Creating an all-in-one solution for law firms
Navvable creates SaaS solutions for immigration law firms. Their product was built on an easy-to-use CMS system that centralized the tools their clients in the legal industry needed.
Client:
Navvable
Deliverable:
Desktop app
Role:
Product designer
Tools:
Figma
Industry:
Legal
T H E N E E D
Navvable had a down-to-earth team who expressed the unique challenge for their industry: catering to law firms means that the tools they create need to be easy to use but without compromising the functionality that would make them indispensable to their clients.
T H E C H A L L E N G E
What are the obstacles to creating web3 notifications?
1.
Web3 is still split among different apps and software. Consolidation is complicated and difficult.
2.
Keeping notifications up-to-date and easy to find can be challenging when things move quickly.
3.
User privacy is foundational to web3 and needs to be built into all aspects of the design.
M A R K E T R E S E A R C H
Competitor analysis
S C O P E
Role and impact
I structured the dashboard along the 4 main areas Navvable wanted to highlight. I sought to emphasize the qualities users had focused on in each of these areas during the user interviews.
1.
Adding entities and individuals
2.
Signature Retrieval flow
3.
Creating a new 'Matter" flow
4.
Final Details
U S E R R E S E A R C H
Adding & viewing individuals
Immigration law firms need to harness the complexity of their clients quickly. Creating a centralized, searchable, and easily editable data entry design would inspire confidence in demos and for new users. I built a top-down hierarchy that made toggles for Entities and Matters obvious. I also made cross-referenced information such as Related Individuals and Internal Notation easy to access.
U S E R R E S E A R C H
Signature retrieval flow
Centralizing the complex form structure was a feature I created as a suggestion. Rather than relying on 3rd-party entities for forms and signatures, flows for uploading signed documents and signing forms guidance would be a valuable upgrade. The top screen shows a highly structured and guided form-by-form flow for signatures, telling the user what to print and where to sign. This was matched with clear buttons and navigation for saving progress. The bottom screen shows the upload page with the ability to view, add pages, refresh, and delete documents.
U S E R R E S E A R C H
'Matter' creation flow
Navvable thrives on cross-referencing individuals, forms, and the legal and governmental entities involved easily. They do so by creating high-level action requests called “Matters”. Creating a Matter needed to be documented, pull previously entered individual information and form uploads, and be highly trackable in the dashboard. The 4 screens here demonstrate the 1-2-3 step process of Matter creation, from form selection, entering recipient information, and the resulting database of distinct Matters.
U S E R R E S E A R C H
Finalizing the details
Each Matter is complex with many moving parts that are easy to lose track of. Here I created a centralized checklist where users can see outstanding actions and enable them to act on them right away. Below the Matter details, I added an Assign Signatories button to bring all important stakeholders easily onto a Matter. With all individuals and entities already in the Navvable database, adding signatories and sending documents to them is easy and error-proof.
C O N C L U S I O N
A complete solution
After creating a robust dashboard, Navvable was now confidently able to enter the development phase for their platform. Based on the successful relationship that we developed on this project, Navvable tapped us to help them update their website and brand.
