-purpose components for simplicity
Single-purpose components for simplicity
Single-purpose components for simplicity
Process starts here ↓
Process starts here ↓
What we achieved ↓
What we achieved ↓
The current system is manual, and no simple alternative fits attorneys’ needs.
The current system is manual, and no simple alternative fits attorneys’ needs.
The current system is manual, and no simple alternative fits attorneys’ needs.
Interviews with 4 attorneys validated the goals for this application.
Interviews with 4 attorneys validated the goals for this application.
Interviews with 4 attorneys validated the goals for this application.
Interviews with 4 attorneys validated the goals for this application.
Attorneys wanted easier to understand CRMs that 'spoke their language'.
In these interviews, we realized attorneys were a LOT less tech-savvy than we thought. Some of them didn't even have Linkedin accounts.
Attorneys wanted easier to understand CRMs that 'spoke their language'.
In these interviews, we realized attorneys were a LOT less tech-savvy than we thought. Some of them didn't even have Linkedin accounts.
Attorneys wanted easier to understand CRMs that 'spoke their language'.
In these interviews, we realized attorneys were a LOT less tech-savvy than we thought. Some of them didn't even have Linkedin accounts.
Attorneys wanted easier to understand CRMs that 'spoke their language'.
In these interviews, we realized attorneys were a LOT less tech-savvy than we thought. Some of them didn't even have Linkedin accounts.
1 | Data entry was time-consuming and underused technology.
1 | Data entry was time-consuming and underused technology.
1 | Data entry was time-consuming and underused technology.
1 | Data entry was time-consuming and underused technology.
Attorneys had to complete over 20 steps to narrow prospects and enter them into the system, relying on email instead of modern tools.
Attorneys had to complete over 20 steps to narrow prospects and enter them into the system, relying on email instead of modern tools.
Attorneys had to complete over 20 steps to narrow prospects and enter them into the system, relying on email instead of modern tools.
Attorneys had to complete over 20 steps to narrow prospects and enter them into the system, relying on email instead of modern tools.
2 | There was a disconnect between our PM and the target users – the attorneys.
2 | There was a disconnect between our PM and the target users – the attorneys.
2 | There was a disconnect between our PM and the target users – the attorneys.
2 | There was a disconnect between our PM and the target users – the attorneys.
Many facts that we were given were correct. However, there were occasional points of disconnect between our PM and the users that we discovered in our user interviews.
Many facts that we were given were correct. However, there were occasional points of disconnect between our PM and the users that we discovered in our user interviews.
Many facts that we were given were correct. However, there were occasional points of disconnect between our PM and the users that we discovered in our user interviews.
Many facts that we were given were correct. However, there were occasional points of disconnect between our PM and the users that we discovered in our user interviews.
We realized that our problem actually had 2 aspects:
We realized that our problem actually had 2 aspects:
We realized that our problem actually had 2 aspects:
We realized that our problem actually had 2 aspects:
Research • Understanding the Problem
Research • Understanding the Problem
Research • Understanding the Problem
Research • Understanding the Problem
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.
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.
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.
Requirements from the firm,
and our key metrics for success.
Requirements from the firm,
and our key metrics for success.
Requirements from the firm,
and our key metrics for success.
Goal:
Goal:
Goal:
Goal:
1
1
1
1
Data entry in
Data entry in
Data entry in
Data entry in
6min
6min
6min
6min
2
2
2
2
Reduce friction for entering data at
Reduce friction for entering data at
Reduce friction for entering data at
Reduce friction for entering data at
in-person events
in-person events
in-person events
in-person events
3
3
3
3
Accelerate identifying
Accelerate identifying
Accelerate identifying
Accelerate identifying
next steps
next steps
next steps
next steps
to maintain client relationship
to maintain client relationship
to maintain client relationship
to maintain client relationship
Manual entry
Lawyer has to email admin for data entry
Manual entry
Lawyer has to email admin for data entry
Manual entry
Lawyer has to email admin for data entry
Current system
Current system
Current system
What’s on the market
What’s on the market
What’s on the market
Error prone
Multiple touchpoints increases risk of typos and miscommunication
Error prone
Multiple touchpoints increases risk of typos and miscommunication
Error prone
Multiple touchpoints increases risk of typos and miscommunication
Steps have to be generated by attorney
Steps have to be generated by attorney
Steps have to be generated by attorney
Difficult to consume
Cannot read on the go
Difficult to consume
Cannot read on the go
Difficult to consume
Cannot read on the go
Unfamiliar terminology
Slows lawyers down
Unfamiliar terminology
Slows lawyers down
Unfamiliar terminology
Slows lawyers down
Unnecessary input fields
Unnecessary input fields
Unnecessary input fields
Inability to add prospects in-person
Users must log them manually later
Inability to add prospects in-person
Users must log them manually later
Inability to add prospects in-person
Users must log them manually later
Flowchart outlining prospect developement
Flowchart outlining prospect developement
Flowchart outlining prospect developement
Flowchart outlining prospect developement
Code is generated and sent by email to admin to enter system. The user queries for the prospect using this complex code.
