AI-Based Legal Casemanagement

B2B Product
• New Product • UX • UI • Prototyping
2021

Plan, manage and execute with AI-driven security. Legal case management for construction attorneys and IP litigation. Imported files are automatically OCR processed and analyzed by AI. The AI enriches all imported files and generates documents with meta-entities. These entities are used by the attorney for overviews and necessary responses by time, deadlines, facts, parties, etc.

This solution is a 2-time winner of the Stevie Awards Germany 2021.

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Information architecture
Simplified information architecture with modules

My role and responsibilities

  • Context-related surveys of the target groups
  • Requirements gathering, analysis (qualitative) and process flow with flowcharts and wireframes
  • Design of prototype iterations and mockups

Used methodologies

  • Focus groups, interviews and user observation
  • Ideation, exploration and discovery in a cross-functional team
  • Click dummies for user tests and interviews
  • Evaluate user data and create recommended actions for sprint iterations

Software tools

  • Collaboration with Miro
  • Evaluate Insights with Dovetail
  • Design tool sketch
  • Micro Interactions with FramerX
  • Developer documentation with Invision
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Empty state view

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Table view of documents

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Content classification in side layer

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ATimeline based view of case data

The story behind

Document handling in a construction or IP litigation can be very extensive. Lengthy mandates (> 10 years) are difficult to handle and a good overview of the progress of such a mandate is essential. This solution digitizes all imported documents and converts them into machine-readable form. This process is followed by a thorough analysis of the predefined entities (metadata). This metadata forms the basis for detailed reporting and controlling of all phases in the lifecycle of a mandate.

In addition to structuring a mandate, the lawyer can concentrate on working with the mandate: Creating notes and markings, collaborating with colleagues and clients, creating extracts and handing them over to the court - status 2021.

 

The idea

A legal case management solution with AI-driven security. Users can easily focus on complex legal scenarios. Smooth collaboration between all parties.

 

The scope

The analysis can handle up to 5 million documents in one user account. OCR and machine learning algorithms work seamlessly in the background to help users get the best overview by structuring their data with tools and custom views in different contexts.

 

The challenges

The process of analysis runs in the background and is not transparent. In the interviews, users emphasized the desire for control and trust in the content. Ease of use and interface are reduced to the essentials (trust) and the analysis result is largely configurable (control).

  • Continuous user surveys with prototypes
  • Contextual inquiries with users
  • Gathering user and stakeholder feedback
  • Continuous delivery of changes (two-week sprints)
  • Implementation of data analysis for qualitative and quantitative feedback