CaseWise

Understanding Business & User Goals

Product Goals:

• Reduce internal workload and cost of record retrieval

• Accelerate case progression toward settlement

• Increase claimant participation and autonomy

• Launch app to Apple and Android app stores

Design Goals:

• Simple onboarding

• Intuitive task flows for uploading images, documents, and records

• Easy access to submission history

• A clear visual timeline of the legal process

• Help/FAQ for self-service

• Responsive design + accessibility compliance

• Cohesive branding as part of the product suite

• A color palette template to account for all law firm branding clients

My Process

With tight timelines and sensitivity around claimant outreach, we prioritized foundational research and thoughtful UX patterns:

Competitive Research

• I audited flows and task models from modern fintech, analytics, and healthcare platforms (especially around forms and uploads). For the timeline tracker, we drew inspiration from rideshare and shipping apps to represent long processes with clarity.

Collaboration & Iteration:

• Working closely with product and engineering, we iterated key experiences, focusing on mobile-first principles and responsive flexibility.

Accessibility Checks:

• I validated our components for screen reader compatibility and ensured tab-based navigation for users relying on assistive technologies.

Key Design Decisions

• Login & Onboarding:

  • Streamlined email invitation to account creation flow for low-friction entry, especially on mobile devices.

Task-Based Home Screen:

• Claimants land on clearly prioritized tasks like "Upload Medical Records" or "Add Photo of Injury" with one-tap access.

Timeline Tracker:

• Designed a visual milestone tracker to show users where they are in the legal process, mirroring familiar mobile interactions.

File Upload & Signing Experiences:

• Flows were optimized for common tasks like scanning, capturing, or uploading from device storage, with visual confirmation and optional notes.

My files:

• Allowing claimants to see the files they’ve submitted, along with their status showing whether an internal employee has viewed, accepted, or rejected them builds trust and transparency by confirming that documents were received and acted on.

Profile:

• Profile gives claimants a clear, centralized place to review and update their personal information, ensuring accuracy and building trust that their case is handled correctly. It also reduces support needs by allowing users to self-manage simple updates, while laying the groundwork for future scalability.

Theming:

• Introduced a purple color theme to round out a triadic brand system (joining our blue and green products) and reinforce suite cohesion.

• Color template considerations for law firm branding content.

Outcomes & Reception

Although we’re still early in adoption, CaseWise launched to strong internal excitement:

• Leadership from TLT, Operations, and the CEO expressed enthusiasm about the product’s potential and polish

  • Having a mobile application under the company's belt also increases it's IP value.

• The CEO proudly showcases it at conferences as a differentiating value-add for legal partners

• The product team viewed it as a big win in both speed and quality under a tight timeline

Reflection

While I’m proud of what we shipped, there were real limitations:

• Due to the nature of our cases, user testing wasn’t feasible, and outreach to claimants can be sensitive

• If given more time, I would have prioritized remote user testing or anonymized testing flows to validate assumptions

What’s Next

• Monitor Microsoft Clarity session replays to gather behavior data

• Review metrics around account creation, task completion, and repeat usage

• Iterate on new task types and accessibility enhancements based on user patterns

Final Notes

CaseWise was a strong exercise in:

• Designing with sensitivity and autonomy in mind

• Building a responsive, accessible product under tight constraints

• Collaborating across functions while still moving fast and thoughtfully