Code is generated and sent by email to admin to enter system. The user queries for the prospect using this complex code.
Code is generated and sent by email to admin to enter system. The user queries for the prospect using this complex code.
Code is generated and sent by email to admin to enter system. The user queries for the prospect using this complex code.
MOST ASSUMPTIONS
MOST ASSUMPTIONS
MOST ASSUMPTIONS
“Attorneys don’t use any modern networking tools like Linkedin”
“Attorneys don’t use any modern networking tools like Linkedin”
“Attorneys don’t use any modern networking tools like Linkedin”
“Our stage rating system using letters is understandable to all the attorneys”
“Our stage rating system using letters is understandable to all the attorneys”
“Our stage rating system using letters is understandable to all the attorneys”
“We should use AI to automate emails and other messaging”
“We should use AI to automate emails and other messaging”
“We should use AI to automate emails and other messaging”
“I use LinkedIn pretty often, especially to keep up with friends in the industry”
“I use LinkedIn pretty often, especially to keep up with friends in the industry”
“I use LinkedIn pretty often, especially to keep up with friends in the industry”
“I don’t really understand the rating system. I just keep prospects in my head”
“I don’t really understand the rating system. I just keep prospects in my head”
“I don’t really understand the rating system. I just keep prospects in my head”
“I find that AI writing sounds very different from my own, I never use it.”
“I find that AI writing sounds very different from my own, I never use it.”
“I find that AI writing sounds very different from my own, I never use it.”
PM OPINION
PM OPINION
PM OPINION
OUR CONCLUSIONS FROM USER INTERVIEWS
OUR CONCLUSIONS FROM USER INTERVIEWS
OUR CONCLUSIONS FROM USER INTERVIEWS
We simplified the prospect development flow and identified opportunities to integrate tech.
We simplified the prospect development flow and identified opportunities to integrate tech.
We simplified the prospect development flow and identified opportunities to integrate tech.
We simplified the prospect development flow and identified opportunities to integrate tech.
A desktop-based dashboard wasn’t practical for in-person events, so we proposed a mobile solution.
A desktop-based dashboard wasn’t practical for in-person events, so we proposed a mobile solution.
A desktop-based dashboard wasn’t practical for in-person events, so we proposed a mobile solution.
Design • Mapping Flows
Design • Mapping Flows
Design • Mapping Flows
Design • Mapping Flows
① Sourcing Stage
① Sourcing Stage
① Sourcing Stage
① Sourcing Stage
② Create prospect profile
② Create prospect profile
② Create prospect profile
② Create prospect profile
③ view prospect in dashboard
③ view prospect in dashboard
③ view prospect in dashboard
③ view prospect in dashboard
④ Action Stage
④ Action Stage
④ Action Stage
④ Action Stage
Identify companies or individuals to add to the prospect database
Identify companies or individuals to add to the prospect database
Identify companies or individuals to add to the prospect database
Identify companies or individuals to add to the prospect database
Add prospects’ info into
the firm’s database
Add prospects’ info into
the firm’s database
Add prospects’ info into
the firm’s database
Add prospects’ info into
the firm’s database
View and edit prospect, plan future actions and timelines
View and edit prospect, plan future actions and timelines
View and edit prospect, plan future actions and timelines
View and edit prospect, plan future actions and timelines
Engage with prospects throughout the client conversion process
Engage with prospects throughout the client conversion process
Engage with prospects throughout the client conversion process
Engage with prospects throughout the client conversion process
Information is reviewed by business development director
Information is reviewed by business development director
Information is reviewed by business development director
Information is reviewed by business development director
Update dashboard after every interaction with prospect
Update dashboard after every interaction with prospect
Update dashboard after every interaction with prospect
Update dashboard after every interaction with prospect
Ability to send networking emails
in-situ in dashboard
Suggested actions streamline the business development process
Ability to send networking emails
in-situ in dashboard
Suggested actions streamline the business development process
Ability to send networking emails
in-situ in dashboard
Suggested actions streamline the business development process
Ability to send networking emails
in-situ in dashboard
Suggested actions streamline the business development process
Mobile entry for in-person interactions.
Mobile entry for in-person interactions.
Mobile entry for in-person interactions.
Mobile entry for in-person interactions.
Suggest potential contacts and surface relevant relationships
Suggest potential contacts and surface relevant relationships
Suggest potential contacts and surface relevant relationships
Suggest potential contacts and surface relevant relationships
Dashboard with clear information about prospects, timelines, stages, etc.
Dashboard with clear information about prospects, timelines, stages, etc.
Dashboard with clear information about prospects, timelines, stages, etc.
Dashboard with clear information about prospects, timelines, stages, etc.
Main Action
Main Action
Main Action
Main Action
Secondary Action
Secondary Action
Secondary Action
Secondary Action
OpportunitY
OpportunitY
OpportunitY
OpportunitY
Familiarity for users was central to the design approach.
Familiarity for users was central to the design approach.
Familiarity for users was central to the design approach.
We based the design on Apple Contacts and common dashboards, and incorporated Gunderson Dettmer’s branding and colors for a familiar yet customized experience. This impacts adoption by the attorneys too.
We based the design on Apple Contacts and common dashboards, and incorporated Gunderson Dettmer’s branding and colors for a familiar yet customized experience. This impacts adoption by the attorneys too.
We based the design on Apple Contacts and common dashboards, and incorporated Gunderson Dettmer’s branding and colors for a familiar yet customized experience. This impacts adoption by the attorneys too.
Key features of the designs.
Key features of the designs.
Key features of the designs.
Key features of the designs.
We tested our designs with 2 users, and made changes based on feedback.
We tested our designs with 2 users, and made changes based on feedback.
We tested our designs with 2 users, and made changes based on feedback.
We noticed that users liked Linkedin, but not enough to use QR codes. Users wanted a clean dashboard, but didn't want to think about where items were. It was a tough balance to strike.
We noticed that users liked Linkedin, but not enough to use QR codes. Users wanted a clean dashboard, but didn't want to think about where items were. It was a tough balance to strike.
We noticed that users liked Linkedin, but not enough to use QR codes. Users wanted a clean dashboard, but didn't want to think about where items were. It was a tough balance to strike.
IDENTIFICATION AT IN-PERSON EVENTS
IDENTIFICATION AT IN-PERSON EVENTS
IDENTIFICATION AT IN-PERSON EVENTS
Situation
Situation
Situation
Event-specific name tag
Event-specific name tag
Event-specific name tag
ID Card
ID Card
ID Card
LinkedIn QR Code
LinkedIn QR Code
LinkedIn QR Code
Inspiration
Inspiration
Inspiration
WAYS TO ENTER INFO ON PHONE
WAYS TO ENTER INFO ON PHONE
WAYS TO ENTER INFO ON PHONE
Scanning a card
Scanning a card
Scanning a card
Scanning a QR Code
Scanning a QR Code
Scanning a QR Code
SCANNING CARDS + QR CODES
SCANNING CARDS + QR CODES
SCANNING CARDS + QR CODES
Design Idea
Design Idea
Design Idea
How do we make it user for users to enter prospect information when in-person?
How do we make it user for users to enter prospect information when in-person?
How do we make it user for users to enter prospect information when in-person?
The mobile app would allow users to enter prospects while at in-person events. The challenge: enable quick prospect entry during events without attorneys stepping aside to type on their phones.
The mobile app would allow users to enter prospects while at in-person events. The challenge: enable quick prospect entry during events without attorneys stepping aside to type on their phones.
The mobile app would allow users to enter prospects while at in-person events. The challenge: enable quick prospect entry during events without attorneys stepping aside to type on their phones.
Prospects
Prospects
Prospects
Search
Search
Search
Filter
Filter
Filter
Name
Name
Name
Stage
Stage
Stage
Est. Closing
Est. Closing
Est. Closing
Blue Globe
Blue Globe
Blue Globe
E
E
E
6
6
6
Analytical AI
Analytical AI
Analytical AI
E
E
E
6
6
6
Brydon Group
Brydon Group
Brydon Group
E
E
E
6
6
6
crewOS
crewOS
crewOS
E
E
E
6
6
6
Blue Globe
Blue Globe
Blue Globe
E
E
E
6
6
6
Blue Globe
Blue Globe
Blue Globe
E
E
E
6
6
6
Blue Globe
Blue Globe
Blue Globe
E
E
E
6
6
6
Blue Globe
Blue Globe
Blue Globe
E
E
E
6
6
6
Blue Globe
Blue Globe
Blue Globe
E
E
E
6
6
6
Blue Globe
Blue Globe
Blue Globe
E
E
E
6
6
6
Blue Globe
Blue Globe
Blue Globe
E
E
E
6
6
6
Blue Globe
Blue Globe
Blue Globe
E
E
E
6
6
6
Blue Globe
Blue Globe
Blue Globe
E
E
E
6
6
6
Blue Globe
Blue Globe
Blue Globe
E
E
E
6
6
6
New
New
New
Profile
Profile
Profile
Prospects
Prospects
Prospects
Familiar Search and Filter mechanisms
Familiar Search and Filter mechanisms
Familiar Search and Filter mechanisms
List layout for simplicity
List layout for simplicity
List layout for simplicity
Main pages + actions in bottom bar
Main pages + actions in bottom bar
Main pages + actions in bottom bar
Login + profile at top right
Login + profile at top right
Login + profile at top right
Analytical AI
Analytical AI
Analytical AI
6
6
6
mons.
mons.
mons.
F
F
F
Send SaaS Newsle...
Send SaaS Newsle...
Send SaaS Newsle...
Apr 02, 2025
Apr 02, 2025
Apr 02, 2025
Invite to Tech GC F...
Invite to Tech GC F...
Invite to Tech GC F...
Mar 31, 2025
Mar 31, 2025
Mar 31, 2025
Open
Open
Open
John Y.
John Y.
John Y.
Common list style for quick navigation
Common list style for quick navigation
Common list style for quick navigation
Smart search bar for quick lookup
Smart search bar for quick lookup
Smart search bar for quick lookup
Initial Wireframes + Ideas
Initial Wireframes + Ideas
Initial Wireframes + Ideas
BEFORE
BEFORE
BEFORE
AFTER
AFTER
AFTER
BEFORE
BEFORE
BEFORE
AFTER
AFTER
AFTER
✗ ISSUE
✗ ISSUE
✗ ISSUE
Attorneys find scanning the LinkedIn code unintuitive.
Attorneys find scanning the LinkedIn code unintuitive.
Attorneys find scanning the LinkedIn code unintuitive.
✗ ISSUE
✗ ISSUE
✗ ISSUE
Attorneys perceive each prospect primarily through a contact, instead a company
Attorneys perceive each prospect primarily through a contact, instead a company
Attorneys perceive each prospect primarily through a contact, instead a company
✗ ISSUE
✗ ISSUE
✗ ISSUE
Attorneys did not know how to mark a task as complete.
Attorneys did not know how to mark a task as complete.
Attorneys did not know how to mark a task as complete.
✗ ISSUE
✗ ISSUE
✗ ISSUE
Attorneys did not know the representative letter codes for each stage of development.
Attorneys did not know the representative letter codes for each stage of development.
Attorneys did not know the representative letter codes for each stage of development.
✓ SOLUTION
✓ SOLUTION
✓ SOLUTION
LinkedIn page as a modal drawer, allow attorneys to search.
LinkedIn page as a modal drawer, allow attorneys to search.
LinkedIn page as a modal drawer, allow attorneys to search.
✓ SOLUTION
✓ SOLUTION
✓ SOLUTION
Feature primary contact below the prospect
Feature primary contact below the prospect
Feature primary contact below the prospect
✓ SOLUTION
✓ SOLUTION
✓ SOLUTION
Make checkboxes visually recognizable as checkboxes.
Make checkboxes visually recognizable as checkboxes.
Make checkboxes visually recognizable as checkboxes.
✓ SOLUTION
✓ SOLUTION
✓ SOLUTION
Provide information about all esoteric items on dashboard
Provide information about all esoteric items on dashboard
Provide information about all esoteric items on dashboard
BEFORE
BEFORE
BEFORE
BEFORE
BEFORE
BEFORE
AFTER
AFTER
AFTER
AFTER
AFTER
AFTER
A
A
A
A
Quick view of all prospects with stage and estimated closing
Quick view of all prospects with stage and estimated closing
B
B
B
B
Fast data entry with a single scan
Fast data entry with a single scan
C
C
C
C
Link multiple contacts to a single prospect for better organization
Link multiple contacts to a single prospect for better organization
D
D
D
D
Dashboard with limited essential information
Dashboard with limited essential information
F
F
F
F
Editable email templates
Editable email templates
E
E
E
E
Select networking events from list to reduce cognitive load
Select networking events from list to reduce cognitive load
© DISHA SIKARIA 2025
© DISHA SIKARIA 2025
© DISHA SIKARIA 2025
© DISHA SIKARIA 2025
Outcomes
Outcomes
Outcomes
Outcomes
Reflections • Future Steps
Reflections • Future Steps
Reflections • Future Steps
Reflections • Future Steps
This project taught me that leaders can sometimes be too close to the problem to see the full picture. Our role as a team was to gather real user feedback and guide the product toward the best solution.
This project taught me that leaders can sometimes be too close to the problem to see the full picture. Our role as a team was to gather real user feedback and guide the product toward the best solution.
This project taught me that leaders can sometimes be too close to the problem to see the full picture. Our role as a team was to gather real user feedback and guide the product toward the best solution.
This project taught me that leaders can sometimes be too close to the problem to see the full picture. Our role as a team was to gather real user feedback and guide the product toward the best solution.
I expected attorneys to lead the conversation, but their brief answers left me feeling like I was grilling them. What started as awkward turned into a valuable lesson in asking the right questions to uncover real insights.
I expected attorneys to lead the conversation, but their brief answers left me feeling like I was grilling them. What started as awkward turned into a valuable lesson in asking the right questions to uncover real insights.
I expected attorneys to lead the conversation, but their brief answers left me feeling like I was grilling them. What started as awkward turned into a valuable lesson in asking the right questions to uncover real insights.
I expected attorneys to lead the conversation, but their brief answers left me feeling like I was grilling them. What started as awkward turned into a valuable lesson in asking the right questions to uncover real insights.
It can be difficult to maintain expectations between PMs and users.
It can be difficult to maintain expectations between PMs and users.
It can be difficult to maintain expectations between PMs and users.
It can be difficult to maintain expectations between PMs and users.
User research with attorneys is a totally different experience.
User research with attorneys is a totally different experience.
User research with attorneys is a totally different experience.
User research with attorneys is a totally different experience.
We are teaming up with TractionBD to take this project further! More to come!
We are teaming up with TractionBD to take this project further! More to come!
We are teaming up with TractionBD to take this project further! More to come!
We are teaming up with TractionBD to take this project further! More to come!
Task-based testing with 2 users confirmed that we achieved most of our goals!!
Task-based testing with 2 users confirmed that we achieved most of our goals!!
Task-based testing with 2 users confirmed that we achieved most of our goals!!
Task-based testing with 2 users confirmed that we achieved most of our goals!!
Attorneys were really impressed with how different this process would be compared to the email + spreadsheet combo they were using before.
They were slightly apprehensive about how the dashboard would update.
Attorneys were really impressed with how different this process would be compared to the email + spreadsheet combo they were using before.
They were slightly apprehensive about how the dashboard would update.
Attorneys were really impressed with how different this process would be compared to the email + spreadsheet combo they were using before.
They were slightly apprehensive about how the dashboard would update.
Attorneys were really impressed with how different this process would be compared to the email + spreadsheet combo they were using before.
They were slightly apprehensive about how the dashboard would update.
Our final presentation!!
Our final presentation!!
Our final presentation!!
I was in Japan attending CHI at the time, so had to be online :(
I was in Japan attending CHI at the time, so had to be online :(
I was in Japan attending CHI at the time, so had to be online :(
Goal:
Goal:
Goal:
Goal:
1
1
1
1
Data entry in
Data entry in
Data entry in
Data entry in
6min
6min
6min
6min
2
2
2
2
Reduce friction for entering data at
Reduce friction for entering data at
Reduce friction for entering data at
Reduce friction for entering data at
in-person events
in-person events
in-person events
in-person events
3
3
3
3
Accelerate identifying
Accelerate identifying
Accelerate identifying
Accelerate identifying
next steps
next steps
next steps
next steps
to maintain client relationship
to maintain client relationship
to maintain client relationship
to maintain client relationship
I'm here!
I'm here!
I'm here!
✓
✓
✓
✓
ACHIEVED
ACHIEVED
ACHIEVED
ACHIEVED
✓
✓
✓
✓
ACHIEVED
ACHIEVED
ACHIEVED
ACHIEVED
-
-
-
-
TESTING REQUIRED
TESTING REQUIRED
TESTING REQUIRED
TESTING REQUIRED